LIVE WEBINAR

The customer experience gap: Why the retirement industry needs a new standard

Image of Marc Fowler

Marc Fowler

Retirement Education Director, Human Interest

Image of Linda York

Linda York

Senior Vice President, Escalent

Image of Mike Foy

Mike Foy

Senior Director of the Wealth Management Practice, J.D. Power

Image of Marcus Bowie

Marcus Bowie

Head of Customer Success and Operations, Human Interest

Monday, September 15, 2025 at 6:00 PM UTC

The retirement industry has a service problem. While other sectors innovate, 401(k) platforms often remain complex and impersonal.

Join experts from Human Interest, Escalent, a data analytics and advisory firm, and J.D. Power, a global leader in market research and consumer insights to discuss why a positive customer experience is the new benchmark for retirement plans and how providers can—and must—do better for the businesses and employees they serve. Let's set a new standard, together.

What you'll learn:

  • Insights from Human Interest, J.D. Power, and Escalent on what plan sponsors actually want from their provider.

  • The most common frustrations with legacy 401(k) service and technology.

  • Innovations and trends that are reshaping the retirement plan experience.

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