Market Research

We offer a variety of syndicated, multi-client studies focused on assessing the attitudes and behaviors of retirement plan sponsors and participants. We also conduct client-specific projects that deal with both strategic and tactical marketing issues, including loyalty and satisfaction, market segmentation, brand assessment, product development, sales processes and distribution strategies. We apply market research information, collected and analyzed using a range of techniques and methodologies, to provide solutions for marketing-related challenges.

As a strategic partner with our clients, we:

  • Provide consultative support on critical issues and research methodology.
  • Secure relevant information to assist in making business and marketing decisions.
  • Instill confidence that the information is collected, processed and analyzed correctly.
  • Deliver a high level of client service.
For additional information contact Robert Wuelfing at