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Learn about our publications and research: CUSTOM COMPENSATION SURVEYS | MARKETING & SALES MANAGEMENT REPORTS | BRANDED ONLINE SURVEYS

Custom Compensation Surveys

Defined Contribution (401k, 403b & 457 Plans) Retirement Sales Compensation Survey: Small to Midsize Plan Markets:
Conducted biennially since 2004, this survey benchmarks the compensation levels for six (seven in 2025) key retirement plan sales and service roles. Investment and record-keeping services (bundled and unbundled) are sold through financial advisors (registered reps, RIA's, TPA’s, benefit consultants, etc.). Relationships are primarily with advisors selling retirement plans, investment-only products, and record-keeping services to small and mid-sized companies. Table of Contents | Methodology | More Information

Individual Annuity Market (Fixed and Variable) Sales Compensation Survey:
Last conducted in 2023, this survey benchmarks compensation for the following six positions—National Sales Manager, Divisional Sales Manager, Channel Manager, Regional/External Wholesaler, Hybrid Wholesaler, and Internal Wholesaler. Relationships are primarily with advisors selling annuities and investment-only products. Table of Contents | Methodology | More Information

Marketing & Sales Management Reports

Cost of Distribution: Annuities | Mutual Funds
This report combines key sales production, support and management staffing, and efficiency benchmarks together with in-depth evaluation of 1st and 2nd Tier Group Company expenses that are associated with wholesaler productivity in sales distribution. This report is designed to assist companies in optimizing their sales efforts by focusing on managing field sales costs to maximize profitability.

Analysis of Sales Force and Distribution Strategies: Annuities | Mutual Funds
This report provides an in-depth, quantitative analysis of 1st and 2nd Tier Group Company sales force staffing—allocated by product and distribution channel, territory size and spans of control that impact wholesaler sales distribution. This report helps examine product distribution and its implications for sales strategy.

Branded Online Surveys

Our single goal is to provide a simple powerful way to conduct research via the Internet. We can help you create and administer customized, professional-looking surveys either to a proprietary list or by using one of our industry-specific panels.

Need responses from financial advisors in the planners/independents channel? Or maybe a peer group in the investment management industry? No problem. We can find the people you need… Fast. It can be a challenging and complicated experience trying to source respondents for your research. To make this process easier for our clients, we started focusing on survey panels exclusively for them.