As specialists with a long history of experience in the retirement services industry, we have the knowledge and expertise to deliver a broad range of effective solutions for our clients. Combined with access to the proprietary data contained in our Profit2000^TM, Technology2000^TM and other specialized studies, we can offer our clients a unique perspective of their business in relation to their competitors and the industry as a whole. This unique, ‘360 degree view’ enables us to identify specific, actionable and measureable recommendations for change, to improve our clients’ business and financial performance.

Since the inception of our Benchmark Studies, more than 20 years ago, we have routinely used this unique data set to provide an “answer base” that we customize to fit individual client situations. Examples of projects we have delivered include:

• Best practice analysis of revenue/cost and other drivers of profitability
• Analysis of new business pricing and impact of fee compression (various studies)
• Information about “un-served” market segments
• Historical and projected financial impact of industry M&A activity
• The good (and not so good) effect of new regulations on the DC and retirement services industry
• Identification of provider specific success criteria for M&A transactions
• Financial impact of industry and market trends on segment level financials
• Financial impact of technology costs on client service and other costs
• Data on enrollment results, savings rates, and other cash flow activities
• Senior management and board level summary presentations

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