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.
10EQS assessed 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. 10EQS further evaluated key issues that arise with recordkeepers and what innovations are driving plan sponsors to switch recordkeeping providers.
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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