Specifically, they should offer intuitive plan health dashboards, the research company says.
Tag: retirement plan provider websites
The expanded portal will provide the same level of service to retirees (who are currently receiving a payment/annuity) that it does to those still employed (or who are eligible but have not started to draw from their pension).
The company has improved navigation, provided more self-service features and information, and offered mobile access.
Using retirement readiness measures, advisers have access to an objective guide to help evaluate plan status, and allowing advisers to compare metrics for plans of similar size and scope provides assessment opportunities so advisers can easily adapt plans to accommodate changing dynamics.
The new website includes a detailed section about how unlimited investment lineup options can help 401(k) advisers give their clients the best chance of reaching retirement readiness.
The new website features a modern, easy-to-use design, improved navigation, and a blog it says will be an educational resource for employees and employers.
SponsorFIT is designed to help retirement plan sponsors monitor and improve plan health, as well as simplify plan administration.
A new analysis from Corporate Insight underscores the continued proliferation of “responsive design” within retirement plan service providers’ web offerings—benefiting plan participants and sponsors.
PlanMember Online is a collection of public-facing websites designed to meet the needs of specific audiences.