Excel/PDF Surveys

We recommend that you use the online surveys.  Responding online is easier than using the Excel or PDF surveys because data is partially pre-populated for returning users.  In addition, online help and data checks provide instant guidance and you get to see your preliminary results immediately.  If you prefer using Excel or paper (Adobe PDF), please select the appropriate icon below.

 

Survey Excel Adobe PDF
Investment Benchmarking Survey Excel XLS PDF PDF
DC Benchmarking Survey Excel XLS PDF PDF
CIEBA Membership Profile Survey Excel XLS

If you are interested in our Pension Administration Benchmarking Survey, contact us.