Robin Green

Robin Green is an independent research consultant specializing in employee benefits and market research for institutional DC advisors and consultants. She has more than 30 years-experience developing thought-leadership and helping businesses grow while working at Deloitte Consulting, Ann Schleck & Co, Fi360, and North Highland Consulting.

As Founder, President and Head of Research for WinMore Plans, Robin and her team just launched the 2026 Practice Management Benchmarking study focused on DC Advisors. In 2023, eighty-four advisory firms, representing 319 DC offices across the country, $877billion in total retirement assets under management and 17,613 DC plans contributed data and participated in interviews to better understand what is working and what is not within their businesses! The study is based on legacy Ann Schleck research and provides deep, practical insight on how advisors fee for services, manage their internal operations, deliver plan sponsor services, engage with participants, reward staff, grow their pipeline and win more business.

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