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.
Is Adoption of Innovative 401(k) Plan Features Over?
Innovation in the 401(k) space since the passage of the Pension Protection Act in 2006 has led to…
February 3, 2020
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…
January 29, 2020
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…
December 2, 2019
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 benefit.
November 29, 2019
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…
November 23, 2019
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 involves (what else?) behavioral economics to turn our self-defeating biases to benefits. Here's what it is and how it works.
November 16, 2019
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…
November 13, 2019
RIAs Still Missing From Social Media Bandwagon
RIA social media usage lags well behind that of financial advisors, according to a new study from American Century Investments.
November 11, 2019
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…
November 5, 2019
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…
October 10, 2019