A Closer Look At Online Retirement Planning Resources [Slide Deck]

by on May 16, 2013

Retirement Plan Monitor is the latest addition to Corporate Insight’s lineup of Monitor research services. The service continuously tracks and analyzes the online and offline customer experience 18 leading retirement plan providers offer plan participants. The research focuses on website design and usability, online tools and transaction capabilities, education resources, client account documents, plan pricing, fees and more. Subscribers have access to in-depth monthly reports and updates examining key aspects of the online participant experience.

Below is a slide deck summarizing our December 2012 Retirement Plan Monitor report – Retirement Planners: More than the Average Calculator. The report focuses on the online retirement planning resources offered to participants by leading plan providers. The slide deck offers a look at key findings from our research, examples of best practices from industry leading firms and a set of recommendations for improving your firm’s online retirement planners.


A Closer Look at Online Retirement Planners from Corporate Insight


For more great slide decks featuring CI’s latest research, make sure to visit the Corporate Insight SlideShare Page.