Clients

We regularly measure participant satisfaction for plan sponsors and plan administrators. Group Five clients benefit from our research by receiving annual industry updates, yearly reviews of industry and individual shareholder satisfaction, as well as ongoing support for all issues connected with shareholder services.


Clients and users of our research include:

Plan Sponsor Clients Plan Administrator Clients
AT&T Bank of America Merrill Lynch
The Coca-cola Company E*TRADE Corporate Services
Hellenic Fidelity Stock Plan Services
Weyerhaeuser Morgan Stanley Smith Barney
UBS Financial Sevices

Go to:

Plan Sponsor Services

Measuring Satisfaction

RFP Suppport

Industry Research