Financial Executives 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.