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

Overview [ Table of Contents ] [ Methodology ]

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

Sales Compensation Survey & Analysis
2016-2017 Annual

Wholesaler Group Size & Compensation:
Mutual Funds | Annuities

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