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.
5 New Features Debut in Advisor Analytics Tool Suite from Envestnet
A series of new analytics tools intended to empower financial advisors to make better, data-driven decisions and ultimately…
Technology Key to Better Client Experience
Top RIA firms know they need to invest more in technology in order to create a better client…
New Deal Brings Chatbots to 401(k) Plan Participants
AI Retirement Chatbot helps Faircourt clients get 24/7 answers on retirement saving, plan terms, and financial goals.
‘Never Seen More Interest In Helping End-Participants’: Fi360’s Matt Wolniewicz
Explore key fiduciary insights from the 20th FI360 Conference, featuring industry leaders like Matt Wolniewicz on investor protection.
401kTech: Alexa Skills and ‘Personalized Retirement Accounts’ for Plan Participants
As a “head’s up” for 401k advisors looking to keep up with the latest technology intended to make…
401(k) Advisors are Late to Digital Transformation
While many businesses are talking about digital transformation, relatively few have actually implemented it. According to a recent…
Goldman Gives Vestwell $30 Million
Vestwell Series B funding raises $30M to expand its digital retirement platform with support from Goldman Sachs and top investors.
Schwab’s New Pricing Model: Danger to 401(k) Advisors?
Charles Schwab jumped into the fee-for-service financial planning market on March 28 with the announcement that it is moving to a new subscription pricing model for Schwab.
Tech Not Scary to Women Advisors
Scared by the rise of artificial intelligence and the robo-advisor? Not the top-earning female financial advisors at Edward…
Leveraging Tools & Technology to Scale Fiduciary Processes
Explore tech-enhanced financial advisor workflows to serve more clients efficiently. Learn practical applications at our Fi360 webinar.