Andrew Way

Drew is a Senior Analyst for Retirement Plan Monitor and Retirement Plan Monitor - Institutional at Corporate Insight.

Email: away@corporateinsight.com

Author's Posts

Defined Contribution Digital Benchmarking Shows Recordkeepers’ Plan Sponsor Portals Have Much Room for Improvement

August 22, 2019 by
While DC plan fees are undoubtedly the top concern among plan sponsors with respect to deciding on a recordkeeper and ensuring fiduciary responsibilities are met, there are a number of recent differentiators during the RFP process when a plan is considering changing recordkeepers. Specifically, the participant and plan sponsor digital capabilities are of increasing importance […]

A Roadmap of the Financial Wellness Ecosystem

December 06, 2018 by
Financial wellness has emerged as perhaps the most important trend impacting the retirement plan industry today. There is a growing consensus that employees’ personal finances not only impact individual workers and their families but also their employers and the nation as a whole. In this climate, employers and benefits providers are increasingly expected to help […]

2017 Gold Monitor Awards Winners: Retirement

January 26, 2018 by
We are excited to announce the release of Corporate Insight’s 2017 Monitor Awards, our annual reports that recognize firms across our coverage groups for excellence in the digital user experience they offer prospects, clients and advisors. Throughout January, we will be releasing a series of slide decks highlighting gold-medal-winning firms in each of our financial […]

Financial Wellness Permeates the PLANSPONSOR National Conference

June 13, 2017 by
Financial wellness was identified by our Retirement Plan Monitor research service as one of the most prominent trends in the digital participant experience since the start of 2016, and was the focus of both the February and March reports. This trend extends far beyond just the digital participant experience however, and was easily among the […]

Comparing Social Security Benefit Estimators

March 23, 2017 by
Social Security benefits are an important consideration in gauging one’s readiness for retirement. Good online calculators offer users vital insight into their own preparedness within the context of their overall financial picture. In our latest white paper, Comparing Social Security Benefit Estimators: What Drives Differentiation?, we explore a wide range of Social Security benefit estimators and […]

2016 Gold Monitor Awards Winners: Retirement

January 25, 2017 by
We are excited to announce the release of Corporate Insight’s 2016 Monitor Awards, our annual reports that recognize firms across our coverage groups for excellence in the digital user experience they offer prospects, clients and advisors. For more information about the awards and trends that we have observed over the last year, please see our news […]

Whitepaper: The Looming Problems with Retirement Planners

June 21, 2016 by
Gauging retirement readiness is among the most talked about topics in the retirement industry today.  Many leading financial firms provide publicly available retirement income projection tools to their website visitors. While all of these tools provide some sort of income projection, they vary in terms of intuitiveness, comprehensiveness and quality of results. In CI’s most […]

2015 Gold Monitor Award Winners: Retirement Plans

February 16, 2016 by
Corporate Insight’s 2015 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus on […]

CI Review: TD Ameritrade’s Revamped Private Education Center

February 20, 2014 by
TD Ameritrade launched a revamped private website Education Center, adding a host of resources to the reorganized section. Highlights of the new Education Center include a points program, virtual badges, a personal progress meter and improved search, filter and navigation features. The firm also added a variety of new educational content across a variety of formats, including videos, online courses, quizzes, live events and articles. TD Ameritrade has stated that it plans to continue to add content to its revamped Education Center over the upcoming months, including up to 200 new videos.

Slide Deck – Social Media Trends: Annuity and Life Insurance

October 15, 2013 by
Over the past decade, social media has drastically altered the landscape of communication, both personally and professionally. Although they weren’t the earliest adopters, many annuity issuers and life insurers are now using social media for their marketing and branding efforts. This slide deck highlights key social media trends across the insurance industry and offer tips for insurers looking to build out and bolster their social presence.