kasina Top 5 Web Sites for DC Plan Participants and Sponsors

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kasina Top 5 Web Sites for DC Plan Participants and Sponsors

  1. 1. Top 5 Web Sites for DC Plan Participants and Sponsors April 2010
  2. 2. Plan Sponsors Demand Greater Support <ul><li>For Participants </li></ul><ul><ul><li>Expectation to manage retirement needs online fueled by daily use of mobile, social media, e-mail, shopping </li></ul></ul><ul><ul><li>Personalized guidance </li></ul></ul><ul><ul><li>Automated prompting to increase enrollment and contribution rates </li></ul></ul><ul><ul><li>Customer service </li></ul></ul><ul><ul><li>Community for updates, discussion </li></ul></ul><ul><li>For Sponsors </li></ul><ul><ul><li>Sophisticated analytical tools support monitoring and action </li></ul></ul><ul><ul><li>Automated tools to boost participation and contribution rates </li></ul></ul><ul><ul><li>Compliance support to meet regulatory requirements </li></ul></ul><ul><ul><li>Community for updates, discussion </li></ul></ul>Background
  3. 3. kasina’s Methodology <ul><li>Three-tier </li></ul><ul><ul><li>Availability – Offer important content and functionality </li></ul></ul><ul><ul><li>Quality – Provide high-quality content and functionality </li></ul></ul><ul><ul><li>User Experience – Offering a positive user experience </li></ul></ul><ul><ul><ul><li>Navigation, organization </li></ul></ul></ul><ul><ul><ul><li>3 scenarios </li></ul></ul></ul><ul><ul><ul><li>New in 2010: Ease of Navigation score added to User Experience tier </li></ul></ul></ul>Methodology
  4. 4. 2007 – 2010 and Beyond <ul><li>Since 2007 </li></ul><ul><ul><li>Greater usefulness and efficiency in task completion </li></ul></ul><ul><ul><li>Pie charts -> Action-oriented tools </li></ul></ul><ul><ul><li>Flat data -> Benchmarking and sorting options </li></ul></ul><ul><ul><li>Reports -> Analytical tools </li></ul></ul><ul><li>2010 and beyond </li></ul><ul><ul><li>More personalized action tools </li></ul></ul><ul><ul><li>Account management tools for all financial needs </li></ul></ul><ul><ul><li>Fiduciary compliance tools </li></ul></ul>Background
  5. 5. Top 5 Web Sites for DC Plan Participants Top 5 Web Sites for DC Plan Participants – 2010
  6. 6. #1 Fidelity Investments <ul><li>Comprehensive account management helps capture customer lifetime value </li></ul>Top 5 Web Sites for DC Plan Participants – 2010
  7. 7. #1 Fidelity Investments <ul><li>MyPlan SM Monitor helps understand how to save more by saving earlier </li></ul>Top 5 Web Sites for DC Plan Participants – 2010
  8. 8. Top 5 Web Sites for DC Plan Sponsors Top 5 Web Sites for DC Plan Sponsors – 2010
  9. 9. #1 T. Rowe Price <ul><li>Thoughtful functionality helps sponsors manage plans, calendar events </li></ul>Top 5 Web Sites for DC Plan Sponsors – 2010
  10. 10. #1 T. Rowe Price <ul><li>Automated services help raise participant and contribution rates </li></ul>Top 5 Web Sites for DC Plan Sponsors – 2010
  11. 11. Loyal Sponsors Drive Plan Enrollment & Contribution <ul><li>Comprehensive analytical tools </li></ul><ul><ul><li>Prepare highly customized reports </li></ul></ul><ul><li>Automated services </li></ul><ul><ul><li>Increase enrollment, contribution rates and rebalancing </li></ul></ul><ul><li>Calendar functionality </li></ul><ul><ul><li>Remind users of important events and action dates </li></ul></ul><ul><li>Templates and social media tools </li></ul><ul><ul><li>Enable easy, personalized communication with participants </li></ul></ul><ul><li>Compliance support </li></ul><ul><ul><li>Meet regulatory requirements </li></ul></ul>Conclusion
  12. 12. Plan Participants Turn into Lifetime Customers <ul><li>Personalized guidance </li></ul><ul><ul><li>Understand needs and options, and take action to reach goals </li></ul></ul><ul><li>Robust account management tools </li></ul><ul><ul><li>Monitor and manage investment and retirement accounts </li></ul></ul><ul><li>Comprehensive loan application and management utilities </li></ul><ul><ul><li>Understand borrowing options and consequences </li></ul></ul><ul><li>Automated tools </li></ul><ul><ul><li>Simplify enrollment and adjust contribution rates </li></ul></ul><ul><li>Excellent online customer service </li></ul><ul><ul><li>Reduce calls for assistance </li></ul></ul>Conclusion
  13. 13. kasina Can Help Optimize DC Plan Web Sites <ul><li>kasina drives financial services leaders to answer two questions: What’s next, and what can we do better? </li></ul><ul><ul><li>Web site competitive analysis workshop </li></ul></ul><ul><ul><li>Web site gap analysis </li></ul></ul><ul><ul><li>Web site best practices workshop </li></ul></ul><ul><ul><li>Participant and Sponsor Web site strategy </li></ul></ul><ul><ul><li>The Asset Manager’s Guide to Social Media </li></ul></ul><ul><ul><li>Executive Peer-to-Peer Roundtables with honest, collaborative discussions around common distribution and e-Business issues </li></ul></ul>
  14. 14. Contact For more information, please contact: Andy Edwards Business Development Manager e-mail: [email_address] phone: 646 257 4454 fax: 212 349 7413 kasina 581 Avenue of the Americas, 5th Floor New York, NY 10011 Tel. (212) 349-7412 Fax (212) 349-7413 [email_address]     Visit our Web site: www.kasina.com Read kasina’s Blog: www.kasina.com/blog Follow us on Twitter: @kasinaUS    

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