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.
Congruent Solutions, LeafHouse Team Up to Automate Key DC Plan Processes
Partnership automates fund performance and factsheets integration to streamline operational efficiency for 401(k)s
Why Your TPA’s CRM Shapes Your Results (And How to Talk About It)
Stax.ai Founder & CEO Naru Muraleedharan says advisors live with the ripple effects of whatever software their TPA runs—so make sure your TPA has a modern platform
Unlocking SMB Market Success with 401GO’s Stan Smith
Discover how 401GO’s Stan Smith is unlocking SMB 401(k) market growth with tech-driven retirement solutions and advisor-focused innovation.
OneDigital, Broadridge Partner on Enhanced Retirement Data Solutions
Solution grounded in data aggregation and reporting to automate workflows, integrate proprietary branding and fund scoring to make retirement advisors more efficient
Enhanced Tech Training and Support Essential for Advisors
A new report by Cerulli advocates for improved technological training for financial advisors
Fidelity, Empower, TIAA, Top Performers in Digital Capabilities
Fidelity won as top recordkeeper for both desktop and mobile digital experiences in a Corporate Insight benchmarking ranking
Best Retirement Plan Mobile Apps Ranked by J.D. Power
While participant satisfaction is rising, overall just 38% give their plans high marks for digital capabilities, lagging significantly behind other industries
RiXtrema Unveils Pair of AI Tools for 401(k) Plan Advisors
AdvisorAI and 401kAI designed to deliver rapid data with summarization and analysis that company claims can eliminate 40% of advisors’ repetitive workflow
Prudential, Charles Schwab, TD Ameritrade Named in Latest MOVEit Suits
The financial institutions are among those being sued regarding May's MOVEit data breach
Summit Financial is Latest Strategic Partner for Pontera
Deal provides Summit advisors with access to Pontera platform to comprehensively and transparently manage 401(k), 403(b) and other retirement accounts