Dear Valued Advisor,
On behalf of Boston Research Group and
401kExchange, we cordially invite you to
participate in the annual DCP Advisor
Study. The 2008 on-line survey allows
you to confidentially rate your favorite
providers on key areas such as service,
pricing, enrollment support, advisor
compensation and other important
factors.
The DCP Advisor Study helps drive change
and improvement in the industry. Most
major providers rely on the DCP research
to guide their priorities. Let your
voice be heard; your input makes a
difference and is greatly appreciated.
Your responses are strictly confidential
and will be analyzed as aggregate data
only. No one will contact you as a
result of this study.
For your participation we would like to
provide you access to the following:
Practice Management Tools powered by
401kExchange
Prospect Goldmine
Enjoy complimentary access to the most
current and up-to-date 5500 data
available in the market today. For
completing the 2008 Advisor Study, we
will provide you 90 days of complimentary
access to this database in your primary
state of business.
401kScout Suite
kScout™ Record-keeping Benchmarking
- Deliver value to plan sponsor
prospects and clients like never before!
This customized, branded benchmarking
system compares up to four record
keepers side by side in a presentation-ready, deliverable format. With the
completion of the 2008 Advisor
Satisfaction Survey, you will be granted
unlimited report access for 90 days.
iScout™ - Investment analytics
your clients can understand! iScout
delivers two branded reports!
-
Investment Benchmarking Report
- Allows you to show your value to
prospects by comparing the incumbent
investments against a proposed line
up based on criteria that matches
the plan's IPS.
-
Investment Due Diligence Report
- Then monitor the
investments on an ongoing basis and
deliver quarterly reports at the
touch of a button. For your
participation in the 2008 DCP
Advisor Satisfaction Survey, we will
provide you access to iScout for 90
days or 15 reports, whichever comes
first!
Thank you for your input, and thank you
for choosing 401kExchange!
Randy
Mysel
Chief Operating Officer
401kExchange
877-777-401k, ext. 2222
rmysel@401kExchange.com
