Pensions
Employee
Participation in Voluntary Retirement Plans (Multiple
Studies)
Interviews with employees that either joined or declined membership
in voluntary retirement plans identified the key things that drive employee
decisions and what suppliers can do to increase plan participation. Differences
between management and hourly workers are considered.
Global Branding in the DC Pension Market
On behalf of one of the world’s largest fund managers,
developed a global framework to track their brand position among consultants
and pension funds. The initial study focused on positioning in the US,
UK and Canada before expanding to other markets. Recommendations for improving
positioning were included.
Evaluation of a New Pension Reporting System
Interviews with clients early in the implementation process led to immediate
improvements in the remaining roll-out of a new pension reporting system.
Interviews at 6 months and 12 months after implementation identified service
and reporting concerns that our client was able to remedy quickly. The
process ensured a smooth roll-out with higher than average client satisfaction.
What do 401k plan members need to learn
This study combined research reports and Internet sources to identify the
content that plan members need to learn. Reference to “safe harbor”
legislation and educational mandates formed part of the background.
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