Research

EACH Enterprise utilizes quantitative and qualitative market research techniques to help institutional retirement plan providers better understand their clients and formulate solutions and strategies that fulfill client needs. We perform thorough and innovative discovery research that generates actionable data and lends perspective to industry trends, client behaviors, and participant choices


Proprietary Research

proprietary imageProprietary research initiatives from EACH Enterprise help retirement plan service providers establish and maintain a clear and advantageous position in target markets. Research methodologies can include proprietary surveys, one-on-one interviews, phone surveys, focus groups, and online focus group discussions. Research deliverables, including executive summaries, research reports, slide presentations and videos, make excellent marketing collateral. Their reach can be enhanced by news releases, social media posts, and print and/or online marketing materials.

Let EACH’s proprietary research lead your firm to more business wins, namely:

  • Increased flow of RFPs
  • More appointments with plan sponsors, advisors and consultants
  • Enhanced corporate image
  • Improved brand awareness
  • More trade media hits
  • Greater social media engagement

To request a proposal, please contact:

Eric Henon, President
EACH Enterprise LLC
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(860) 653-1705

Or

Brian Neligan, Director of Strategic Initiatives
EACH Enterprise LLC
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(203) 609-1377

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The Voice of Retirees - Research

voiceofretirement

Users: Heads of Participant Strategy, Participant Communication and Education, Product Management, Investment Management, Marketing and Human Resources

Benefit: Insights into participant behavior; Feedback on participant communication and education; Retirement plan participant asset retention; Retiree asset gathering

Description: EACH Enterprise empaneled a focus group of recent retirees to learn about their outlook and concerns as they approached, entered, and settled into retirement.  What did their employer, plan sponsor and service provider do to counsel them on this important life change? What was their approach to spending and saving, investments and withdrawals, retirement income and Social Security both before and after retirement? Seven focus group participants speak openly and honestly about retirement income, rollovers, annuities, pensions, Social Security and the conversations they had with advisors and plan representatives as they embarked each on their own unique journey into retirement.

Profile of focus group participants:

  • Ages 62-69 years
  • Retired three years or less
  • Receiving Social Security
  • Owning at least $200,000 in DC plan and/or IRA investible assets

Cost: $1475

Associated events:  Participant Strategy Roundtable, Client Relationship Management Roundtable, Marketing Roundtable.

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Payroll Feed Integration Insights To Identify Best and Worst Practices

LinkedInPostPicEveryone’s on their best behavior when a new client relationship is established. Both client plan and service provider want to get off on the right foot. Most of the time things go well. But sometimes there is a challenge with things like payroll feeds during the new business installation stage. Sound familiar?   EACH Enterprise is conducting a survey among the top retirement plan service providers to  develop a greater understanding of the challenges and, more importantly, to identify and eventually promote best practices among plan sponsors and their advisors.   

  • 15 participating firms
  • 38 questions or series of questions
  • Addressing topics such as
    • Service Model (based on 360-degre payroll and other feeds)
    • Client payroll services practices (best and worst)
    • Payroll file setup and risk protocol
    • Cybersecurity and privacy
    • Roles and responsibilities
    • Operational practices (in six market segments)
    • Future direction of payroll feed integration
  • Fielded April 25, 2018
  • Preliminary results May 16, 2018
  • Final results June 6, 2018

Participating firms will receive a report on the overall study results, as well as a personalized conference with their firm’s results, including business recommendations based on their specific markets and service models.

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Generation Z: On a Track Toward Retirement Success – Content for Communication

Generation Z is perhaps the first generation with the knowledge and outlook to potentially reach 99.7% retirement readiness by age 70.genz study cover 230x230

The content for communication with plan sponsors and advisors  will demonstrate  your understanding of the current generation of workforce entrants (ages 16 to 23) and help you win new business and retain business among employers with a growing workforce.  Content addresses including their evolving life situation, their financial status, attitude toward retirement savings in general and 401(k) plans in particular, how they make major decisions, their use of electronic devices and social media, and their world views .

Sectors with a high concentration of younger workers include amusement, gambling, and recreation, app development, athletics and sports, communications technology, electronics, gas stations, health and personal care, high tech, Internet publishing and web search, motion pictures and video, music, retail, pharmacies, restaurants and food service, retail, specialty foods, start-ups, veterinary services, web design, and zoos.

This content is extremely relevant to enhance your position in the marketplace for retirement benefits. Take advantage by buying this timely report. The cost is $32,000.

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Study Description

Executive Summary


Generation Z Building Wealth and Investing – Content for Plan Sponsor and Advisor Communications

This content for communication with plan sponsors and advisors is extremely relevant to enhance your position in the marketplace for retirement benefits. The content will demonstrate your understanding of the current generation of workforce entrants (ages 16 to 23) and help you win new business and retain business among employers with a growing workforce*.

GenZWeatlhArtwork

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DESCRIPTION

Cost: $5,600 including PR / public recognition and input into content scope for purchases before October 6, 2017

Deliverables: Slide presentation including graphs, charts, infographics, major take-aways, and recommendations for consideration by plan sponsors and their advisors, 4-page professionally designed executive summary report, video version of the executive summary, copy for two articles or blog posts on topics you and other sponsors select, attendance at a web conference presentation / discussion of study findings, news release, and social media posts.

