Browsing Tag
client experience
7 posts
New TSP Recordkeeper Apologizes for Botched Transition
Accenture Federal Services updates Federal Retirement Thrift Investment Board on progress toward “fixes” for new Thrift Savings Plan website rollout problems during monthly meeting Wednesday
Big Shakeup in J.D. Power’s New Full-Service Investment Firm Rankings
Study also finds just 14% of full-service investors receive “comprehensive advice” from wealth management firms as defined by J.D. Power criteria
DALBAR Honors Best Participant Phone Support, Customer Experience
Nationwide Retirement Solutions and AIG Life & Retirement earn top awards for retirement plan participant service
Deal Expands American Trust Retirement’s Mid-Sized Plan Presence
American Trust Retirement has expanded its presence in the mid-sized plan market with today’s announcement that it has…
Top 10 Full-Service Investment Firms: J.D. Power Rankings
J.D. Power today released its 2021 rankings of full-service investment firms, with Edward Jones topping the rankings with…
The Next Financial Services Disruptor is …Your Client: 2019 NAPA 401(k) Summit
As Chad Larsen was introducing closing keynote speaker Joey Coleman at the end of the 2019 NAPA 401(k)…
How the ‘Consumer Experience’ Fares in 401k Advice
A hyper-focus on the “consumer experience” is all the rage, as younger generations—especially—value how an interaction makes them…