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The Internet, Social Media and Why the Retirement Industry Needs to Care

Retirement Research Inc, Dec 2011


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The Internet is evolving rapidly and is expanding from traditional ways of reaching people and businesses through Web pages and email toward a highly interactive social media experience with rich content. How should providers of retirement services use these new features to reach/interact with plan sponsors, participants, advisors and Third Party Administrators?

Part 1 contains a tutorial styled overview of emerging Internet trends.
Part 2 analyzes options for using these emerging technologies in the retirement industry.

Members of the retirement industry have been busy creating new experiences for plan sponsors and participants. The report includes tables with links to Apps, videos, webinars, web conferences and social networking sites.

The report investigates six areas of concentration for the retirement industry:

1. Covering the basics – things you should be doing right now
2. Reaching small screens – extending your website to tablets and mobile devices
3. Deploying video – augmenting websites and apps by animating investment advice and education with short videos
4. Engaging plan sponsors and participants with webinars and web conferencing
5. Communicating through social media – Is it time to interact socially with current and potential customers
6. Stepping into social networking – Should the retirement industry engage in or participate with customers and partners social networks?


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