Escalent
Escalent
Cogent Syndicated

Retirement Plan Advisor Trends examines the role of advisors across all channels, with a focus on retirement plan specialists managing at least $50M in DC plan assets. This brand-specific refresh benchmarks the leading DC plan providers and DC investment managers on key brand equity and experience metrics to help firms grow market share and strengthen plan advisor loyalty.

NEW THIS REFRESH Anchored Maximum Difference Scaling (MaxDiff): In this brand refresh, we are excited to introduce Anchored MaxDiff, an effective technique for determining how a group of different factors (in this case, brand imagery attributes) stack up relative to one another within a choice set. This technique allows us to uncover what is truly vital to DC plan provider and DC investment manager consideration.

Value

The report will enable subscribers to:

Understand Advisor Needs
Hear firsthand what DC advisors need to better support plan sponsors and plan participants

Track Competitors
Track how your competitors perform on key brand, service and loyalty metrics

Strengthen DC Advisor Loyalty
Develop programs that match plan advisors’ expectations for service and support to build loyal relationships

Methodology

  • 500 advisors across the National wirehouse, Regional, Independent, RIA and Bank channels
  • Retirement plan advisors evaluated by DC AUM
  • Web-based survey
  • 29 DC plan providers and 44 DC investment managers evaluated

Areas of Inquiry

Plan Advisor Profile

  • Distribution of DC plan producers by DC AUM
  • Comparison of Emerging vs. Established producers (including DC specialists)
  • Number & size of DC plans managed

DC Plan Investment Design

  • Number and types of investment options recommended
  • Number of target date fund providers used
  • Target date fund selection criteria and brand recommendations

DC Plan Provider & DC Investment Manager Brand Equity

  • Awareness, impression and consideration of leading plan providers and investment managers
  • Performance on 16 critical brand attributes that drive consideration and selection
  • Paths to consideration (SEM analysis)
  • Strengths, weaknesses and growth potential of the leading firms
  • Brand engagement within the past six months across 14 types of contact

DC Plan Provider & DC Investment Manager Use & Experience

  • Number of plan providers and investment managers used
  • Overall market penetration of the leading firms
  • Satisfaction with and loyalty to current DC plan providers and DC investment managers
  • Performance on plan provider satisfaction ratings and 19 DC investment manager satisfaction ratings
  • Drivers of satisfaction and loyalty among key producer segments
  • Changes in DC plan provider and DC investment manager recommendations

Subscription Details

Publication Date: April 2023
Deliverables:

  • Customized client-specific presentation including key takeaways and strategic implications
  • Custom data cuts and survey work by senior analysts
  • Customized strategy session designed to deliver actionable results and facilitate strategic planning

Investment: $35,000

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