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Introducing Retirement Plan Monitor PDF Print E-mail
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:
 
  • ADP
  • Bank of America/Merrill Lynch
  • Charles Schwab
  • Fidelity
  • Great West
  • Hewitt
  • ING
  • JP Morgan Chase
  • MassMutual
  
  • Mercer
  • New York Life
  • Principal
  • TIAA-CREF
  • T. Rowe Price
  • Transamerica Retirement Solutions (Formerly Diversified)
  • VALIC
  • Vanguard
  • Wells Fargo
   
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:
  • Detailed reviews and assessments for each Retirement Plan Monitor firm
  • Industry-wide best practices summaries
  • Actionable recommendations for improvement
Monthly Updates– Comprehensive review of updates and changes to competitor plan participant websites with an emphasis on:
  • Website design & usability
  • Account information
  • Transaction capabilities
  • Interactive tools & calculators
  • 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.
 
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