March 23, 2017

Comparing Social Security Benefit Estimators: What Drives Differentiation?

Social Security benefits are an important consideration in gauging one’s readiness for retirement. Good online calculators offer users vital insight into their own preparedness within the context of their overall financial picture. In our latest white paper, Comparing Social Security Benefit Estimators: What Drives Differentiation?, we explore a wide range of Social Security benefit estimators and […]
June 21, 2016

The Looming Problems with Retirement Planners

Gauging retirement readiness is among the most talked about topics in the retirement industry today.  Many leading financial firms provide publicly available retirement income projection tools to their website visitors. While all of these tools provide some sort of income projection, they vary in terms of intuitiveness, comprehensiveness and quality of results. In CI’s most […]
April 17, 2015

Slide Deck: Responsive Design in the Retirement and Insurance Industries

The emergence of versatile and intuitive tablets and mobile phones has sparked a shift in web development, from mobile websites and apps to multi-platform responsive websites. The responsive design shift is a targeted approach for the construction and visual structure of sites, with the goal of providing an optimal user experience across all devices. In […]
May 08, 2014

Whitepaper: Are Retirement Plan Providers Connecting with Young Participants?

Corporate Insight recently polled 990 retirement plan participants to collect data on their online preferences, behavior, use of the mobile channel, levels of satisfaction and numerous demographic factors. The complete results of this survey were published in Corporate Insight’s DC Plan Participant Survey Report.   In this whitepaper, we share a small portion of the […]
November 21, 2013

Best-in-Class for the Online DC Plan Participant Experience: A Competitive Analysis

Corporate Insight was in attendance for the 2013 SPARK Forum, an annual retirement conference which was held in West Palm Beach, Florida earlier this month.  The conference offers industry leaders a venue to discuss a variety of hot-button issues and topics including mobile capabilities and the legislation surrounding retirement plans.   CI’s own Michael Ellison, […]
July 29, 2013

Slide Deck: Optimizing the Online and Mobile Experience for Retirement Plan Participants

The 2013 SPARK National Conference was held in Washington, D.C. on June 16-18. Corporate Insight was not only an exhibitor at the conference, but we also led a session that focused on the digital experience leading retirement plan providers offer their plan participants online and via mobile apps.   Our 50-minute session was presented from […]
May 16, 2013

A Closer Look At Online Retirement Planning Resources [Slide Deck]

Retirement Plan Monitor is the latest addition to Corporate Insight’s lineup of Monitor research services. The service continuously tracks and analyzes the online and offline customer experience 18 leading retirement plan providers offer plan participants. The research focuses on website design and usability, online tools and transaction capabilities, education resources, client account documents, plan pricing, […]
April 24, 2013

Online Retirement Education Study: Examining Digital Planning Resources

The Online Retirement Education: Examining Digital Planning Resources study looks at the new, engaging practices retirement plan providers and annuity carriers are using to educate consumers and clients online. The study highlights a variety of digital resources being used by leading firms including video, interactive gaming, social media, podcasts and more. The study features: Key […]