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

by on Jul 29, 2013

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.

Online and MobileOur 50-minute session was presented from the consumer view, examining how leading retirement plan providers are currently meeting the core needs of their plan participants. While the focus of our presentation was primarily on digital resources – Web and mobile – we also discussed best practices within plan provider’s account statements.  Our research focuses on the four key questions plan participants want DC plan providers to help them answer on their participant website or mobile app:

  1. How am I doing?
  2. What should I do?
  3. What investment should I choose?
  4. How do I stay on track?

Below, is a new version of our presentation slide deck from the SPARK conference titled Optimizing the Online and Mobile Experience for Retirement Plan Participants. This slide deck features additional detail from our Retirement Plan Monitor team on industry best practices and includes five recommendations for DC plan providers looking to improve their Web and mobile offerings:

Optimizing the Online and Mobile Experience for Retirement Plan Participants from Corporate Insight

 

If you are unable to access SlideShare, click here to download the slide deck. For more great presentations from Corporate Insight, make sure to check out our SlideShare page!