Olivia Jack

Olivia is a Research Associate for Retirement Plan Monitor and Retirement Plan Monitor - Institutional at Corporate Insight.

Email: ojack@corporateinsight.com

Author's Posts

Recordkeepers Kick Off the New Year by Enhancing Online Participant Education

February 08, 2018 by
It is not even midway through February, and already half of Retirement Plan Monitor’s 20 coverage group firms  have introduced new educational content to participant websites this year. Five firms added tools, and another five added resources that cover retirement and financial wellness topics. For the past two years, the Year in Review portion of […]

2017 Retirement Plan Mobile Enhancements

January 26, 2018 by
Over the course of 2017, multiple Retirement Plan Monitor coverage group firms launched new mobile apps and revamped existing apps, integrating more account data, introducing transaction capabilities and harnessing new mobile technologies to add app features. These are all welcomed enhancements as Americans continue to increase their already-high level of dependency on mobile devices for […]

Participant Site Homepage Trends

December 07, 2017 by
The retirement industry continues to seek ways to better engage participants with the retirement planning process and more effectively communicate the status of their portfolios. As a result, the retirement portfolio summary user experience has evolved and resulted in three key trends: the rise in distinct homepages and account-specific dashboards, increased dashboard or homepage retirement […]

Driving Employee Engagement: Lessons from the 2017 SPARK Forum

November 10, 2017 by
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 – […]

Trends and Tips: Participant Site Retirement Educational Resources

October 24, 2017 by
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 […]

Retirement Readiness Peer Comparisons: Best Practices and Recent Innovations

October 11, 2017 by
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 […]

The Future of Plan Sponsor Site Messaging

September 19, 2017 by
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 […]

dailyVest’s PlanAnalytics Embodies Trend Toward More Intuitive and Robust Plan Health Tools

September 01, 2017 by
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 […]

TIAA’s and Vanguard’s New Retirement Readiness Resources Embody Industry Trends

July 26, 2017 by
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, […]

Tips for Improving Participant App Home Screens

July 12, 2017 by
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 […]