Vanguard: Retirement plan UX

I was part of award-winning UX research and design teams supporting Vanguard’s B-to-B-to-C retirement plan business. Before that, I was a contractor working on their Intranet site (CrewNet) that made workflow efficiency the #1 priority for the business.


In my time there, my team and I achieved the following...

  • Increased the percentage of income people saved for retirement from 7.5% to 8.2% year-over-year after campaign launch

  • Increased retirement plan online enrollment by 30% by applying behavioral economics research to UX popularized by the book Nudge 

  • Conducted UX research of the retirement plan mobile app to validate usability issues for product management to justify further resource investment

  • Contributed to a global UX team initiative governing a new design system to deliver increased usability, improve UI consistency, and allow for style diversity by business line

  • Improve efficiency of the CrewNet Intranet site by reprioritizing information design to accommodate changes in workflow of the 12,000+ employees

  • Conducted a lunch & learn session to share knowledge about progressive web enhancement to design and engineering teams to prepare them for increasing diversity in web browsers

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