CPAs and Brokers: Survey on HR and Benefits Decisions

What We're Researching

We're running a paid study on the evolving landscape of HR and benefits decision-making. Our goal is to understand the core factors that drive benefit selection and administration choices in professional environments. The insights gathered will help map out current industry trends and common administrative workflows.

How It Works

You will complete an 11-minute quantitative survey using our secure online platform. The questionnaire will guide you through multiple-choice and ranking questions regarding your approach to benefit evaluation. You will evaluate various administrative scenarios and select the options that best align with your professional practices. The entire process is asynchronous and can be completed at your convenience.

Who This Is For

We welcome practicing CPAs, licensed insurance brokers, and benefits consultants who actively advise on or manage employee benefits. Candidates should have direct experience navigating HR policies and benefit plan selections. Professionals working independently or within larger advisory firms are highly encouraged to apply.

Responsibilities

• Complete an 11-minute online quantitative survey on your own schedule
• Evaluate different HR and benefits scenarios based on your professional experience
• Rank various decision-making factors related to benefit plan administration
• Provide accurate reflections of your current advisory or management practices

Requirements

• Currently practicing as a CPA or licensed insurance broker
• Professional experience advising on or managing HR benefits
• Familiarity with current benefit plan structures and administration workflows
• Comfortable completing a structured, asynchronous online questionnaire