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Best Practices for Participant Phone App Home Screens
Corporate Insight
Apr. 16, 2019 "A strong selection of plan data is the cornerstone of an effective retirement plan home screen; firms should aim to list only the most important data points rather than all data available via the desktop site.... Pie charts and graphs can serve multiple functions and better communicate data than long lists of numbers.... Salary deferral transactions on home screens and dashboards, various help options and income projection tools can help supplement other plan data and benefit participants." MORE >> |
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