Corporate Insight Launches Retirement Plan Monitor

New service to track online and offline client experience at leading 401(k) and 403(b) plan providers

NEW YORK--(BUSINESS WIRE)-- Corporate Insight, the leading provider of competitive intelligence to the financial services industry, has announced the launch of a new subscription research service, Retirement Plan Monitor. This new Monitor service will track the website capabilities and marketing materials that retirement plan sponsors provide to plan participants. Corporate Insight will offer subscribers an unbiased, first-hand view of the user experience by monitoring live accounts that are held by actual plan participants at each firm.

“Retirement plan participants are increasingly turning to the web to manage their plan investments. Unfortunately, the resources available to them are sometimes sub-par compared to what many brokerages and banks provide to their customers,” explains Drew Maresca, senior analyst for Retirement Plan Monitor. “Retirement Plan Monitor will provide firms with an informed look at the online capabilities and participant communications that their competitors provide, along with Corporate Insight’s analysis of industry trends and best practices. We are confident this will make it easier for our subscribers to create a best-in-class online user experience for plan participants.”

Corporate Insight will track a number of the industry’s top defined contribution plan providers including:

-- ADP

-- MassMutual

-- AON Hewitt

-- Mercer

-- Bank of America/Merrill Lynch

-- New York Life

-- Charles Schwab

-- Principal

-- Diversified


-- Fidelity

-- T. Rowe Price

-- Great West

-- Vanguard

-- ING

-- Wells Fargo

Retirement Plan Monitor’s inaugural report – Introducing 16 Retirement Plan Providers and their Participant Websites – analyzes three essential elements of the plan participant website experience: account maintenance resources, investment information and navigation. In the coming months, Corporate Insight will review the key aspects of each provider’s website, reporting on site changes and identifying industry trends and best practices. Future reports will focus on such topics as retirement planning tools and calculators, transaction capabilities, account statements, marketing materials and other essential online features and services.

In addition to Retirement Plan Monitor, Corporate Insight offers 11 other Monitor services that cover the entire online financial services spectrum, including annuities, brokerage, banking and credit cards, mutual funds, insurance and mobile finance.

To request a copy of the first Retirement Plan Monitor report or to speak with Corporate Insight, please contact:
Eileen Leonardo, 212-909-4782,
Stephanie DiIorio, 212-754-5181,

About Corporate Insight

Corporate Insight provides competitive intelligence and user experience research to the nation’s leading financial institutions. For two decades, the firm has tracked technological developments in the financial services industry, identifying best practices in online banking and investing, online insurance, social media, mobile finance, active trading platforms and other emerging areas. The firm helps its clients – including 70% of the financial services firms in the Fortune 500 – to stay on top of industry trends and improve their competitive position. Further information about Corporate Insight is available at

For Corporate Insight
Eileen Leonardo, 212-909-4782
Stephanie DiIorio, 212-754-5181

Source: Corporate Insight