Retirement Planscape assesses the plan sponsor market, identifying strengths and weaknesses in brand, loyalty and key experience metrics. The report explores what plan sponsors consider when switching or choosing a new provider. It also examines the use and perceptions of DC investment managers from the perspective of investment decision-makers from organizations offering 401(k)s.
NEW THIS YEAR: Plan sponsors’ greatest fears from cybersecurity threats and the steps they are taking to combat 401(k) plan leakage; the precise metrics plan sponsors use to evaluate the success of 401(k)s and financial wellness programs; and trends in plan design spanning HSAs, 401(k) student loan matching and MEPs/PEPs.
The report will enable subscribers to:
Monitor key drivers of plan sponsor consideration to retain current clients and acquire new business
Measure Loyalty & Momentum
Determine which levers to pull to build loyalty with current plan sponsors to maximize brand momentum
Understand Plan Sponsor Needs
Identify product and service offerings plan sponsors are looking for to increase satisfaction
Plan Sponsor Mind-Set
Plan Design and Financial Wellness
Effectiveness of Plan Providers
Plan Provider Brand Equity, Use and Satisfaction
Investment Menu Design
DC Investment Manager Brand Equity
DC Investment Manager Use and Satisfaction