On this episode, Miles Tullo welcomes Mike Foy and Jonathan Sundberg to discuss the latest findings from the J.D. Power 2025 U.S. Retirement Plan Digital Satisfaction Study. Discover how digital design, security, and personalization are transforming participant engagement across retirement plan websites and mobile apps.

Key highlights:

(00:41) – What separates top-performing retirement plan providers from laggards

(01:45) – How interactive tools and mobile innovation drive participant engagement

(04:37) – Why perceptions of security can boost satisfaction 

(09:06) – Generational differences in security expectations and mobile experience

(10:27) – The industry’s struggle to deliver proactive, personalized guidance

(13:52) – How AI and predictive analytics can improve participant relevance and retention

(16:35) – Top recommendations to improve digital satisfaction in 2025

Learn more: jdpower.com/financial-services