Browsing Tag
401(k) Technology
295 posts
Altruist Gears Up to Challenge Fidelity and Schwab in $128 Trillion RIA Market
Jason Wenk’s 5-year-old fintech with heavyweight investors is now the third-largest custodian in the U.S. by number of firms served
T. Rowe Price Buys Retiree, Inc. to Bolster Retirement Income Capabilities
Overland Park, Kan.-based fintech known as an innovator of retirement income and Social Security software
How AI is Simplifying 401(k) Plan Comparison
BenchMine, a free 401(k) comparative analytics tool released to public in November, provides data in plain English
Pontera and AssetBook Collaborate on Retirement Portfolio Management Support
The partnership between Pontera and AssetBook allows advisors to view, monitor, report and bill on 401(k), 403(b), and other held-away assets
CAMRADATA Highlights IWD with New Podcast
The podcast highlights the significance behind International Women's Day, especially in the asset management industry
New Slott-Levine Podcast Debates Both Sides of the Retirement Coin
Ed Slott and Jeffrey Levine’s new podcast show will discuss different angles of popular retirement planning topics and issues
Why Digital Distribution is Critical to Closing the 401(k) Coverage Gap
Sallus Retirement's Lisa Kottler says 98% of the U.S. employer market has less than 100 employees, and 90% have less than 20 employees.
Is 401k Fintech An Investment or Expense?
How you answer this question will likely determine your practice’s future
Vestwell Launches Recordkeeping Product, Portal for 401k TPAs
Fully unbundled platform Vestwell Flex and TPA Portal intend to enable outside retirement plan servicers to vastly scale their client business
Are Plan Provider Tech Investments Paying Off With Participants?
Providers are using tailored messaging via multiple channels to improve the participant experience