Defined Contribution (401k, 403b & 457 Plans) Retirement Plan Sales Compensation Survey: Small to Midsize Plan Markets




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DEFINED CONTRIBUTION (401K, 403B & 457 PLANS) RETIREMENT SALES COMPENSATION SURVEY:
Small to Midsize Plan Markets

Overview [ Table of Contents ] [ Methodology ] [ More Information ]

Summary: This custom survey benchmarks the compensation levels for six key retirement plan sales and service roles. Distribution is primarily through financial advisors (e.g., registered reps, RIA's and consultants) that sell retirement plans, investment only products and record-keeping services to small & midsize companies.

PERFORMANCE TARGETS:

New to Role: Individual has less than 18 months experience in role/function (new hires with experience should not be included in this group).
Average Performer: Individual meets sales targets, but does not exceed them.
Star Performer: Individual significantly exceeds sales targets.

EXCLUSIVE findings include:

Drivers of Compensation
Fixed and Variable Compensation
Ranges and Dispersion of Compensation Paid
Measure of Overall Productivity
Cost of Sales in Basis Points
Pay Progression Analysis
Production Progression Analysis
Tenure Distribution

Please call 719/634-7041 for more information and/or to order this report.

COMPENSATION SURVEYS & REPORTS

Defined Contribution (401k, 403b & 457 Plans) Retirement Sales Compensation Survey:
Small to Midsize Plan Markets
Large Plan Markets

Cost of Distribution:
Mutual Funds | Annuities

Analysis of Sales Force:
Mutual Funds | Annuities