Browsing Tag
401(k) Technology
295 posts
What’s Happening With 401(k) Advisor Technology?
401(k) Specialist interviews Aaron Schumm, CEO of Vestwell, at the Excel 401(k) Advisors Conference. We talk about technology…
The Single Most Important Retirement Question is …
The video titled “Excel 401k – Edward Dressel, RetireReady Solutions” features John Sullivan from 401k Specialist interviewing Edie…
Is there a 401(k) Advisor, Vendor Digital Divide?
What good are all the developments in 401(k) tech if no one uses them? It was a rhetorical…
Football Fans, 401ks Kick Off ‘New England Wealth & Retirement Conference’
Retirement plan technology, regulation and demographic shifts (most notably from baby boomers to millennials) are three major industry…
How Tech is Driving Industry, Advisor Opportunity: New England Wealth & Retirement Conference
How should retirement plan advisors be thinking about, and incorporating industry disruptors like technology, specifically as it relates…
9 Steps to Writing an Effective 401k Blog
So, you’re thinking about writing a blog article–great! You absolutely should. If you’re reading this article, chances are…
Two Tech Bigs Team for ‘Digital 401(k)’ Experience
FinTech giants Vestwell and Riskalyze announced a new joint offering at the Fearless Investing Summit in Lake Tahoe on Thursday.…
401(k) Advisors Get Boost With Compliant Texting Capabilities
More than 80 percent of Americans text regularly, making it the fastest and easiest way to communicate, according to Pew…
RiXtrema Releases DOL Fiduciary Rule Checklist
Risk management tools and analysis provider RiXtrema released its DOL Fiduciary Rule Checklist on Tuesday, in which advisors…
5 Ways to Make 401k Portability a 2018 Priority
It’s widely-accepted that retirement savings portability has proven to address the small account problem for 401k plan sponsors,…