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.
马萨诸塞州马尔伯勒，2024年9月10日 /PRNewswire/ — 金融服务市场研究的消息来源达尔巴公布了2024年三项针对计划发起人数字体验的研究结果。年度计划赞助商网站排名全面审视了向计划发起人提供的在线资源。同时，对自助报告和计划发起人计划仪表板的重点研究更深入地探讨了报告工具和仪表板的特定功能。
Recognized Leaders
公认的领导者
- 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.
- 信安金融集团和TIAA在计划发起人网站排名中名列前茅，这表明了其在功能、可用性和以行为为中心的支持方面的卓越表现。信安金融集团还凭借其创新的退休健康评分追踪器和交互式图表脱颖而出，而TIAA因其强大的财务健康资源而获得认可，其计划赞助商日历直接显示在仪表板上。
- 约翰·汉考克因其多方面且内容丰富的分析报告而受到赞誉，这些报告融合了数据可视化和用户体验方面的最佳实践。它还提供针对特定环境的支持，促进平台的更无缝利用。
- Lincoln Financial和Nationwide因其强大的培训和支持资源而获得认可，这使计划发起人能够驾驭复杂的报告系统并最大限度地利用可用工具。林肯金融还因其井井有条的仪表板设计和清晰的标签而受到好评，而Nationwide则因其出色的定制选项和有效使用颜色编码而闻名。
The firms recognized in these studies have demonstrated their commitment to meeting the ever-evolving needs of plan sponsors and administrators.
这些研究中认可的公司已表明他们致力于满足计划发起人和管理者不断变化的需求。
About DALBAR
关于 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是独立金融服务市场研究的来源，致力于提高金融服务行业的卓越标准。DALBAR专注于受众行为和沟通，提供研究、评级和基准测试，使金融公司能够与客户建立有影响力和有意义的联系。
SOURCE DALBAR, Inc.
来源 DALBAR, Inc.