Designing Experiences That Turn Retirement Data to Decisions
Retirement plan users don't need more information; they need greater clarity. In this episode of Tech.FWD, Ascensus digital experience leaders Rose McGroarty and Trevor Calabro discuss how research-driven user experiences help advisors, plan sponsors, and other stakeholders find answers faster, prioritize what matters most, and navigate retirement plan responsibilities with confidence.
From dashboard design to personalization, the conversation explores how retirement technology is evolving to better support the people who rely on it every day.
- User experience is more than design. Effective retirement experiences connect digital tools, communications, and service interactions to help users accomplish tasks more efficiently.
- Clarity drives better decisions. Advisors and plan sponsors need relevant insights, clear priorities, and actionable next steps, not just more data and reports.
- The future is personalized and proactive. Retirement technology is progressing to anticipate needs, surface what matters most, and deliver guidance at the right moment.
A Tech.FWD podcast on enhancing UX for advisors, sponsors, and more
Whether they're advisors, plan sponsors, or TPAs, retirement plan users rarely log in just to review data. They're looking to complete a task, answer a question, or determine what requires attention.
In this episode, Ascensus digital experience leaders discuss how user research informs more intuitive experiences that help users quickly find what they need and move forward with confidence.
For advisors, a well-designed digital experience can help prioritize client needs, streamline plan management tasks, and support more productive sponsor conversations.
Turning information into action
Effective user experiences do more than display information. They help users quickly identify priorities, understand what requires attention, and take the next appropriate step. By surfacing key insights instead of requiring users to sift through reports and dashboards, technology can reduce friction and help users work more efficiently.
Research-driven design for different audiences
Advisors, plan sponsors, and TPAs often work with the same retirement plan data but use it in different ways. User research helps uncover those varying needs, enabling experiences that deliver the right information, context, and workflows for each audience when they need them most.
Great retirement experiences aren't measured by how much information they provide, but by how effectively they help users accomplish their goals. Watch the full Tech.FWD podcast to learn how thoughtful user experience design can help advisors, plan sponsors, and other retirement stakeholders spend less time searching for answers and more time taking action.
For more information on the latest advisor innovations, visit our retirement technology page or contact us.