Browsing Tag
401(k) Technology
295 posts
Is Adoption of Innovative 401k Plan Features Over?
Innovation in the 401k space since the passage of the Pension Protection Act in 2006 has led to…
Financial Engines and Alight Solutions Team to Offer Planning Advice
Mega-robo Financial Engines, founded by Nobel laureate Bill Sharpe and now a part of financial guru Ric Edelman’s…
Tech Use a Differentiator Between Millennial, Boomer Advisors
Nearly three in 10 Millennial advisors (29%) say that adding new technology is the most important thing they…
How to Free Advisors to Do What They Do Best
Deane Mayerhofer, Strategic Retirement Partners’ Chief Operating Officer, describes the firm’s “secret sauce,” and how advisors (and participants) benefit…
Financial Firms Struggling with E-Communication Compliance
The financial advisors that actually use social media are struggling to stay compliant, as ongoing innovation in electronic…
How Impulse Spending Became Impulse Saving (For Retirement)
EvoShare’s Jose Anaya explains the innovative FinTech firm’s cashback rewards program and its impact on saving behavior. It…
What Small-Market Plan Sponsors Think of 401(k)s
There’s business to be had in the small(er) market, and 401(k) advisors now have more options to help…
RIAs Still Missing From Social Media Bandwagon
Registered investment advisors (RIAs) still lag well behind financial advisors in terms of social media usage, perception and…
Fiduciary Benchmarks Launches ‘Business Management Dashboard’ with LPL
Fiduciary Benchmarks (FBi) and LPL Financial are teaming up to offer advisors more oversight and convenience. FBi said…
The Rise of the Robo Financial Plan
The term “robo” has—of course—moved on from its singular association with advice and is now heading towards “robo…