Browsing Tag
401(k) Technology
304 posts
401(k) Technology is rapidly transforming the 401(k) retirement landscape, offering increased efficiency, enhanced security, and a more personalized experience for both plan sponsors and participants. Examples of 401(k) technology are automated record keeping and administration and increased security. Technology is playing a vital role in making 401(k) plans more efficient, accessible, and personalized, ultimately aiming to improve retirement outcomes for participants and streamline management for plan sponsors and administrators alike.
Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
Discover how Morningstar is using retirement technology to deliver personalized, scalable 401(k) experiences for plan participants.
Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch
Technology is transforming the small-plan retirement market—and fast. In this episode of the 401(k) Specialist Podcast, we sit down…
Firstrade Integrates Capitalize’s 401(k) Rollover API
Move allows users to seamlessly transfer legacy 401(k)s into Firstrade IRAs
Toland Launches ‘Hub’ to Search Annuity Options
The subscription service allows fiduciaries to search over 30 lifetime income products
SS&C to Power $18B in Retirement Services for The Trust Company of Tennessee
Launch of its corporate retirement services on the SS&C retirement recordkeeping platform will expand mobile and modern web experiences for participants
Morgan Stanley Opens Crypto Investing to All Wealth Clients
The investment firm previously only offered crypto investing to clients in taxable brokerage accounts with aggressive risk tolerances and who held over $1.5 million in assets
New Bill Would Codify Trump Alts in 401(k)s EO
The Retirement Investment Choice Act would turn Trump's August executive order into law
Congruent Solutions, LeafHouse Team Up to Automate Key DC Plan Processes
Partnership automates fund performance and factsheets integration to streamline operational efficiency for 401(k)s
Why Your TPA’s CRM Shapes Your Results (And How to Talk About It)
Stax.ai Founder & CEO Naru Muraleedharan says advisors live with the ripple effects of whatever software their TPA runs—so make sure your TPA has a modern platform
Unlocking SMB Market Success with 401GO’s Stan Smith
Discover how 401GO’s Stan Smith is unlocking SMB 401(k) market growth with tech-driven retirement solutions and advisor-focused innovation.