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Frequently Asked Questions

Q After I register my company, what happens next?
Q Our parent company is located outside of the United States. Are we still eligible to participate?
Q We have several companies operating in the United States under one parent holding company. Each company has its own Employer Identification Number (EIN) and its own set of benefits and working environments. Do I need to register each company?
Q We have several offices/facilities in the United States that operate using the same EIN and same set of employee benefits and procedures. Do I need to register each company separately?
Q Our company has employees in many states. Will I need to survey all employees throughout the United States?
Q What if our workforce contains union employees?
Q Our company employs seasonal, temporary, per diem and independent contractor employees. Should they be included in the survey?
Q Is there a fee to participate?
Q Do surveys go to everyone?
Q We have more than 250 associates to be surveyed. Who decides which employees will receive the survey and how they are selected? Do we have to provide you a list of who is being surveyed?
Q Are managers included in the employee survey?
Q How long will it take to complete the employer questionnaire? Will it require a lot of research?
Q What if not all of the employees complete and return their survey? Is there a minimum response rate?
Q How does the online survey process work?
Q Not all of our employees have email addresses. Can they still take the online survey?
Q I am concerned about the confidentiality of the survey process.
Q Can job roles and department demographics on the employee survey be customized to more closely align with our organization?
Q Can I see samples of both the employer questionnaire and the employee survey?
Q What information is included in the Employee Feedback Report and when will we receive it? What is the benefit of purchasing this report?
Q What is the benchmarking?
Q How do I order my company's Employee Feedback Report?
Q When will we find out if our company made the list and where we rank?
Q A portion of our employees do not speak English. Do you offer employee surveys in alternate languages?
Q How much is the fee to translate the employee survey into another language?
Q How will my company be notified throughout the survey process? Will I receive regular updates?
Q Who can I contact with additional questions?
Q What if my company registers for the program and then needs to withdraw? Is it possible to be removed from the process?
Q Does Best Companies Group have any other programs, surveys or services?
Answers
Q After I register my company, what happens next?
A Please refer to the Timeline for a detailed list of important dates and deadlines for the program. All registered companies will be notified regularly of upcoming deadlines via email. We highly recommend that you whitelist so that the email address will be an approved sender. You may also want to regularly check your spam or junk folder to make sure that important updates are not missed. It is of vital importance that you read all communications, updates and instructions thoroughly.

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Q  Our parent company is located outside of the United States. Are we still eligible to participate?

A As long as you employ at least 15 full- or part-time permanent employees in the United States, you are eligible. Only employees working in the United States are eligible to participate.

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Q We have several companies operating in the United States under one parent holding company. Each company has its own Employer Identification Number (EIN) and its own set of benefits and working environments. Do I need to register each company?

A Yes. Since each company is its own entity with its own benefits and working environment, each must be registered separately. Each subsidiary company must have at least 15 full- and part-time permanent employees working in the United States to be eligible.

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Q We have several offices/facilities in the United States that operate using the same EIN and same set of employee benefits and procedures. Do I need to register each company separately?

A No. If multiple locations, branches, facilities, offices, etc., operate under one company and the same EIN, you need submit only one registration for the company. We will then conduct a survey of that company's employees randomly selected from its various business units throughout the United States, up to a total of 400 employees.

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Q Our company has employees in many states. Will I need to survey all employees throughout the United States?

A Yes, all full and part-time permanent employees working in the United States must be surveyed. If you employ more than 250 employees a random sample will be surveyed.

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Q What if our workforce contains union employees?
A We make no distinction between union vs. non-union employees. All employees must be included in the survey.

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Q Our company employs seasonal, temporary, per diem and independent contractor employees. Should they be included in the survey?
A No. Seasonal, temporary, per diem, independent contractors, interns, volunteers or consultants should not be included in the survey process. We only want to survey permanent full- and part-time employees.

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Q Is there a fee to participate?
A No. Participation in the Best Places to Work for Financial Advisers program is absolutely free if your bank is eligible for the online survey process. Please see the Assessment Process for process requirements and fees.

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Q Do surveys go to everyone?

A If you have 250 or fewer employees in your company, then the answer is yes. If you employ more than 250 associates throughout the United States, a random sample of up to 400 employees will be asked to complete the survey. Please see the Assessment Process for more information. Please review the Eligibility page to ensure that you are including all eligible employees.

Best Companies Group offers the option to survey more employees than the random sample calculated and/or include additional employees in the survey process who work outside of the United States. Please contact Best Companies Group for details and pricing and see the Timeline for the deadline to submit your request.

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Q We have more than 250 associates to be surveyed. Who decides which employees will receive the survey and how they are selected? Do we have to provide you a list of who is being surveyed?
A The random selection process will be conducted by Best Companies Group for companies choosing the online employee survey process.  These companies will be asked to upload a list of all employee email addresses into an online portal -- the online portal address will be sent to the primary contact at the company shortly after registration closes.  Best Companies Group will then randomly select the appropriate amount of employees (based on company size) to receive the survey.  Please see the Timeline for dates surrounding the portal.  

 


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Q Are managers included in the employee survey?

A Yes. All employees will be asked to complete a survey unless the company has more than 250 employees. For companies employing over 250 associates, a random sample will be chosen from the entire group of employees, including managers. Employees of all job levels should be included in the survey process - including founders, partners, and executive management and line-level employees.

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Q How long will it take to complete the employee survey?

A It should only take about 10 to 15 minutes for each associate to complete the employee survey.

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Q How long will it take to complete the employer questionnaire? Will it require a lot of research?

