DALBAR Crowns Top Retirement Plan Providers for Stellar Plan Sponsor Web Experiences
DALBAR Crowns Top Retirement Plan Providers for Stellar Plan Sponsor Web Experiences
MARLBOROUGH, Mass., Sept. 10, 2024 /PRNewswire/ -- DALBAR, the source for financial services market research, announced the results of three 2024 studies on digital experiences for plan sponsors. The annual Plan Sponsor Website Ranking takes a holistic look at online resources offered to plan sponsors. Meanwhile, focused studies on Self-Service Reporting and Plan Sponsor Plan Dashboards delve more deeply into the specific functionality of reporting tools and dashboards.
馬薩諸塞州馬爾伯勒，2024年9月10日 /PRNewswire/ — 金融服務市場研究的消息來源達爾巴公佈了2024年三項針對計劃發起人數字體驗的研究結果。年度計劃贊助商網站排名全面審視了向計劃發起人提供的在線資源。同時，對自助報告和計劃發起人計劃儀表板的重點研究更深入地探討了報告工具和儀表板的特定功能。
Recognized Leaders
公認的領導者
- Principal Financial Group and TIAA secured top spots in the Plan Sponsor Website Ranking, demonstrating excellence in functionality, usability, and behavior-centric support. Principal Financial Group also stood out for its innovative Retirement Wellness Score tracker and interactive charts, while TIAA was recognized for robust financial wellness resources and its Plan Sponsor Calendar housed directly on the dashboard.
- John Hancock was lauded for its multi-faceted and informative analytic reports, merging best practices in data visualization and user experience. It also provides context-specific support, facilitating more seamless utilization of the platform.
- Lincoln Financial and Nationwide were recognized for their robust training and support resources, enabling plan sponsors to navigate complex reporting systems and maximize their use of available tools. Lincoln Financial also received praise for its well-organized dashboard design and clear labeling, while Nationwide was noted for its exceptional customization options and effective use of color-coding.
- 信安金融集團和TIAA在計劃發起人網站排名中名列前茅，這表明了其在功能、可用性和以行爲爲中心的支持方面的卓越表現。信安金融集團還憑藉其創新的退休健康評分追蹤器和交互式圖表脫穎而出，而TIAA因其強大的財務健康資源而獲得認可，其計劃贊助商日曆直接顯示在儀表板上。
- 約翰·漢考克因其多方面且內容豐富的分析報告而受到讚譽，這些報告融合了數據可視化和用戶體驗方面的最佳實踐。它還提供針對特定環境的支持，促進平台的更無縫利用。
- Lincoln Financial和Nationwide因其強大的培訓和支持資源而獲得認可，這使計劃發起人能夠駕馭複雜的報告系統並最大限度地利用可用工具。林肯金融還因其井井有條的儀表板設計和清晰的標籤而受到好評，而Nationwide則因其出色的定製選項和有效使用顏色編碼而聞名。
The firms recognized in these studies have demonstrated their commitment to meeting the ever-evolving needs of plan sponsors and administrators.
這些研究中認可的公司已表明他們致力於滿足計劃發起人和管理者不斷變化的需求。
About DALBAR
關於 DALBAR
DALBAR is the source for independent financial services market research dedicated to raising the standards of excellence in the financial services industry. Focusing on audience behavior and communications, DALBAR provides research, ratings, and benchmarking that empower financial firms to create impactful and meaningful connections with their clients.
DALBAR是獨立金融服務市場研究的來源，致力於提高金融服務行業的卓越標準。DALBAR專注於受衆行爲和溝通，提供研究、評級和基準測試，使金融公司能夠與客戶建立有影響力和有意義的聯繫。
SOURCE DALBAR, Inc.
來源 DALBAR, Inc.
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