May 09, 2017

Could Nationwide’s New Guaranteed Retirement Income Option Fill a Marketplace Void?

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 […]

May 04, 2017

Industry Perspective on DOL Fiduciary Rule Impact

Last week, Corporate Insight attended the LIMRA Retirement Conference. The tenor of this year’s conference was strongly affected by the uncertainty surrounding the DOL fiduciary rule, although most firms already have plans underway for meeting the new standards. As one speaker remarked, DOL stands for “Document or Litigate.” The need for firms to adjust compliance […]

April 24, 2017

Reality Check: The Overconfident Retirement Plan Participant

Scottrade recently released a retirement study that explores investors’ attitudes toward retirement, financial advice and the (yet to be implemented) fiduciary rule. The study found that 85% of investors are at least somewhat confident that they will have enough money to retire comfortably, with Seniors (70+) most likely to say they are extremely confident. Corporate […]

April 20, 2017

Vanguard Unveils Modern and User-Friendly Retirement Plan Sponsor Website

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

Vanguard’s Revamped Participant Site Provides a Modernized, Simplified Digital Experience

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 […]

March 23, 2017

Comparing Social Security Benefit Estimators

Social Security benefits are an important consideration in gauging one’s readiness for retirement. Good online calculators offer users vital insight into their own preparedness within the context of their overall financial picture. In our latest white paper, Comparing Social Security Benefit Estimators: What Drives Differentiation?, we explore a wide range of Social Security benefit estimators and […]

March 22, 2017

Know What to Expect from Social Security?: Corporate Insight’s Latest White Paper Tackles Benefit Estimators

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 06, 2017

E*TRADE Hosts Sixth Annual Retirement Day

On March 7, E*TRADE will host its sixth annual Retirement Day, the firm’s attempt to engage prospective and existing clients alike through educational webcasts. Over the past decade, Americans have shown a lack of retirement income knowledge. Providing a forum for long-term investors to learn from and interact with professionals enables future retirees to be […]

March 03, 2017

The Emergence and Future of Plan Health Tools

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. […]