Browsing Tag
401(k) Technology
310 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.
Ascensus to Acquire AmericanTCS in Retirement Tech Expansion
Deal broadens Ascensus’ retirement, PEP, trust, custody, and technology capabilities while expanding reach across retirement plan ecosystem
Mesirow to Acquire LeafHouse Advisory Business, Expand Fiduciary Platform
Deal adds FlexFiduciary and InvestBuild capabilities while boosting Mesirow’s scale, distribution, and technology-driven retirement plan solutions; allows LeafHouse to focus on creating technology that helps advisors and institutions operate more effectively
LeafHouse, GTC Partner on Proprietary CIT Platform
Solution streamlines, transforms how CITs are managed, documented, and executed across the full fund lifecycle
Vestwell Raises $385 Million, Doubles Valuation
Series E round brings total capital raised to $660 million with new funding to expand distribution and advanced technology
‘Otto’ Debuts at RPAG to Provide AI Assistance to Retirement Plan Advisors
Always-on intelligent support resource helps RPAG members access critical info instantly, fast-tracking advisor operations and client service
Financial Wellness, Technology to Shape Workplace Innovation
Other key points include understanding how guaranteed income could influence retirement planning decisions and prioritizing mental and emotional aspects of job functions
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