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 […]

July 10, 2017

Prudential’s New Retirement Mobile Apps Welcomed News as Mobile Device Dependency Rises

According to eMarketer, in 2016, over 31 million Americans who accessed the internet did so solely using mobile devices. The company expects that number to rise to over 41 million by 2020. Americans’ growing dependency on mobile devices for internet access means recordkeeping firms must ensure that participants can engage with their retirement plans from […]

June 13, 2017

If I Had a Million Dollars…I Still Could Not Retire

The notion that one million dollars makes you rich is a prevalent, yet dangerous one. If you were to spend like the Barenaked Ladies, you would be a homeowner with a Picasso collection, full-time limousine driver and band of exotic pets. But if you make six figures a year and are hoping to maintain your […]

June 01, 2017

Women Face a Challenging Path to Retirement

Findings from Corporate Insight’s 2016 DC Plan Participant Survey indicate that most 401(k) plan participants are optimistic about their retirement outcomes. As we discussed in April, however, this high degree of confidence is largely unfounded considering that many participants are not saving enough and are ill-informed about retirement planning. Women in particular are especially vulnerable […]