Delivery date: February 15, 2018

Generation Z is perhaps the first generation with the knowledge and outlook to potentially reach 99.7% retirement readiness by age 70.

Content identifies segments of the Generation Z cohort that aspire to accumulate wealth, wealth accumulation goals, motivations for accumulating wealth, and planned ultimate use of accumulated wealth (pass to heirs, legacy, or spend within lifetime – i.e. lifestyle or retirement). Content addresses topics such as the preferred method for building wealth (earn and save, invest, speculate), attitudes toward investment markets / investment risk and speculation, life and financial goals besides wealth accumulation, the role of 401(k) plan participation / accumulation in building wealth, attitudes toward debt (student, personal, mortgage, and business creation), life priorities / trade-offs, anticipated working life timeline, attitudes and aspirations regarding gainful employment, and specific occupations in particular (entrepreneurship, social work, government work, financial counseling, retirement planning, investment advice), real estate ownership aspirations, life priorities, anticipated budget trade-offs (e.g. housing, family, transportation, education, lifestyle, retirement saving, wealth accumulation, other saving), personal financial assets and debt, sources of income, impact of gender and life stage (married/partner, presence of children).

Content is based on a survey of 2000 members of Generation Z conducted October 10-18, 2017

*Sectors with a high concentration of younger workers include amusement, gambling, and recreation, app development, athletics and sports, communications technology, electronics, gas stations, health and personal care, high tech, Internet publishing and web search, motion pictures and video, music, retail, pharmacies, restaurants and food service, retail, specialty foods, start-ups, veterinary services, web design, and zoos.


Retirement Plan Internal Sales Desk Scope and Responsibilities

internal sales deskThis report shows functions for which retirement plan internal sales desks are responsible against staffing levels and activity volume by market. Findings allow you to benchmark your team against like-teams (in markets where you operate) and to decide how you might structure your team to enhance sales effectiveness.  The goal is to collect information for 20 to 25 firms.  Only participating firms receive results. Report is for internal company use only (service provider side), may not be shared with third parties, no company-by-company findings.

Associated event: EACH Enterprise Internal Sales Desk Roundtable Annual Meeting

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Conversion/Transition/Implementation Research Program

Users: Conversion/Transition/Implementation Team Leader, Chief Operating Officer, Human Resources
Benefit: Benchmark the conversion / implementation process; benchmark the conversion consultant, data analyst/specialist, ERISA/tech staff, admin, and other positions; benchmark conversion/implementation service and compensation across size bands.

Historically, this study benchmarks the Conversion / Transition / Implementation process and the compensation of conversion / implementation staffers across market segments and plan types. This fourth edition of the study addresses four issues prioritized by participating client firms, including:

  • Functionality of Pre-Conversion Websites
  • Segmentation by Service Model
  • Team Staffing by “Standard” Position
  • Payroll Feed Integration

Each of these topics / issues will be addressed individually in a 20-25 question survey module. Companies can participate in as many or as few survey modules as they wish. Firms participating in a survey module will be invited to provide input into the survey questionnaire, attend an online presentation of survey results, receive a PowerPoint presentation of major study results and takeaways, and receive a statistical report of overall survey results.Over 40 retirement plan service providers invited to contribute, 18 past contributors.

Associated event: Conversion/Transition/Implementation Team Leader Roundtable Annual Meeting

Description


 

Client Relationship Manager Position Compensation Survey

Users: Head of Relationship Management, Human Resources
Benefit: Benchmark Client Relationship service and compensation across size bands; benchmark the Client Relationship Manager position; trend industry practices

Conducted eight times between 2007 and 2017, the survey benchmarks the Client Relationship Manager position at retirement plan firms across plan size bands. The sixty-question survey addresses compensation, rewards and recognition, responsibilities, caseloads, staffing, recruiting, retention, supervision, segmentation and support (i.e., staff, budget, technology, training and development). Data is gathered at both the aggregate and individual relationship manager level. Deliverables include an overall report (executive summary plus tables), segmented results for peer groups of relationship managers with similar responsibilities and client profiles, a coded firm-by-firm report (tables), and a private web conference presentation of study results and recommendations for each participating firm. More than 40 retirement plan service providers invited to contribute annually; 25 past contributors.

Associated event: EACH Enterprise Client Relationship Manager Roundtable Annual and Semi-Annual Meetings

Description


Strategic Account Management Service Models Study

Users: Head of Account Management, Client Relationship Management, Client Service, Human Resources

Benefit: Compare your service model to three unique, within-segment service models to see major points of differentiation and gauge where you have a competitive edge.

This initiative will develop three Strategic Account Management Service Models for the Retirement Plans industry based on company practices regarding staff assignment of major tasks and functions across teams (client relationship management, transition/implementation, operations, sales, and strategic account management). This initiative supplements the Horizon 2020 report outlining a futuristic vision of the Strategic Account Management function. Participating companies will be able to compare their particular service model by segment to the three models and articulate their major points of differentiation to clients, advisors, and consultants in the sales process and the relationship management process.

Associated event: Strategic Account Management Roundtable

Description


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Contact Us

Phone: (860) 653-1701
Fax: (860) 838-2830
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EACH Enterprise, LLC
61 Rainbow Road
East Granby, CT 06026