Retirement Decision Tree

Review Account Options

Challenge

IRS regulations are constantly changing, so Ariel Investments creates a PDF to help explain different retirement plan options. In order to get the right amount of detail to fully explain the options in two pages, the document included some technical language and was not easily scanned by the non-technical readers. Additionally, much of the information applied to accounts that were not relevant.

Solution

People need to know what options apply and what would be beneficial about the account. Turning the solution to be more people-focused, the solution guides people through a series of questions and presents information based on their selections. Individual pages allow people to view the details once they have reviewed the choices available. 

Results

People being confident of finding the account that is right for them reduces the amount of time it takes to get to a sale. It also improves trust and helps to keep the conversation focused on solving problems.