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