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.
March 22, 2017 by Olivia Jack When it comes to retirement planning, it is of paramount importance that participants, particularly those nearing retirement, have an accurate understanding of their income needs and the income they are on track to have. False confidence, both in terms of underestimating needs and overestimating future income, can be terribly detrimental. As a part of this […]
March 03, 2017 by Olivia Jack In our February Retirement Plan Monitor – Institutional Report, we cover the major enhancements made to the plan sponsor portals of our coverage group since the launch of our research service in January 2015. While multiple firms have made significant enhancements to websites, the most momentous and prevalent was the introduction of plan health tools. […]
January 25, 2017 by Olivia Jack This year, the Retirement Plan Monitor Awards Report featured much more turnover among podium winners than in previous years, due in part to revamped criteria importance weightings. These weightings are largely determined by the results of Corporate Insight’s DC participant surveys, which had more than 1,500 respondents this year and took a deeper dive into […]
January 09, 2017 by Olivia Jack Between the uncertain future of Social Security and decline of traditional pensions, it has never been more important for Americans to understand what it takes to prepare for retirement. Wells Fargo is broadening its retirement outreach with its new Retirement City game—a virtual world with quizzes and challenges to sharpen retirement knowledge. Participants choose from […]
November 20, 2016 by Olivia Jack Lincoln Financial’s new private site has a clear focus on educating participants and encouraging them to engage with the retirement planning process; the firm introduced responsive design and two retirement readiness resources to the homepage and launched the new Learning Center.
October 26, 2016 by Olivia Jack VALIC recently completely overhauled its public and participant websites. The new sites bear little resemblance to their former versions and embody key trends that have emerged in the digital DC plan participant landscape over the last year, including the proliferation of responsive design as well as an increased focus on employee retirement readiness and overall […]
May 18, 2016 by Olivia Jack More and more, consumers are turning to their mobile devices to manage their financial lives, and they expect to be able to access and accomplish a lot from their devices. While the growing reliance on mobile devices in the financial space is due in part to millennials entering the workforce, this trend crosses generational gaps; […]