Tag: Client satisfaction

Rising Health-Care Costs Concern Affluent Blacks

In its survey, “Wealth in Black America,” Northern Trust found that affluent Black Americans feel more responsible for financially supporting family members than other affluent households, but have similar concerns about retirement.  

Training New Plan Sponsors is Key

Research done by Anova Consulting Group shows how properly training new, small-market plan sponsors is imperative for advisers and plan providers to achieve client satisfaction. 

SPARK Adds to Q&A for 403(b) Best Practices

The SPARK Institute has posted more than 20 answers to new questions it has received regarding its 403(b) Plans Information Sharing Data Elements Best Practices and Best Practices for Multiple Vendor Plans Remittance and Census Data Elements. 

Retirement Plan Participants Want More Help

A new study finds that 60% of retirement plan participants want more personalized and effective communications, especially using current technologies such as Web sites, proactive e-mails, mobile, or on-demand videos.

2009 a Good Year for DC Participants – Considering…

The latest study by The Vanguard Group of its defined contribution recordkeeping data was full of good news with word that many of the 3.2 million participants in plans it recordkeeps ended 2009 in relatively good retirement shape despite the economic downturn.