Best Practices: Retirement Plan Participant Phone App Home Screens

In Corporate Insight’s recent Retirement Plan Monitor Report regarding participant phone app home screens and plan dashboards, we determined best practices that emerge for three main aspects of the user experience: approach (i.e., comprehensive vs. multi-screen landing pages), plan data and resources.   Home Screen Approach Best Practices Most recordkeepers take a multi-screen approach: Include […]

Newest Product Releases in Life Insurance & Annuities: Q1 2019

In this free slide deck, we examine new product releases from annuity carriers and life insurers covered in Corporate Insight’s Annuity Monitor and Life Insurance Monitor research services. These include new releases from Lincoln Financial, Nationwide and Prudential. We provide a rundown of all new products released in the first quarter of 2019 and highlight […]

March 2019 Highlights: MassMutual Replaces Salesforce and PIMCO Addresses Gender Equality

MassMutual Announces Upcoming Advisor Platform to Replace Salesforce  MassMutual announced its intent to launch a new Advisor 360 platform which will feature three components: Client360, which provides a summary of each client’s financial profile; Practice360, which integrates all client views into a single Book of Business dashboard; and Investor360, which advisors can make available to […]

Meet Alex: Liberty Mutual’s New Digital Policy Advisor

Liberty Mutual debuted Alex, a digital policy advisor on its public site Customer Support page and its private site. Out of the 19 firms tracked by the Property & Casualty Insurance Monitor, only two other firms offer public site virtual assistants: Nationwide and USAA. Alex is a unique tool as it has different capabilities, acting […]

2018 Plan Sponsor Site Enhancements

Throughout 2018, Retirement Plan Monitor – Institutional coverage set firms improved site features and unveiled new capabilities and resources. Three prominent trends embody most of the changes that recordkeepers made to sponsor sites: the modernization of user interfaces, an increased focus on mobile capabilities and the continued development of plan health resources. In addition, multiple […]