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.
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 […]
May 09, 2017 by Olivia Jack The decline of traditional pensions, increase in life expectancy and potential for a low returns environment over the coming decades mean that many Americans will need to supplement the retirement income they can expect from Social Security and employer-sponsored plans to adequately prepare for retirement. Consumers currently have the option to choose from a number […]
April 20, 2017 by Olivia Jack Vanguard Retirement Plan Access, the firm’s 401(k) offering for small and mid-sized plans, recently overhauled its plan sponsor site. Vanguard introduced a more streamlined, intuitive navigation structure and an aesthetically appealing design that matches the participant website. Together, these enhancements make for a more modern and user-friendly digital experience. Vanguard revamped its small and mid-sized […]
April 20, 2017 by Olivia Jack Vanguard recently unveiled its new participant website, Vanguard Retirement Plan Access, its 401(k) offering for small and mid-sized plans. The firm introduced a revamped homepage, consolidated main menu and new site design. The new homepage clearly communicates key participant data and houses the firm’s updated Retirement Outlook tool. Its selection of quick links, coupled with […]