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.
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 involves (what else?) behavioral economics to turn our self-defeating biases to benefits. Here's what it is and how it works.
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
RIA social media usage lags well behind that of financial advisors, according to a new study from American Century Investments.
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…
401(k) Cashback Company EvoShare Partners with Paylocity
EvoShare announced a partnership with cloud-based payroll and human capital management provider Paylocity late last week to fully…
Tributes Continue to Roll In for Envestnet CEO Killed in Car Crash
The tributes continue to pour in on social media ever since it was announced that Envestnet CEO Judson…
Tech Trends for 401k Advisors: GRPAA Finnovation Conference
A Friday morning panel discussion on fintech in the 401k advisor space at the GRPAA Finnovation Conference in…
FinTech Focus of GRPAA ‘Finnovation’ Conference
Bill Chetney kicked off GRP Advisor Alliance annual summit at San Diego’s historic Hotel Del Coronado Friday morning…