Browsing Tag
401(k) Technology
304 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.
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
When outsourcing 401(k) recordkeeping services, they must have scale, technology, service level, and complicance.
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…
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…