Overview
Our perspective—how we see things—is a key asset of Oculus Partners.
When you partner with Oculus, our perspectives are directly applied to your business challenges. Our unique insights have developed over the decades we have been in the industry, are informed by the original research we have conducted, and continue to be refined through ongoing intellectual dialog with industry leaders.
We have a passion for solving America’s retirement challenges, and we know we cannot do it alone. In that spirit, we share with you some of our perspectives on the industry in the hopes of sparking ideas, creating a dialog, and helping each of us do our part to tackle the tough issues facing everyday savers and investors, advisors, service providers and lawmakers.
Latest Articles
E-Delivery Best Practices: 3 Critical Areas
As an industry, we’ve traditionally relied on our relationships with Washington to drive change...
6-Point Loan Best Practices Checklist
Has loan administration just become more exciting? With the recent focus on customer...
3 Disruptors Changing the Retirement Game
The retirement market has always had its share of disruption: regulatory change, competitive...
The New Normal
11 of the top 20 recordkeepers share their 2018 innovations and the critical investments they...
Taking Auto Programs to 3D
Leading firms are re-engineering automatic program design by taking them “3D.” Make it your...
What’s Next for Financial Wellness?
Our research shines a light on how the top recordkeepers are investing in their ability to help...
New, Dynamic, Innovative
These words describe the approaches leading retirement firms are taking to overcome participant...
It’s Our Anniversary!
2018 marks our 10th year with great clients, talented consultants, and rich business...