This Retirement Plan Monitor Report analyzed the login process for participants on their retirement plan sites. We assessed the location of login fields, as well as how stringent the requirements are to create, change and acquire a lost or forgotten username and/or password.
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This Retirement Plan Monitor Report analyzed the quarterly statements available to participants of retirement plans. We assessed the account-related data available on each statement, as well as the statement design.
Generally, statements were attractive and well-organized. Every firm in the Retirement Plan Monitor coverage group provides statements that feature bolded or large section headings. Additionally, 53% implement color within their statements.
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This Retirement Plan Monitor Report analyzed the mobile apps available to participants of retirement plans on iPhones, iPads and Android devices. Additionally, we assessed optimized mobile sites, but only in the instances in which apps were unavailable.
The iPhone app was the most common mobile resource; all but two firms assessed in this report feature iPhone apps. Fifty-four percent offer Android-ready apps, while only two of the firms assessed feature apps optimized for the iPad.
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In an effort to expand upon our research of the retirement plan industry, we have added coverage of J.P. Morgan and VALIC. This Retirement Plan Monitor report introduces the two retirement plan sites. Both firms offer a strong selection of educational resources. Our analysis of the firms also includes their navigation menus and their account summaries, respectively.
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Retirement planners should offer participants a well-rounded view of what their retirement may look like. They should provide an account balance which a participant may accrue prior to retirement. They should also list hypothetical monthly income, and they should explore hypothetical expenses, possible alterations to an annual salary and other factors, such as a spouse’s income and retirement plan situation. This Retirement Plan Monitor Report analyzes the retirement planning tools available to participants of retirement plans.
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