Retirement Plan Monitor subscribers – a client version of the report summary slide deck is available (login required). Upon login, click “RPM Reports” under the RPM tab to download the slide deck. If you do not have CI Client Access, please complete theregistration form and we will get you setup with a username and password.
Preparing for Retirement: A Closer Look at Online Retirement Planning Resources focuses on the retirement tools leading plan providers offer participants online. The presentation slide deck is based on our latest Retirement Plan Monitor report, Retirement Planners: More than the Average Calculator, which goes behind-the login to offer in-depth reviews of the planning tools offered by leading providers.
The presentation features:
- Key findings and best practices from our in-depth research on online retirement planning resources
- Profiles of industry leading plan providers
- Recommendations for improving the retirement planning resources your firm offers plan participants online
Use the button below to download the Preparing for Retirement: A Closer Look at Online Retirement Planning Resources slide deck: