Retirement Plan Monitor – Institutional: Sponsor Site Homepages and Dashboards
Effective homepage and plan dashboard design is a keystone to delivering easily navigable experiences that facilitate swift administrative action and access to impactful analysis. Along with their outsized impact on the user experience, these pages offer recordkeepers unique opportunities to emphasize flagship features, surface key messaging and steer sponsors to preferred contact channels. Firms take diverse approaches to the challenge of combining useful plan data, key links, task management interfaces and high-priority messaging while maintaining legibility and clean page displays.
As the following report shows, firms are increasingly leaning on holistic, high-impact plan health metrics, sophisticated task management interfaces and modular page design with intrapage tabs.
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