Browsing Tag
401(k) Technology
295 posts
The Single Biggest Problem with 401(k) Product Performance is …
“401(k) platforms demand closet indexers,” Tom Howard bluntly, and emphatically, states. “They want name brands with high assets and…
Envestnet Advisor Summit 2016: What is the Role of the Essential Advisor?
“What is your specialty?” “We’re good at Social Security planning.” “What are you focusing on now?” “We’re really…
Envestnet Advisor Summit 2016: Bergman Channels Kasparov
Jud Bergman channeled chess great Garry Kasparov to kick off Envestnet Advisor Summit 2016 in Chicago on Wednesday…
What’s Just Over the Horizon in 401k Innovation?
This is a short interview titled “Innovation in 401k Retirement Planning – Rachel Weker,” published by 401k Specialist…
How to More Effectively Use Big Data to Serve 401(k) Participants
Data is integral to every aspect of retirement. The plan sponsor, the advisor, the record keeper, and the…
Why 401(k) Provider Aspire is Feeling So Calm
A better mousetrap, outside the box, win-win; if the latest term to enter the business lexicon catches on…
Riskalyze Releases Resources for 401k Fiduciary Rule
We wonder which Risk Number is aligned with writing a white paper on the DOL’s fiduciary rule so…
Riskalyze Adds Annuity Risk-Assessment Capabilities for 401(k) Advisors
If anything demands a risk evaluation, annuities are it (at least the variable type). Sub-account options, the percent currently…
America’s Best 401(k) Selects Heartland for Payroll, Payments and Lending
America’s Best 401k has chosen Heartland Payment Systems to provide payroll, payment processing and lending solutions for their…
How Big Data, Client Segmentation Help 401(k) Advisors Grow
Split ‘em up to serve ‘em best. That’s the latest finding from the Cerulli Associates, the Boston-based global…