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.


GenZRetires

This multi-faceted media and research initiative is on a mission to set Generation Z on a course to achieve 99.7% retirement success by age 70.

Research activities will change every year, to reflect the interests of sponsors. Research is designed to support thought leadership but also turn into deliverables that impact the behaviour of Generation Z, and also monitor the effectiveness of the program.

In 2017, we propose to conduct:

  • Three online-surveys of members of Generation Z (2,000 responses for each)
  • Two online-focus groups (20 research subjects at each group)
  • Fifteen one-on-one in-depth interviews

One-on-one interviews support scenario development and concept testing. Survey results provide strategic direction for sponsors and support segmentation.

Focus groups uncover the range / prevalence of attitudes toward a range of issues; develop assumptions for testing in survey questionnaires.

Associated Event: Participant Strategy Roundtable Annual Meeting

Description


 

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: November 13

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.

Respond by: October 27

Receive report by: November 17

Cost: $1900

Associated event: EACH Enterprise Internal Sales Desk Roundtable Annual Meeting

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DESCRIPTION

 


 

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; trend industry practices from 2014

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 five issues prioritized by participating client firms, including:

  • Functionality of Pre-Conversion Websites
  • Segmentation by Service Model
  • Services in the ERISA Mid-Market o Payroll Feed Integration
  • Team Staffing by “Standard” Position

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 seven times between 2007 and 2016, 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


Account Manager Position Survey

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

Benefit: Benchmark the Account Manager position; trend industry practices

This update of the 2012 Account Manager Position Study benchmarks the Account Manager position at retirement plan firms across plan size bands. The fifty-question survey addresses compensation, assignment, responsibilities, case loads, staffing, recruiting, retention, supervision, segmentation and support (staff, training and development). Deliverables include an overall report (executive summary plus tables), a coded firm-by-firm report (tables), and a private Web-conference presentation of study results for your firm. Over 30 retirement plan service providers invited to contribute; 9 past contributors.

Associated event: EACH Enterprise Account Manager Roundtable Annual Meeting

Description


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