December 07, 2017

Participant Site Homepage Trends

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 […]

November 10, 2017

Driving Employee Engagement: Lessons from the 2017 SPARK Forum

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 – […]

October 24, 2017

Trends and Tips: Participant Site Retirement Educational Resources

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 […]

October 11, 2017

Retirement Readiness Peer Comparisons: Best Practices and Recent Innovations

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 […]

October 03, 2017

#RetirementRookie Campaign Knocks It out of the Park

John Hancock’s #RetirementRookie ad campaign pairs a beloved superstar with local perspectives on retirement. With charming videos and ample opportunities for public engagement, retired Red Sox legend David Ortiz encourages fans to talk about retirement plans. As polls continue to report that more than half of consumers view financial services and insurance companies unfavorably, John […]

September 19, 2017

The Future of Plan Sponsor Site Messaging

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 […]

August 07, 2017

BlackRock and Legg Mason Reveal Investor Fears

BlackRock and Legg Mason both released their global investor surveys, focusing on sentiment, behaviors and trends in 2017. Both firms touch on similar themes, discussing the roles of technology, retirement and long-term goal planning. Legg Mason provides insight into investors’ motivations and biases, comparing perception, reality, technology and experience. BlackRock also analyzes investor sentiment by […]

Five Questions to Consider for Narrative Forms

In a rapidly changing digital world, online forms have changed surprisingly little since the earliest days of the internet. While forms play a crucial role in online tasks—particularly within financial services—there’s no need for online forms to maintain the same static layout as paper forms. Some financial services firms update forms by replacing lists of […]

August 01, 2017

Nationwide’s New 24/7 Concierge Program for Retirement Resources

Nationwide launched a new Care Concierge program, which allows 24-hour access to retirement resources for select variable annuity holders and their families. The service, aimed at helping clients prepare for and live in retirement, can help annuity holders with a range of tasks like accessing medical research, navigating Medicare and contacting health providers and attorneys. […]