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. […]

January 25, 2017

Retirement Plan Monitor Awards: Changes in Participant Priorities and Behavior Lead to Podium Shake Up

This year, the Retirement Plan Monitor Awards Report featured much more turnover among podium winners than in previous years, due in part to revamped criteria importance weightings. These weightings are largely determined by the results of Corporate Insight’s DC participant surveys, which had more than 1,500 respondents this year and took a deeper dive into […]

January 25, 2017

2016 Gold Monitor Awards Winners: Retirement

We are excited to announce the release of Corporate Insight’s 2016 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. For more information about the awards and trends that we have observed over the last year, please see our news […]

January 09, 2017

Wells Fargo’s Retirement City Brings Innovation to Participant Education

Between the uncertain future of Social Security and decline of traditional pensions, it has never been more important for Americans to understand what it takes to prepare for retirement. Wells Fargo is broadening its retirement outreach with its new Retirement City game—a virtual world with quizzes and challenges to sharpen retirement knowledge. Participants choose from […]

December 21, 2016

Economic hurdles, retirement plan design inefficiencies discourage Millennials from saving for retirement

The post below is adapted from our newest special study, Satisfying Today’s Retirement Plan Participant. To secure your copy of this research report, please contact your Corporate Insight Relationship Manager. America’s working population is undergoing shifts that will inevitably affect the retirement plan industry, with millions of Baby Boomers retiring and as many Millennials joining […]

December 15, 2016

Satisfying Today’s Retirement Plan Participant: Study Now Available

Our latest study, Satisfying Today’s Retirement Plan Participant, is now available! This study shares the results of our September 2016 survey of close to 1,500 DC plan participants, shedding light on participant satisfaction with providers and examining such key aspects of the relationship as advice and planning offerings, communication, mobile apps and websites. We also […]

December 07, 2016

CI Interview: Satisfying Today’s Retirement Plan Participant

This month, Corporate Insight will publish a new special study on the retirement space. Satisfying Today’s Retirement Plan Participant combines insights from an in-depth survey of close to 1,500 retirement plan participants with our analysis of retirement industry trends and emerging best practices for the digital participant experience. The report also analyzes the challenges facing […]