Schwab Retirement Plan Services Ranks #1 in J.D. Power 2024 U.S. Retirement Plan Digital Experience Study
Schwab Retirement Plan Services has secured the top spot in the J.D. Power 2024 U.S. Retirement Plan Digital Experience Study, marking its sixth top ranking in seven years. The company scored 753 out of 1000, 50 points above the industry average. Schwab excelled in key areas such as Navigation, Visual Appeal, and Information/Content.
Lee McAdoo, Managing Director, emphasized the significance of this achievement, highlighting Schwab's commitment to their 'Through Clients' Eyes' strategy and the growing importance of digital channels for plan participants. The company's consistent high performance demonstrates its dedication to providing best-in-class digital experiences for investors and supporting workplace financial journeys.
Schwab Retirement Plan Services ha conquistato il primo posto nello Studio sull'Esperienza Digitale dei Piani Pensionistici U.S. J.D. Power 2024, segnando il suo sesto piazzamento al vertice in sette anni. L'azienda ha ottenuto un punteggio di 753 su 1000, 50 punti sopra la media del settore. Schwab ha eccelso in aree chiave come Navigazione, Appello Visivo e Informazioni/Contenuti.
Lee McAdoo, Direttore Generale, ha sottolineato l'importanza di questo traguardo, evidenziando l'impegno di Schwab verso la loro strategia 'Attraverso gli Occhi dei Clienti' e l'importanza crescente dei canali digitali per i partecipanti al piano. La costante elevata performance dell'azienda dimostra la sua dedizione a fornire esperienze digitali di alta qualità per gli investitori e a sostenere i percorsi finanziari sul posto di lavoro.
Schwab Retirement Plan Services ha obtenido el primer lugar en el Estudio de Experiencia Digital de Planes de Jubilación de J.D. Power 2024 en EE. UU., marcando su sexto primer puesto en siete años. La compañía obtuvo una puntuación de 753 sobre 1000, 50 puntos por encima de la media de la industria. Schwab destacó en áreas clave como Navegación, Atractivo Visual y Información/Contenido.
Lee McAdoo, Director General, enfatizó la importancia de este logro, resaltando el compromiso de Schwab con su estrategia 'A través de los Ojos de los Clientes' y la creciente importancia de los canales digitales para los participantes del plan. El rendimiento consistentemente alto de la empresa demuestra su dedicación a proporcionar experiencias digitales de primer nivel para los inversores y a apoyar los caminos financieros en el lugar de trabajo.
슈왑 은퇴 계획 서비스가 J.D. 파워 2024 미국 은퇴 계획 디지털 경험 연구에서 1위를 차지하며 7년 중 6번째 최고 순위를 기록했습니다. 이 회사는 1000점 만점에 753점을 기록하며, 산업 평균보다 50점 높은 점수를 받았습니다. 슈왑은 탐색성, 시각적 매력, 정보/내용과 같은 핵심 분야에서 우수한 성과를 보였습니다.
리 맥아두 관리 이사는 이 성과의 중요성을 강조하며 슈왑의 '고객의 눈을 통해' 전략과 계획 참여자를 위한 디지털 채널의 중요성이 커지고 있음을 밝혔습니다. 회사의 꾸준한 높은 성과는 일류 디지털 경험을 제공하고 직장에서의 재정적 여정을 지원하겠다는 의지를 보여줍니다.
Schwab Retirement Plan Services a obtenu la première place dans le Étude de l'Expérience Digitale des Plans de Retraite J.D. Power 2024 aux États-Unis, marquant ainsi son sixième classement à la première place en sept ans. L'entreprise a obtenu un score de 753 sur 1000, 50 points au-dessus de la moyenne de l'industrie. Schwab a excellé dans des domaines clés tels que Navigation, Esthétique Visuelle et Informations/Contenus.
Lee McAdoo, Directeur Général, a souligné l'importance de cette réussite, mettant en avant l'engagement de Schwab envers sa stratégie 'À Travers les Yeux des Clients' et l'importance croissante des canaux numériques pour les participants aux plans. Les performances consistent de l'entreprise démontrent son engagement à offrir des expériences digitales de premier ordre aux investisseurs et à soutenir les parcours financiers sur le lieu de travail.
Schwab Retirement Plan Services hat den ersten Platz in der J.D. Power 2024 U.S. Retirement Plan Digital Experience Study gesichert und somit zum sechsten Mal in sieben Jahren den Spitzenrang erreicht. Das Unternehmen erzielte 753 von 1000 Punkten, 50 Punkte über dem Branchendurchschnitt. Schwab hat in entscheidenden Bereichen wie Navigationsfähigkeit, visuelle Attraktivität und Informationen/Inhalte hervorragende Leistungen erbracht.
Lee McAdoo, Geschäftsführer, unterstrich die Bedeutung dieses Erfolgs und hob Schwabs Engagement für die Strategie 'Durch die Augen der Kunden' und die wachsende Bedeutung digitaler Kanäle für Teilnehmer der Pläne hervor. Die konstant hohe Leistung des Unternehmens zeigt dessen Engagement, erstklassige digitale Erfahrungen für Investoren zu bieten und sie bei finanziellen Prozessen am Arbeitsplatz zu unterstützen.
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“Earning six top rankings over the past seven years shows our ongoing commitment to serving employers and their employees, and the power of our ‘Through Clients’ Eyes’ strategy,” said Lee McAdoo, Managing Director, Schwab Retirement Plan Services. “Growing preference for and reliance on digital channels among plan participants makes this ranking even more meaningful. We are dedicated to providing best-in-class digital experiences for all investors.”
With an overall satisfaction score of 753 out of 1000, Schwab Retirement Plan Services had the highest score overall and scored 50 points above the industry average. In addition to the highest overall satisfaction score, Schwab Retirement Plan Services also had the highest score in the following study factors contributing to overall satisfaction:
- Navigation
- Visual Appeal
- Information/Content (including Account Overview, Logging In, Account Management and Reviewing Investment Performance)
“Sustained investment in the digital experience we create for millions of participants is central to the value we deliver. This ranking affirms that our participant-first development approach offers the workplace support plan participants are looking for on their financial journey,” said
About Charles Schwab
At Charles Schwab, we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.
More information is available at www.aboutschwab.com. Follow us on Twitter, Facebook, YouTube, and LinkedIn.
Disclosures
Schwab Retirement Plan Services, Inc. received the highest numerical score in the J.D. Power 2024, 2022 (tie) and 2021 U.S. Retirement Plan Digital Experience Studies. Charles Schwab also received the highest numerical score in the Large Plan segment in the J.D. Power 2020 (tie) and 2019 U.S. Retirement Plan Participant Satisfaction Studies and the 2018 U.S. Group Retirement Satisfaction Study of participants’ satisfaction with their retirement plan provider. Your experiences may vary. Visit jdpower.com/awards. “Charles Schwab” refers to Charles Schwab & Co., Inc. for purposes of the 2018, 2019, and 2020 awards.
The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank; Charles Schwab & Co., Inc.; and Schwab Retirement Plan Services, Inc. Trust, custody, and deposit products and services are available through Charles Schwab Trust Bank Member of FDIC. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC, www.sipc.org). Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.
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Kelly Cook
Charles Schwab
480-599-4786
kelly.cook@schwab.com
Carly Taylor
The Neibart Group
718-801-8206
schwabrps@neibartgroup.com
Source: The Charles Schwab Corporation
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