Claire Daly April 12, 2018
After Enhancing Retirement Readiness Resources, Firms Turn Their Attention to Holistic Financial Wellness
After bolstering their retirement readiness resources, firms have now moved to improve their general financial wellness educational offerings. In recent weeks, Voya Financial and John Hancock introduced new financial wellness tools and refined existing resource organization, making their general financial education suites more robust and easier to browse. John Hancock rebranded the My Learning Center […]
- Topics:
- Retirement
Transamerica highlights the connection between health and wealth with the recent revamp of its business, including a new public site, a partnership with a workplace benefit administration firm and a test version of a new financial app. The app is separate from the existing retirement account app, My TRSRetire, and can be used by anyone. […]
Each February, Corporate Insight’s Retirement Plan Monitor – Institutional service releases a Plan Sponsor Update Report that reviews major plan sponsor site enhancements, highlights emerging trends and offers forecasts for the digital sponsor space. This year, 43% of coverage group firms released significant enhancements that we analyze in the report. There was moderate consistency regarding […]
It is not even midway through February, and already half of Retirement Plan Monitor’s 20 coverage group firms have introduced new educational content to participant websites this year. Five firms added tools, and another five added resources that cover retirement and financial wellness topics. For the past two years, the Year in Review portion of […]
Over the course of 2017, multiple Retirement Plan Monitor coverage group firms launched new mobile apps and revamped existing apps, integrating more account data, introducing transaction capabilities and harnessing new mobile technologies to add app features. These are all welcomed enhancements as Americans continue to increase their already-high level of dependency on mobile devices for […]
We are excited to announce the release of Corporate Insight’s 2017 Monitor Awards, our annual reports that recognize firms across our coverage groups for excellence in the digital user experience they offer prospects, clients and advisors. Throughout January, we will be releasing a series of slide decks highlighting gold-medal-winning firms in each of our financial […]
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 […]
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 – […]
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 […]
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 […]