New, Dynamic, Innovative

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New, Dynamic, Innovative

Diane Talbot, Director, Oculus Partners

These words describe the approaches leading retirement firms are taking to overcome participant inertia.  Are you one of them?  Our research shows that combating participant inertia is front and center for a majority of firms. While some are looking to refine traditional methods, others are making strategic investments in powerful and inventive techniques to improve outcomes, transform their businesses, and – potentially - shake up the industry.

Firms are re-imagining the landscape through re-engineered auto programs, consumer-based experiences, and new marketing automation technologies – going beyond the traditional approaches to participant education and taking the battle to overcome participant inertia to a new level.