December 06, 2018

A Roadmap of the Financial Wellness Ecosystem

Financial wellness has emerged as perhaps the most important trend impacting the retirement plan industry today. There is a growing consensus that employees’ personal finances not only impact individual workers and their families but also their employers and the nation as a whole. In this climate, employers and benefits providers are increasingly expected to help […]

November 20, 2018

Better Safe Than Sorry: Annuity Firms Ramp Up Login and Security Features

Recent technological advances coupled with breaches and fraud scares have driven financial services firms to improve their login and security processes. Annuity firms, ever trailing industry leaders, are finally catching up. Login overhauls and bolstered security lead to more findable login pages and greater use of two-factor authentication. Account protection is a top priority, but […]

November 20, 2018

Select Life Insurance Needs Calculators Stand Out for Unique Features

Features on State Farm’s and USAA’s life insurance needs calculators set them apart as prospects research coverage options. Thus far in 2018, half of all adults have visited a life insurance company website to seek information online, making these resources imperative to bettering a prospect’s understanding of their coverage needs. Life insurance needs calculators allow […]

October 31, 2018

New and Improved Retirement Planners Help Prepare for the Future

Since Corporate Insight last reviewed retirement income projection tools in November 2016, firms consistently introduced new, high-quality planners and enhanced existing ones. AXA introduced its first income projection tool in February of this year. Another four firms—Charles Schwab, Empower Retirement, MassMutual and Vanguard—completely overhauled their retirement income projection tools. Each of the five firms’ new […]

October 17, 2018

Best Practices: Participant Documents

In reviewing online documentation capabilities for Corporate Insight’s latest Retirement Plan Monitor Report, a selection of best practices stands out in three areas: findability, document suites and delivery preference management. Findability Best Practices Centralize documents in a findable location: Integrate delivery preference management within document suite – Firms should let users modify their delivery preferences […]

April 13, 2017

Fidelity Continues to Embrace Blockchain Technology as it Now Joins IC3

Blockchain technology continues to make headlines in 2017, with buzz building on new collaborations between financial institutions and blockchain companies, and progress updates on blockchain projects moving pass pilot testing stages. This week, Fidelity Investments announced that its R&D unit – Fidelity Labs –  joined the Initiative for Cryptocurrencies and Contracts (IC3), a blockchain technology […]

June 09, 2016

Fidelity Unveils Updated Mobile App with Custom Feed

Over the past several months, firms throughout the financial services industry have begun to integrate personalization capabilities into their apps to meet mobile users’ growing expectation for customized and highly relevant content. Most recently, Fidelity unveiled a redesigned app for iPhone and Android, complete with a first-of-its kind, customizable Feed that delivers news and market […]