The benefits division of ALM Intelligence produces several different reports on the state of the 401(k) market. Our research ranges from “one size fits all” pieces such as the 401(k) Performance Benchmark report to a fully customized report, delivering deep insight on a single employer group.

All reports use a combination of government-level disclosure combined with our proprietary data elements and high level analysis to provide meaningful insight to our clients.

 

Reports from ALM allow you to:

Identify Industry Trends

Identify Industry Trends

Learn important meta-data about your industry. Find out the average participation contribution, employer match, and participation rates for companies that look just like yours.

Benchmark Plan Performance

Benchmark Plan Performance

Determine how your plan compares across a variety of performance benchmarks.

Uncover Red Flags

Uncover Red Flags

Is there a problem with your plans design, administration, or performance? Our reports can help uncover these red flags.




Solutions for HR Professionals

Plan fiduciaries, HR Professionals, and company officers have need for a clear and unbiased understanding of how their 401(k) plan is performing. ALM offers two reports that allow a firm to review and benchmark their own plan.

Complete Plan Review

Our Complete Plan Review is a customized piece of research that examines your company’s plan in comparison to national and industry trends, as well as your direct competition. Professionals who take advantage of this dynamic research will work with one of our Senior Analysts to determine market sector and a competitor list. Highlights from a Complete Plan Review typically include:

  • Analysis on the strengths and weaknesses of your plan design
  • A review of any red flags found in your plan
  • Comparison to your competitors among the following metrics:
    • Employer generosity
    • Participation rate
    • Plan performance
    • Eligibility requirements
    • Vesting schedules

Plan sponsors may use this insight to prepare questions for their broker, evaluate the competitiveness of their 401(k) package, and even create marketing pieces about having the best plan among their peer group. For more information on a Complete Plan Review for your firm, contact us at 800-231-0669 or click here to request a call back (the “click here” takes them to a form to submit a request for a call back)

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Complete Plan Review Report Cover

401(k) Benchmark Report

The Benchmark Report is a compilation of information on nearly 500,000 401(k) plans, broken into 26 industry verticals and further segmented by eight size groupings. Plan sponsors can use this static report to determine how their plan is performing relative to both its industry peer group and its relative size within that industry.
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Benchmark Report Cover

Best 401(k)s in Retail Industry

Judy Diamond Associates, a business unit of ALM Media, LLC, presents a look at the 401(k) packages of America’s largest retail companies. The goal of this research is to provide a data-oriented view of the retail industry, and determine which employers are supporting positive retirement outcomes for their workers. Highlights of this research include:

  • Industry-wide values for participation rate, rate of return, contributions and more
  • A rundown of common plan design features
  • A look at which accounting firms service the most retailers
  • A top-20 review of the BEST plans in the space, and what makes them so good

Those who are part the retail sector, or advisors servicing plans in this sector, will learn everything they need to know to benchmark their plan from this one, free report. For other professionals, this report will serve as an example of just how important it is to be a leader in your market. The right employee benefits package can attract and retain top talent. Find out how yours stacks up by downloading this report.

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Best 401(k)s in Retail Industry




Solutions for 401(k) Brokers and Advisors

401(k) advisors have a dual need to both retain their existing plans and win new business. ALM’s benchmark reports can give your clients the perspective to understand what a tremendous amount you do for them, and our Complete Plan Review reports can show potential clients the weaknesses in their existing plan and how you might be able to help.

401(k) Benchmark Report

The Benchmark Report is a compilation of information on nearly 500,000 401(k) plans, broken into 26 industry verticals and further segmented by eight size groupings. Brokers can use this static report to determine how a plan is performing relative to both its industry peer group and its relative size within that industry. This report is perfect for:

  • Highlighting your success – show your clients how they are outperforming relative to their peer group
  • Showing potential clients where they are underperforming – capitalize on this by offering concrete suggestions to improve their plan’s metrics
  • Helping your clients understand broader industry/competitive trends in retirement savings and plan design

For the ultimate edge in prospecting, use your Judy Diamond subscription in conjunction with this report to deliver a unique and compelling presentation.

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Benchmark Report Cover

Complete Plan Review

The Complete Plan Review is a highly customized report that examines a single plan in tremendous detail. Working with you, one of our Senior Analysts will identify the appropriate industry and competitive subsets to examine, and then we will perform a complete examination on the plan and present you with a ~40 page PDF report that is highly customized and rich with easy-to-understand charts and graphs. Highlights from this report include:

  • Analysis on the strengths and weaknesses of the plan design
  • A review of any red flags found in the plan
  • Comparison to the competitors of the plan sponsor such as:
    • Employer generosity
    • Participation rate
    • Plan performance
    • Eligibility requirements
    • Vesting schedules

Click here to contact our team about your Complete Plan Review. arrow image
Click here to download a free sample of this report. arrow image

Complete Plan Review Report Cover
Best 401(k)s in Retail Industry