Retirement Plan Monitor – Institutional

Retirement Plan Monitor – Institutional is a sister service to the existing Retirement Plan Monitor and examines the online and offline experience that leading retirement plan providers offer to plan sponsors and advisors. The services rounds out our research in the retirement plan industry and provides clients with an ongoing assessment of innovations in website content, design and functionality. Our aim is to help our clients stay on top of industry best practices and major changes impacting the competitive landscape. Working with actual plan sponsors, our research service provides retirement plan providers with a unique, first-hand look at the online resources and mar-com materials that comprise the plan sponsor and advisor experiences.

Tracks 15 Leading Retirement Plan Providers

  • Charles Schwab
  • CUNA Mutual
  • Empower Retirement
  • Fidelity
  • Lincoln Financial Group
  • Merrill
  • Nationwide
  • Principal
  • T. Rowe Price
  • TIAA
  • Transamerica Retirement Solutions
  • AIG Retirement Services
  • Vanguard
  • Voya Financial
  • Wells Fargo

Monthly Reports with Updates – In-depth reports that focus on key aspects of the digital user experience, including mobile and social media topics. The reports will also include an Update component that provides a comprehensive review of changes and additions made to the plan sponsor and advisor websites. Reports include:

  • Best practice summaries
  • Actionable recommendations
  • Detailed findings and assessments for each firm
  • A detailed analysis of any significant changes or additions made since the previous report

Quarterly Capabilities Matrix – Comparisons of key website and customer experience attributes across the target firms.

Monthly Research Report Summary Slide Decks – Key summary findings, best practices from industry leaders and recommendations from each report condensed into a convenient slide deck that can easily be shared with colleagues.

Analyst Access – Research support from our experienced Retirement Plan Monitor – Institutional team.

Andrew Way

Director of Research, Retirement, Annuities and Life Insurance Andrew Way is the Director of Research for Corporate Insight's Retirement Plan Monitor, Retirement Plan Monitor – Institutional, Annuity Monitor, and Life Insurance Insurance Monitor research services. He has conducted extensive research on the retirement, brokerage and insurance industries during his time at Corporate Insight, examining the online platforms and technological innovations that leading firms offer clients, prospects and financial professionals. He has been quoted in numerous financial and retirement publications, including PLANSPONSOR, 401k Wire, Fund Action, Money Management Intelligence and Ignites. Andrew graduated from Binghamton University in 2010 and has been a member of the Corporate Insight team since January of 2011.
  • Senior Analyst: Olivia Jack
  • Senior Research Associate: Claire Daly