Maximize Participant Contribution Intent and Engagement, Leverage Cross-sell Opportunities and Attract Rollover Dollars
Defined contribution (DC) recordkeepers and investment managers are regularly gated from their end customer—DC participants—by plan sponsors, making it incredibly difficult to build deep relationships and serve participants’ holistic financial planning needs. Without input from the end customer, providers have no insight into participants who are likely to make a contribution or plan investment change or how participants’ perceptions of their firm are shaped.
DC Participant Planscape looks at the DC plan participant experience and asks participants the questions your firm can’t ask them. The report benchmarks the top plan providers using critical satisfaction measures and examines the attitudes and perceptions that inform participant planning and investing behavior. Maximize participant contributions and engagement levels, leverage cross-sell opportunities and attract rollover dollars with this report.
Maximize Participant Satisfaction
Uncover the features, offerings and retirement tools participants want from providers to maximize satisfaction and retain assets
Identify Cross-sell Opportunities
Develop successful cross-sell programs and validate participants’ desire for additional contact from plan providers
Attract Rollover Dollars
Identify the factors participants consider when selecting a rollover IRA provider to keep current plan assets in-house and attract new rollover dollars