This firm, a household name in the retail financial services market, is also a major player in the institutional (i.e. retirement) market. Key to their reputation are innovative on-line tools serving the “plan administrator” at their institutional clients.

A major new capability (the “401K dashboard”) was developed to illustrate employee retirement investment behavior and, more significantly, benchmark this behavior against other peer level companies. In this way, the plan administrator gained valuable perspective as to how effective they are at cultivating good retirement practices across their employees.