Cerulli Associates (www.cerulli.com),
a Boston-based research and advisory firm specializing in the financial
services industry, invites you to participate in our recurring retirement
industry research surveys.
This webpage offers retirement plan provider organizations—both clients and
research participants—comprehensive and targeted overviews of 2007’s
recurring retirement related surveys. Each of these three password-protected
surveys is recurring—either administered annually, semi-annually, or
quarterly—and offer executives great opportunity to regularly garner
comparative data and insights via the survey’s key findings.
For more information on participating in any of these surveys, please open
the survey’s abstract PDF below. There you will find more information on the
survey’s content, as well as contact information for the appropriate Cerulli
analyst. If you currently participate in any one of these surveys, please
click on the link at the bottom of the page; there you will be able to
access any of these surveys with your current login and password.
401(k) Provider Survey
Frequency: Annual
Target firm: 401(k) Full-Service Providers
Ideal participant: Senior management, head of distribution, corporate
strategy, etc.
Quarterly Retirement Markets Survey
Frequency: Quarterly (starting with 3Q 2006)
Target firms: asset managers, plan providers, distribution firms,
third-party vendors
Ideal participants: senior management, head of distribution, corporate
strategy, etc.
For information on your broader firm activity with Cerulli—survey
participation and sales activity—please contact Rachael Malatesta @
617-437-1098 (119) or
rmalatesta@cerulli.com.
|