A The Employer Benefits & Policies Questionnaire may take between 8-10 hours to complete, depending upon how much time it takes to retrieve your company's information regarding policies, practices and demographics. Some research may be necessary. The questionnaire must be completed and submitted online. A list of questions can be found on the Survey & Report Samples page.  We recommend that you begin gathering the information requested in the questionnaire prior to the survey start date, so that when the actual invitation is sent, you can simply enter the requested information online.

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Q What if not all of the employees complete and return their survey? Is there a minimum response rate?

A We are looking for a response rate of approximately 65% or greater, therefore it is not necessary that all employees who receive a survey return it. Companies who have not reached 65% may still be considered, however response rates are taken into account during the analysis process. The higher the response rate the more representative it will be of your company as a whole and the more valuable your company's data will be at the end of the process.  

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Q How does the online survey process work?

A To begin the online survey process, companies must first submit a list of employee email addresses. We prefer that you submit company email accounts only. An email invitation containing unique access information from Best Companies Group will be sent directly to employees. Employees will be guided to a secure web page where they can submit their responses confidentially.

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Q Not all of our employees have company email addresses. Can they still take the online survey?

You can still use the online survey provided that at least 70% of your employees have company email addresses. Employees who do not have company email addresses can still be included in teh survey, as long as they represent no greater than 30% of your employee population. For those 30% or less of employees without company email addresses, we can provide access codes. Click to learn more about Access Codes.


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Q I am concerned about the confidentiality of the survey process.

A We will make every effort to maintain the anonymity of those completing the survey as well as protect the summarized data of all participating companies. Please see our Statement of Confidentiality for more information. Please note that in order to maintain the anonymity of respondents, if the Employee Demographic Report is puchased as part of the Employee Feedback Report, we will not include response data for any employees who fall into any demographic category with less than five (5) individuals.

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Q Can job roles and department demographics on the employee survey be customized to more closely align with our organization?

A Yes. For a standard minimum fee of $795, job roles and department demographic categories can be customized. For more information, please call Best Companies Group or select "Yes, I am interested in receiving more information." in the Additional Survey Options section on the last page of the registration form. Please see the Timeline for the deadline to request employee survey customization.

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Q Can I see samples of both the employer questionnaire and the employee survey?

A Yes, you can see samples on the Assessment Process page or click to view the Survey & Report Samples.

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Q What information is included in the Employee Feedback Report and when will we receive it? What is the benefit of this report?

A The Employee Feedback Report provides valuable insight into what your employees are thinking.  The three-part Employee Feedback Report is sent electronically and will contain large spreadsheets detailing and summarizing your employees' responses to the 78 survey questions (in percentage form). It will also include detailed instructions on how to interpret the results. The reports will be emailed to each company that purchases the report, shortly after the companies are notified whether or not they made the list. Companies will also receive employee responses to the two open-ended questions on the survey.  These comments will be worded exactly as submitted by employees. National benchmarking is also included so companies can compare themselves to those companies on the Best Places to Work for Financial Advisers list, as well as those companies that did not make the list. This portion of the report will be sent after the rankings have been released. If you would like to see samples of the report content, please see the Employee Feedback Report page.

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Q What is the benchmarking?

A The Employee Benchmark Report contains the averages of the employee survey responses to the questions asked on the employee survey from the companies making the Best Places to Work for Financial Advisers list and companies that did not make the list. This information will allow your company to compare itself to the Best Places to Work for Financial Advisers. This report comes as part of the purchased Employee Feedback Report. Please see Report Options for samples and further details. Both reports are delivered after the final rankings are revealed.

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Q How do I order my company's Employee Feedback Report?

A An Employee Feedback Report can only be ordered once you have registered to participate in the Best Places to Work for Financial Advisers program. To register click here. If you have already registered please call Best Companies Group at (877) 455-2159 or click on the Order Your Reports link.

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Q When will we find out if our company made the list and where we rank?

A You will receive a notification letter or email informing your organization whether or not you made the list. If you make the list, you will find out where you rank in an issue of InvestmentNews. See the Timeline for more details.

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Q A portion of our employees do not speak English. Do you offer employee surveys in alternate languages?

A Yes. We offer employee surveys in a variety of additional languages. There will be an additional $205 fee to cover the cost of translation per language. If your company needs an additional language please select the "Languages" option on the registration form. Please see the Timeline for the deadline to request alternate language surveys.

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Q How much is the fee to translate the employee survey into another language?

A The fee to have the employee survey translated into another language is $205 per language. Spanish surveys are available via the online survey.

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Q How will my company be notified throughout the survey process? Will I receive regular updates?

A Best Companies Group primarily works through email. You will receive periodic updates regarding the survey timeline. However, we recommend that you also keep track of dates that we send to you in your calendars. It is important that you read all instructions and details sent to you from Best Companies Group.

We highly recommend that you whitelist so that the email address will be an approved sender. You may also want to regularly check your spam or junk folder to make sure that important updates are not missed.

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Q Who can I contact with additional questions?

A Please call Katie Henson at Best Companies Group at (717) 323-5278 or email her at

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Q What if my company registers for the program and then needs to withdraw? Is it possible to be removed from the process?

A All companies that submit a registration form are considered active participants in the Best Places to Work for Financial Advisers program. If your company wishes to withdraw from the survey process, Best Companies Group must be notified immediately. Once the survey process has begun (after Oct. 12, 2017), a $250 withdrawal fee will be applied in addition to the total fees incurred for any special requests (customization orders, language translations, paper survey processing, etc.). Please contact a Best Companies Group representative to withdraw from the process.

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Q Does Best Companies Group have any other programs, surveys or services?

A Yes. Best Companies Group is identifying and recognizing great workplaces on national, state, regional and industry stages. For a complete list of programs or to learn more about our additional services, please visit www.BestCompaniesGroup.com.

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