The CFDD is an independent
consulting/research firm specializing exclusively in full service 401(k)
program competitive analysis for the trade.
The CFDD has been
providing competitive analysis for more than a decade and our business
model has been centered around advisors since inception.
As a networking
organization, most of our analysis is based on advisor feedback and
clients include most of the advisor-sold providers, wirehouses, regional
b-ds and elite retirement specialists. The CFDD has also become a forum
for the top advisors specializing in retirement plans.
Unlike other infomediaries,
survey takers, news wires and proposal exchanges, the CFDD actually
analyzes 401(k) programs. The CFDD is not a “pay-to-play”
model, our analysis is not tied to vendor revenue and providers can’t
pay us to say nice things about them.
Unbiased Competitive
Analysis
The CFDD does not
ask permission to review products and there are no costs associated
with the review process. By serving only one master and operating with
a pure business model, the CFDD has become widely recognized as the
premier provider of unbiased, detailed, bottom-up competitive analysis.
The CFDD provides
content rich, useful information with real world application that helps
advisors identify competitive programs, make informed trade-offs, add
value improve closing ratios, replace brokers of record and focus on
production.
CFDD analysis also
helps providers, wholesalers and investment managers pursuing joint
distribution monitor competing programs, develop product, empower relationships
with advisors and improve sales.
Product Focused/Product
Neutral
The CFDD is not
a news wire or a proposal exchange. We do not conduct surveys, bestow
awards, editorialize, offer sponsor services or compete with our customers.
The CFDD is 100%
focused on competitive analysis and 100% product neutral.
The CFDD reviews
full service 401(k) programs, but unlike other service providers, we
do not rate, recommend or endorse products, providers or advisors.
Exclusively To
The Trade
The CFDD markets
exclusively to the trade and our analysis is not available to plan sponsors
or the media.
The CFDD does not
attempt to eliminate advisors or control the bid process, but rather
to provide clients with competitive analysis that enhances professionalism,
saves time and increases the probability of success.
Gathering meaningful
competitive analysis is a full time job and the CFDD’s analysis
also helps advisors focus on what generates revenue and client service.
