Financial Executives from 401(k) Exchange

34,554	Financial Executives	$130/M
	from 401(k)
	Exchange

This is the breakout of Financial titles from the Benefits and 401(k) list.

This is created by the year-round calling efforts of marketing research firm 401KExchange.com. It contains the names and titles of executives responsible for pension and retirement planning and administration at over 304,862 companies.

“How are we doing” is the question service providers like Fidelity Investments, Charles Schwab, Citibank and others want answered. Large pension service providers depend upon 401KExchange.com’s study results for current reports about their corporate client’s attitudes and opinions toward their pension funds. Insight surveys the person responsible for making the 401(k) retirement decision for their company pension funds. Insight surveys the person responsible for making the 401(k) retirement decision for their company pension plan and uses those opinions to give providers unbiased information on their clients.

401(k)’s are the hot retirement savings account for the majority of mid-level companies in the U.S. Over 8 million new employees are covered under these plans each year. The bigger companies are the prize accounts, but these corporations are diminishing in number. Customer satisfaction and client retention are the keys to maintaining the business for each service provider.

401KExchange.com uses the U.S. Department of Labor records as a starting point, then trains Market Research Professionals to call each company and update information on the company, contact, and retirement plan. Over 216,000 records are updated annually, and
that number grows each year.

Note: Last Update 2012. File/list updates no longer available.

Gender	Quantity
Female	15,981
Male	16,016

Job Title
Accountant	3,256
Accounting Manager	2,753
Accounting Super	293
Assistant Controller	474
Bookkeeper	2,554
Business Manager	1,165
Chief Financial Officer	423
Comptroller	510
Controller	19,253
Director Of Finance	1,235
Treasurer	1,609

Employee Count	Quantity
1 – 4	439
5 – 9	1,508
10 – 19	4,310
20 – 49	10,133
50 – 99	6,761
100 – 249	4,687
250 – 499	1,400
500 – 999	629
1,000 – 4,999	446
5,000 – 9,999	68
10,000+	62

Source

Direct Response

How Cleaned

Mail and Phone

Average Unit of Sale

$169-$399

Selects

Geography	$10/M
NAICS Code	$10/M
Gender	$10/M
Employee Size	$10/M

Addressing

Key Code	$5/M
Run Charges	$15/M
Splits	$25/F

Delivery

$50/F

Turnaround

3 Days

	5,000
	Delivery
	Point Bar
	Code,
	Zip+4,
Minimum Order	and CASS
	certified.
	Sample
	mail
	piece
	required.

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