This Annuity Monitor Report evaluates our 17 coverage firms’ public site search tools. The search tools were analyzed with a strong focus on the following three key criteria:
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Accessibility of the keyword search field and additional search options on the public website
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Availability of search options beyond a basic keyword search
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Quality and depth of search results
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Security is of paramount importance for any and all financial transactions that are completed online. Over the recent years, technology improvements have helped firms protect sensitive information online. The implementation of unique user identification, multi factor authentication and stringent username, password and security question requirements provide the safety that clients demand. This report examines the client account login security features implemented by the Annuity Monitor coverage firms.
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One of the most difficult components of a financial professional’s job is completing new sales and building a loyal client base. Financial firms recognize this, and strive to provide their representatives with an edge in prospecting and maintaining clients by offering an array of engaging and informative sales resources on the advisor website. This report focuses on the sales resources provided on the advisor websites of Annuity Monitor firms.
This Annuity Monitor Report examines the sales resources provided by our coverage firms on their advisor websites. Fifteen firms’ sales resource offerings were analyzed on the following three key criteria:
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Accessibility and presentation of sales resources on the advisor website
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Selection and variety of advisor sales resources
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Quality and content of sales resources
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Social media is at the forefront of new marketing initiatives in the financial services industry. Recognizing the benefits of a strong social media brand, annuity providers are rapidly evolving to incorporate social media as a primary driver for product and firm marketing. This Annuity Monitor Report focuses on the current social media initiatives undertaken by the firms we track.
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Retirement Plan Monitor explores the actual participant experience offered by leading defined contribution plan providers. Utilizing live 401(k) and 403(b) accounts, the Retirement Plan Monitor research service will continuously track and analyze the online and offline user experience offered by your competitors. Our research will focus on website design and usability, online tools and transaction capabilities, education resources, client account documents, plan pricing, fees and more.
For additional information on Retirement Plan Monitor and an excerpt of a participant site review from our inaugural monthly report, please download the Retirement Plan Monitor 2012 Research Service Overview.
About Retirement Plan Monitor
Retirement Plan Monitor subscriptions are company-wide and contain a variety of deliverables that provide a comprehensive look at the online plan participant experience.
The current Retirement Plan Monitor coverage list includes:
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ADP
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Bank of America/Merrill Lynch
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Charles Schwab
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Fidelity
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Great West
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Hewitt
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ING
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JP Morgan Chase
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MassMutual
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Mercer
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New York Life
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Principal
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TIAA-CREF
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T. Rowe Price
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Transamerica Retirement Solutions (Formerly Diversified)
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VALIC
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Vanguard
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Wells Fargo
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The following deliverables are included in your Retirement Plan Monitor subscription:
Monthly Reports – In-depth reports that thoroughly examine key aspects of the online user experience and explore important industry trends. Reports include:
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Detailed reviews and assessments for each Retirement Plan Monitor firm
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Industry-wide best practices summaries
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Actionable recommendations for improvement
Monthly Updates– Comprehensive review of updates and changes to competitor plan participant websites with an emphasis on:
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Website design & usability
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Account information
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Transaction capabilities
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Interactive tools & calculators
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Educational resources
Participant Website Videos – Go behind-the-login and take a first-hand look at the online resources being offered to plan participants by competitor firms.
Participant Collateral Materials - All collateral materials and communications that we receive are available for subscribers to view or download online. This includes statements, confirmations, newsletters, marketing pieces, disclosure documents and email communications.
Competitor Matrices – Breakdown of the key features offered by all 16 Retirement Plan Monitor firms.
Analyst Access – Research support from our experienced Retirement Plan Monitor team.
For more information about our Retirement Plan Monitor service, please contact Ben Pousty at
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
or by phone at 212-832-2002 x-134. |
Periodic client account statements are the most important offline client deliverables. The client statement serves as the snapshot of overall account performance, and highlights the changing values over a period of time. This Annuity Monitor Report reviews the quarterly account statements firms send to their clients.
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