Retirement Plan Monitor

Using actual 401(k), 403(b) and 457 accounts, Retirement Plan Monitor explores the plan participant experience offered by leading defined contribution plan providers. The research service will analyze the online and offline user experience offered by your competitors with a focus on website design and usability, online education tools, transaction capabilities, participant account documents, plan fees and more.

Tracks 20 Leading DC Retirement Plan Providers

  • ADP
  • Aon Hewitt
  • AXA
  • Charles Schwab
  • Empower Retirement
  • Fidelity
  • John Hancock
  • Lincoln Financial Group
  • MassMutual
  • Merrill Lynch
  • Nationwide
  • Principal
  • Prudential
  • T. Rowe Price
  • TIAA
  • Transamerica Retirement Solutions
  • VALIC
  • Vanguard
  • Voya Financial
  • Wells Fargo

Monthly Research Reports – In-depth reports that focus on the online plan participant user experience, retirement products, fees, mobile and more. Reports include:

  • Detailed reviews of each Retirement Plan Monitor firm
  • Key findings and best practice analysis to help improve your company’s offerings
  • Handy matrix summarizing your competitors’ offerings

Monthly Updates – Comprehensive review of updates and changes to competitor plan participant websites.

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.

Participant Website Videos – Go behind-the-login and take a first-hand look at the online resources being offered to plan participants by your competitors.

Participant Collateral Materials – All collateral materials and communications that we receive are available for subscribers to view or download online. This includes account statements, confirmations, newsletters, marketing pieces, disclosure documents and email communications.

Competitor Summary Matrices – Breakdown of the key participant site features offered by all Retirement Plan Monitor firms.

Analyst Support – Personalized research support from our experienced Retirement Plan Monitor team.

Andrew Way

Senior Analyst, Retirement Plan Monitor and RPM-Institutional Andrew Way heads the Retirement group at Corporate Insight which consists of the Retirement Plan Monitor and Retirement Plan Monitor – Institutional 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 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 Research Associate: Olivia Jack