Multi-Client Research

Brightwork Partners conducts several multi-client studies each year. Active titles include:

Retirement Services Intermediaries 5, the newest look at advisors who sell 401(k) plans. Detailed information on advisor characteristics and needs as well as ratings of providers both overall and on nearly 20 critical metrics. Trended to four previous studies over the past six years (available fourth quarter, 2007).

Third Party Administrators 2, a quantitative analysis of TPAs who service retirement plans, trended to the 2004 study. Providers evaluated both as service and distribution partners on nearly 20 dimensions. Characteristics, skills, and business development models of TPAs evaluated in detail (available immediately).

DC Investments 1, a new study of advisors and consultants active across the defined contribution plan size spectrum. Selection criteria for investment products and platforms; providers used; evaluation of providers on key criteria. Includes an analysis of the fund selection process at the plan level and tools and support advisors require (available first quarter, 2008).

Retirement Income 2, builds on 2006 study to understand how advisors approach this new opportunity. Analytic tools, processes and products used. Measures advisor attitudes toward developing guaranteed income within or beside a DC plan. Credibility of leading investment and insurance brands to deliver retirement income solutions and support the advisor’s practice. (available second quarter, 2008).

Recent Switchers 1, first-time study of plan sponsors who have switched 401(k) providers in the past 24 months, focused on what changed as a result of the switch (service model, investment options), why plan sponsors switched and how satisfied they are with their decisions (available immediately).

For additional information including pricing, please Contact Us.