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. […]

July 26, 2017

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

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

Tips for Improving Participant App Home Screens

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 11, 2017

Prudential Personalizes Financial Wellness

As part of its recent private site revamp, Prudential expanded its educational resources with a wealth of articles, videos and recommendations. In an unusual arrangement, the firm allows prospects to create an account and save resources on a personalized My Financial Life microsite identical to the corresponding new private site section. The microsite allows anyone […]