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 […]

December 06, 2016

Robos Set Their Sights on Retirement Plan Providers

In just a few years, digital advice – or “robo” advice – has almost become a table-stakes offering in the brokerage industry. While much of the attention paid to digital advice focuses on the wealth management industry, fintech firms can be found throughout the financial services ecosystem, including services that aim to disrupt banking, payments […]

October 26, 2016

VALIC’s New Sites Embody Key Digital Retirement Trends

VALIC recently completely overhauled its public and participant websites. The new sites bear little resemblance to their former versions and embody key trends that have emerged in the digital DC plan participant landscape over the last year, including the proliferation of responsive design as well as an increased focus on employee retirement readiness and overall […]

October 13, 2016

Survey Results Reveal Lack of Retirement Income Solutions in the Workplace

Plan sponsors have long felt pressure to implement solutions that will keep investors on the road to a financially secure retirement. Under the threat of litigation, budgetary restraints and product expenses, plan sponsors are increasingly pressed to find solutions best suited to their participants’ financial goals. Amplifying the need for solutions, retirees regularly rely on […]