Study participants also voiced a clear preference for hard copies delivered via first class mail over electronic statements transmitted online. The study's outcomes were directly integrated into the design of T. Rowe Price's new retirement statement that was ranked first in the nation by Dalbar, Inc., a leading authority on financial industry communications. Representing Costco, Finova, Marriott International, Suffolk County, N.Y., Polo Ralph Lauren, and other major employers, the study participants gathered in focus groups to voice their needs as plan sponsors and employees. Statements should be streamlined. The more paper, the more waste.
Investors prefer two-sided copies.
Personalization is paramount. No flyers, no junk, no clutter. Statements only, please. Investors like having the option of online statements but prefer hard copies delivered by first class mail. Our study underscores just how cost-conscious, aware, and scrutinizing average investors are.