Marketing Exchange

The Marketing Exchange is an online marketing materials and sales resource that allows you to promote your capabilities to clients. Marketing Exchange offers a streamlined branding process, the ability to create customized email marketing campaigns, and an organized, searchable database of hundreds of documents and presentations.

Marketing Exchange houses the following materials and more:

  • Brochures and sales sheets
  • Compliance Checklist
  • E-newsletters, such as Compliance Corner and Retirement Compliance Quarterly
  • Newsletters, such as HR & Benefits Update, Retirement Legal and Compliance Update and Do it Well
  • White papers on health care reform and other important topics
  • Client-facing webinars
  • Client Service Model document
  • Proposal of Services document

Data Analytics

Benefits Partners’ wide range of analysis tools, including benchmarking, surveys, claims analysis, health plan provider analytics and more, deliver the hard data you need to monitor the health and well-being of your clients’ plans and solidify the confidence your clients have in you.


Benefits Partners provides fully customized and branded benchmarking reports with data from a variety of national and regional resources. Comparative reports include information on industry, employer size and geographic region. Benchmark reports are available for plan design, plan costs, and employer and employee contribution levels and more.

Benefits Surveys

With the Benefits Survey tool, you can create Web-based client or employee benefits surveys and deliver the results. The survey is a powerful prospecting, retention and plan design/benchmarking resource designed to measure employees’ attitudes, perceptions and understanding of their company’s benefits packages.

Retirement Plan Reporting Services

Through the Retirement Plan Advisory Group (RPAG), Benefits Partners provides comprehensive investment selection, monitoring and reporting services for your client’s retirement plan. RPAG tools include a proprietary investment reporting system that features a turnkey, CFA-led process, enabling you to deliver institutional-quality due diligence to your prospects and clients.*

Employee Communications

Benefits Partners provides communication services and benefits administration that you can offer to clients of all sizes, across a diverse range of industries. The targeted communications campaigns and materials make it easy for those clients to be clear and compliant — and for you to be the advisor who made it easy.


  • Employee newsletters
  • Total compensation statements
  • Enrollment brochures
  • Enrollment forms/rate sheets
  • Summary plan descriptions
  • Posters and postcards
  • Announcement flyers
  • Mailing services