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Best Practices for Retirement Plan Participant Homepages and Dashboards
Corporate Insight 
June 17, 2021 "Homepages and plan dashboards can have a significant impact on overall satisfaction with the retirement plan digital experience.... Firms should look to [these] best practices ... [1] Prioritize the data that participants feel is most important. [2] Provide retirement readiness sections with modeling and transactional capabilities. [3] Incorporate design elements and data visualizations to maintain a clean display." |
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