Browsing Tag
401(k) Technology
307 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.
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.
5 Steps to Stymie 401(k) Cyber Attacks
401(k) cybersecurity is vital. Learn how to safeguard retirement plans from cyber attacks with smart protections and best practices.
Unintended Consequences of Stretching the 401(k) Match
When it comes to behavioral nudges to encourage higher participation and contribution rates in 401(k)s, stretching the match…
Say ‘No’ to Robo: Tech Should Complement, Not Replace Human Advisors
Don’t anybody be putting “financial advisor” in that list of professions that will someday be rendered obsolete by…
10 Critical Questions About Retirement Plan Cybersecurity
Congress is taking an interest in cybersecurity specifically as it relates to retirement plans, providers, sponsors and participants.…
Concerns Over Lack of 401k Cybersecurity Concerns: Terry Dunne
One of the most remarkable findings of Callan’s 2019 Defined Contribution Trends report is that cybersecurity is not…
Science of Social Media: How to Hit 401(k) Lead Gen
Different platforms do different things—here’s what to use when. Social Media Lead Generation insights from ARGI’s Jeanne Fisher.…
New CIT Tool Aims to Ease Advisor Research Burden
Collective Investment Trusts help advisors access cost-effective retirement plan options with OneAmerica’s new online CIT resource.