Browsing Tag
401(k) Technology
307 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.
Corporate Roundup: Generations Retirement Group Opens Mass. Location; Milliman Moves
Capping off the month, Generations Retirement Group rolls out a new location in Westborough, Massachusetts, Transamerica and Smart…
Envestnet Elevate Summit 2023: Succession Planning in Advisory Firms
Panelists discussed how advisory firms could implement new technologies and inclusivity when thinking about succession planning
Envestnet Event Showcases How Advisors Can Harness Tech to Elevate Client Experience
Two-day summit in Denver draws thousands of financial professionals and retirement industry leaders
Self-Directed Investors Don’t Understand Digital Advice: J.D. Power
While Gen Z and Millennial investors report interest in robo-advice, just 22% of do-it-yourself investors say they understand the technology
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
International Women’s Day podcast explores diversity and women’s progress in the asset management industry with leading voices.
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