Browsing Tag
401(k) Technology
295 posts
Why 401(k) Advisors Should Have a ‘Connected Financial Network’
How does rising healthcare costs affect retirement savings? Can technology help? Advisors should consider the components of a…
How to Successfully Engage 401(k) Participant Clients
To successfully engage 401(k) participants, the financial industry must embrace the opportunities a data-driven revolution offers. We must…
5 ‘Must-Haves’ to Consider When Outsourcing 401(k) Recordkeeping Services
The costs and complexity of managing retirement plan recordkeeping are on an upward trend, primarily due to the…
3 Critical Benefits of 401(k) Technology
From the infiltration of millennials in the workplace to increased Department of Labor oversight, 401(k) specialists are facing…
Will Dems Destroy 401(k) Robo Ingenuity?
Former Democratic Congressman and political gadfly Barney Frank spoke to a group of advisors some years ago, arguing…
The Benefits of a Holistic 401(k) Savings Approach
In the recent article titled “How to More Effectively Use Big Data to Serve 401(k) Participants,” we introduced…
Envestnet Advisor Summit 2016: ‘Fiduciary Rule Bad for Long-Term Business’
An early afternoon interview on an outdoor patio adjacent to the Chicago Hilton brought welcome relief for Brian…
Envestnet Advisor Summit 2016: ‘401(k) Participants Are Not An Afterthought’
“401(k)s platforms are about servicing the plans, not improving outcomes,” Babu Sivadasan said from the Envestnet Advisor Summit…
Envestnet Advisor Summit 2016: Envestnet Unveils New Tech Platform
A major tech announcement from Envestnet at it Advisor Summit 2016 in Chicago on Wednesday, as the company…
Envestnet Advisor Summit 2016: How Much is an Advisor Really Worth?
How much is an advisor really worth? Do they really add enough value to justify their fees? It’s…