Financial Executives from 401(k) Exchange

34,554

Financial Executives from 401(k) Exchange

$130/M

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

Email $50/F
Turnaround 3 Days
5,000
Delivery
Point Bar
Code,
Zip+4,
Minimum Order and CASS
certified.
Sample
mail
piece
required.
Bethesda List Center - Mailing List Terms

Bethesda List Center, Inc.
4300 Montgomery Ave
Suite 204-B
Bethesda, MD 20814-4463
Tel: 301.986.1455
Fax: 301.907.4870
info@bethesda-list.com

Terms and conditions 1. We believe the information in this list to be accurate but we cannot guarantee its accuracy or the outcome of a mailing. 2. Stated prices are for one-time use only. Multiple use arrangements may be available. Please inquire. 3. Net name arrangements are available on large orders for many lists. 4. Commissions are paid to recognized brokers and advertising agencies at standard industry rates. 5. Names will be shipped only to a bonded mail house or service bureau. 6. Purchase orders are required. 7. Payment in full is required within 30 days of an invoice. Bethesda List Center, Inc. has the right to ask for prepayment on any order. 8. Cancellations must be in writing and accompanied by the returned names and are subject to running charges. Orders cancelled after mail date will be billed at full price. 9. We are not liable for any damages or loss sustained through use of this list, nor for any special or consequential damages, and in no event shall our liability exceed the price of the list.

2018-09-17T22:10:16+09:00Executives, Industry, Postal, US|