Pension Administration Research

Each year we conduct an extensive analysis of a key element of administration.  These reviews typically cover a member service such as printed communication materials or a business process such as the collection and maintenance of member data. These reviews include:

 

Examples of best practices: Each analysis includes numerous examples of best practices to emulate as well as practices to avoid.

 

Specific comments on how to improve your services and processes when applicable: For example, the reviews of printed communication materials include detailed comments about how your communication materials performed versus best practice judging criteria.

 

The Best Practice Reviews that we have conducted to date include:

 

  • Paperless Administration (2012)
  • Satisfaction Surveying (2011)
  • Trends in Information Technology (2010)
  • Information Technology (2009)
  • Communication Strategies (2008)
  • Websites:  Online Secure Member Areas (2007)
  • Call Centers (2006)
  • Member Statements (2005, 2001)
  • Collections and Data Maintenance Business Process Review (2004)
  • Websites (2003)
  • Disability Benefit Brochure Content (2003)
  • Member Handbooks and Brochures (2003)
  • Satisfaction Surveying Methodology (2002)