What is the Quarterly Leadership Report?Dalbar publishes a quarterly report recognizing industry leaders in online customer service to the defined contribution plan participants and plan sponsors.
The report
- highlights website innovations across the retirement industry
- identifies the industry’s best sites, and
- outlines the qualities that distinguish top-ranking sites.
- The results show the rankings of the top 10 defined contribution sites for participants and sponsors.
What is the Quarterly Leadership Report used for?
- Insights into practices that promote positive user experiences
- Examples of best-in-class practices
- Identification of must-have features that should be implemented on your firm's website in order to remain competitive or gain a competitive advantage
- Statistics supporting the case internally for necessary website enhancements
- Increasing value offerings to plan participants and/or sponsors
- Promoting your firm’s success when applicable
What does the Quarterly Leadership Report Include?
- Top 10 ranking and benchmarking of plan participant and/or plan sponsor Web sites
- Current trends and innovations on plan participant and/or plan sponsor Web sites
- Content analysis of current online offerings
- Details on the qualities that distinguish leading websites
What is the Cost of the Report?$1,800 for one audience
$3,000 for both the Plan Participant and Plan Sponsor reports
Click here to order this report.