Multi-Client Research

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

Retirement Services Intermediaries 6, 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 five previous studies over the past nine years (available beginning QII).

Third Party Administrators 3, a quantitative analysis of TPAs who service retirement plans, trended to the studies in 2005 and 2007. 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 2, trended to 2008 study, captures consultants, RIAs and other fee-based advisors 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 QIII).

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 immediately).

403(b) 1, two separate but integrated studies: advisors and consultants active in 403(b); profiles and analyzes their practices in detail including 403(b) provider selection criteria and use. Participant study focuses on their knowledge, behavior, attitudes, overall retirement income planning and advisor use.

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