Replay Webinar – The Looming Problem with Retirement Planning Calculators – Sept 21

The Looming Problem with Retirement Planning Calculators

Date: Wednesday, September 21, noon – 1 pm ET

Replay is available in the Member Area.

In his presentation, Andrew Way will highlight the key findings from Corporate Insight’s recent study, “The Looming Problems with Retirement Planners”.
He’ll provide the basis of the study and research methodology used then outline the tremendous variation his team found in the results of the calculators analyzed. He’ll discuss the various factors that were found to be driving the startlingly different results as well as some usability factors that could lead to incorrect results, including “call to action” features and follow-up options incorporated directly into the calculators.
Andrew will finish by highlighting the key takeaways of the study and what plan sponsors, consultants, and participants should be aware of when using these tools.


WayAndrew Way, Senior Analyst, Retirement, Corporate Insight

Andrew Way heads the Retirement group at Corporate Insight which consists of the Retirement Plan Monitor and Retirement Plan Monitor – Institutional research services, which analyze the digital customer experiences of DC plan participants and plan sponsors, respectively.
He has conducted extensive research on the retirement, brokerage and insurance industries during his time at Corporate Insight, examining the online platforms and technological innovations leading firms offer clients, prospects and financial professionals. He has been quoted in numerous financial and retirement publications, including PLANSPONSOR, BenefitsPro, 401k Wire, Fund Action, Money Management Intelligence and Ignites.
Andrew graduated from Binghamton University in 2010 and has been a member of the Corporate Insight team since January of 2011.

RMA® Reminder:

Note that attendance at the webinar (or its replay) counts towards required CE for RIIA’s RMA® designation.  One webinar = 1 hour of credit.

For RIIA institutional members, all employees within the company are RIIA members and can take advantage of this member benefit.

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