The Corporate Insight Blog provides our clients with current and upcoming digital trends, news, and insights across financial services industries on variety of digital topics including mobile finance, social media, online financial platforms, user experience best practices and other hot-button tech issues.
Olivia is a Research Associate for Retirement Plan Monitor and Retirement Plan Monitor – Institutional at Corporate Insight.
November 10, 2017 by Olivia Jack The topic of how to drive engagement among defined contribution plan participants is one of the most prevalent conversations in the retirement plan industry today. It is also a topic that pervades both our Retirement Plan Monitor and Retirement Plan Monitor – Institutional research; employee engagement resources was the topic of our October RPM – […]
October 24, 2017 by Olivia Jack Over the past two years, one of the most prominent trends in the digital retirement space has been the proliferation and evolution of retirement educational resources. Recordkeepers have consistently introduced new resources to participant sites, building out educational centers that cover comprehensive selections of retirement topics. The quality of resources continues to improve, and many […]
October 11, 2017 by Olivia Jack Sufficiently preparing for retirement can be a daunting task for many participants, but properly gauging retirement readiness can be equally arduous. Peer comparison features provide an intuitive way to help participants understand their progress toward achieving their retirement income goals, offering valuable context to data that may otherwise be less meaningful to participants. Peer comparisons […]
September 19, 2017 by Olivia Jack Leading financial websites across the banking, credit card and brokerage industries commonly provide secure message centers that allow customers to send messages easily to their financial institutions and often include additional capabilities. But as is often the case, retirement plan sponsor websites have not quite caught up, and only three firms—Charles Schwab, Principal and Vanguard—of […]
September 01, 2017 by Olivia Jack In March of this year, Corporate Insight published a blog post, The Emergence and Future of Plan Health Tools, that covered the rapid and widespread emergence of plan health tools across the plan sponsor websites tracked by our Retirement Plan Monitor – Institutional product. As these tools become more prevalent, they also become more central […]
July 26, 2017 by Olivia Jack The proliferation and evolution of retirement readiness resources continue to be of the most prevalent trends within the digital retirement space. As more and more recordkeepers introduce new and upgrade current resources, the selections of retirement readiness tools and calculators available on participants have become increasingly user-friendly and comprehensive. To this point, in 2017 alone, […]
July 12, 2017 by Olivia Jack As consumers continue to turn to their mobile devices to monitor and manage their financial lives, their expectations for app design and functionality are being set by leading institutions both inside and outside of the financial services industry. Usage statistics show a significant percentage of users typically do not advance beyond plan homepages when accessing […]
July 10, 2017 by Olivia Jack According to eMarketer, in 2016, over 31 million Americans who accessed the internet did so solely using mobile devices. The company expects that number to rise to over 41 million by 2020. Americans’ growing dependency on mobile devices for internet access means recordkeeping firms must ensure that participants can engage with their retirement plans from […]
June 13, 2017 by Olivia Jack The notion that one million dollars makes you rich is a prevalent, yet dangerous one. If you were to spend like the Barenaked Ladies, you would be a homeowner with a Picasso collection, full-time limousine driver and band of exotic pets. But if you make six figures a year and are hoping to maintain your […]
May 31, 2017 by Olivia Jack A well-designed homepage is among the most essential components of an effective retirement plan sponsor digital experience. As the front door of a plan sponsor portal, a homepage should communicate an assortment of critical plan information and illustrate the overall health of the plans that sponsors administer in a direct and intuitive manner. An effective […]