Retirement Plan Research Services: Sponsor Platform

Transform your website into a usable yet comprehensive resource for your plan sponsors.

The Retirement Plan Monitor – Institutional monthly subscription shows you how to create a best-in-class digital sponsor experience to drive better employee retirement outcomes.

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How Retirement Plan Research Services Gives You an Edge

Our survey-backed research helps you give sponsors the tools and data they need to effectively administer their plans and better understand and serve employees. We give you an authentic look at sponsor platforms from

leading recordkeepers, analyzing everything from plan health tools and employee engagement to participant search tools and employee management.

The Value in Our Deliverables for Retirement Plan Research Services: Sponsor Platforms

Experience Reports

Dive deep into monthly qualitative reports that each focus on a key aspect of the retirement plan sponsor digital journey. Reports benchmark industry leaders with ratings that assess best practices and critique aspects including usability, navigation and personalization.

Competitor Capabilities

Drill down through the details with our side-by-side matrix comparing industry leader capabilities across hundreds of data points. Find out which firms offer each feature, and discuss them with our analysts.

Dedicated Analyst Support

We provide personalized support from our dedicated team of Retirement Plan Research analysts to help you dig deeper into our research. Have an ad-hoc question about a competitor’s sponsor site offerings? We’re here to give you an edge.

Institutional Survey Report – Plan Sponsor Websites: Perception and Engagement

This Institutional Report summarizes and analyzes data from our 2019 DC Plan Sponsor Survey. Overall, sponsors’ satisfaction with websites is relatively high, but room for improvement remains in certain categories.

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Success story

A large recordkeeper was interested in making upgrades to its sponsor site alerts/notifications system and contacted CI’s Retirement Plan Research Services team for assistance. We set up a meeting to review a recent Retirement Plan Monitor – Institutional report that we wrote on the subject, which took a deep dive into the ways that an effective suite of alerts can enhance the plan sponsor digital experience. The client was particularly interested in how the use of icons and other attention-grabbing features can help sponsors prioritize and identify which alerts require immediate action. We were able to show the recordkeeper which competitors in our coverage group offer the strongest alerts systems and direct them to detailed experience profiles within the report for screenshots.