Retirement Industry Transformation & Innovation
The Challenge
Our client wanted to better understand technology transformation in the retirement industry, specifically what companies have done, what roadblocks they encountered, and what their learnings were. The objective was to explore plan sponsors’ views on various recordkeepers’ benefits, drawbacks, innovations, and overall market success.
The Solution
Interviewed >10 leading executives and experts to assess which recordkeepers are taking more than their fair share of the market, who is losing, and what the critical areas of consideration are when choosing recordkeepers
Led analyst to evaluate key issues that arise with recordkeepers and what innovations are driving plan sponsors to switch recordkeeping providers
The Results
The insights helped uncover which recordkeepers are leading the market, which are declining, and how various factors such as technology integration, pricing, and quality of service influence plan sponsors’ decision-making regarding recordkeepers.
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This project was delivered in partnership with 10EQS — recognized by the Financial Times and Statista as the UK’s leading consulting network in 2024 for the third consecutive year.
