WorkPlace Exchange is a platform sharing participant experiences from the largest sponsors in the country. Latest best practices from plan sponsors across industries collected and displayed. WorkPlace Exchange will assist firms increase participation rates and contribution rates all by way of best practices from other plan sponsors.

2. Welcome to
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• WorkPlace Exchange is a platform sharing participant
experiences from the largest sponsors in the country.
• Latest best practices from plan sponsors across industries
collected and displayed.
• WorkPlace Exchange will assist firms increase
participation rates and contribution rates all by way of
best practices from other plan sponsors.

3. Workplace Exchange Plans Page….. Upon Clicking a campaign, further details are revealed.
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4. Campaign details are available, offering an
overview of the campaign and proprietary
analysis. Delivery method and content type are
prominently displayed on the left side of the
page, next to related campaign documents.
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5. Documents are neatly stored and arranged in a user friendly
library, tagged through an integrated search system…..
Searches are displayed with a hover over preview and
action capability to send or open the document.
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6. Corporate Insight will provide access
to original surveys and analytical
materials to assist plan sponsors hone
best practices and improve participant
communication.
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7. Briefs are available in the Research Tab,
where Corporate Insight Analysts
provide unique and valuable perspective
on the best practices available.
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About Us
Corporate Insight (CI) provides competitive intelligence and user
experience research to the nation's leading finance and insurance
institutions. For over 20 years, CI has tracked new developments
across industries through our syndicated Monitor research and
custom consulting services. We are known for our detailed,
objective research, unmatched expertise, and emphasis on the
actual user experience.
WorkPlace Exchange is a reference tool leading plan sponsors rely on
to develop and improve the retirement readiness of their
participants. There are a wide variety of techniques that sponsors
employ that our service has aggregated into one platform. This
includes the latest surveys and analysis from CI on retirement
platforms. WorkPlace Exchange provides plan sponsors valuable
ideas to help shape programs to engage participants.
To learn more please contact us:
Arthur Althans
Business Development Associate
646-929-5156
aalthans@corporateinsight.com
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