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.
PCS, Envestnet Partner on Turnkey Planning Solution
Anticipating an increase in smaller businesses offering retirement plans to their workers as a result of the SECURE…
New Communication Resource Center Aims to Help Advisors Reach Participants
PCS Retirement, LLC, a provider of retirement plan solutions for financial advisors, recently announced the launch of a…
Envestnet, CSS Partner to Help Advisors Meet Reg BI’s Form CRS Requirement
Form CRS compliance is one of the bigger headaches facing advisors as the SEC’s Regulation Best Interest compliance…
Is Your Cybersecurity Plan Ready for Coronavirus?
Cybersecurity for financial advisors is critical as remote work rises—protect client data and plan assets from COVID-19 cyber threats.
Vestwell Tackles ‘Traditional’ 401k Recordkeeping with Latest Tech Release
Digital 401k platform Vestwell says it’s taking a leap forward in the technology it provides, “resetting the bar”…
401(k) Cashback Rewards Introduced at Major 401(k) Advisory Firm
FinTech firm EvoShare, a company that provides 401(k) cashback rewards programs for credit and debit card purchases, recently…
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…
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 benefit.