Briskin Consulting

 

The Briskin Consulting Study of Small-Retirement-Plan Sponsors

This new research study, written by Briskin Consulting principal Jeff Briskin, explores the drivers of satisfaction and discontent among small-plan sponsors. It offers insights into the issues that spur decisions to switch plan providers and reveals which kinds of providers are more likely to be chosen—and why. In short, the Study offers valuable lessons for small-plan providers who wish to improve their client service and retention efforts—and win business from their competitors.  

 

View key findings from the Study on Retirement Insights, Briskin Consulting’s blog covering issues of interest to retirement plan providers and plan sponsors or download the official press release announcing its publication. 

 

The full Study is available for free to retirement plan providers, RIAs, TPAs, and other financial services professionals. Jeff Briskin is also available to present these and additional findings to your organization in person or via webinars.

 

To access the Study in PDF format, please request a copy by sending an email directly to jeffbriskin@hotmail.com

 

 

 

 

 

Media coverage of the Study