Browsing Tag
401(k) Technology
295 posts
EvoShare, BPAS Team to Introduce Cashback Provider IRARewards
Fintech is turning impulse spending into impulse saving, using our inherent biases and bad behavior to our advantage…
Too Many Choices Hinder Advisor Tech Adoption
Fewer choices, more adoption? Moderate levels of choice may encourage greater advisor fintech adoption, according to Cerulli Associates.…
Abbott Defendants Dismissed from 401k Cybertheft Lawsuit—For Now
I previously wrote about a lawsuit filed against Abbott Labs and recordkeeper Alight by a participant whose account…
How to Prospect, and Drive, 401k Business in a Virtual Setting
A timely topic was tackled recently at the EXCEL 401(K) Digital Series featuring an all-star panel of top…
How Advisors Ease Non-Revenue-Generating Pain Points: Excel 401(k) 2020 Digital Series
While workplace retirement plans are the only source of invested assets for the majority of Americans, most plans…
Ascensus to Launch Digital Retirement Plan Sales Proposal System
Ascensus announced that it will launch a new, customizable retirement “digital sales experience.” Central to the release is…
New Platform Aims to ‘Capitalize’ on 401k Consolidation Opportunity
A new independent platform to transfer retirement assets called “Capitalize” aims to solve one of the biggest problems…
Why Dashboard Technology is Critical to Diversifying Employee Benefits
Commoditization, roll-ups, earnouts—all (metaphorical) death for “traditional advisors” in the 401k space who are not scaling their practices,…
Episode 9—Financial Finesse’s Davidson: ‘Artificial Intelligence in Financial Wellness is Here’
Exciting innovation in financial wellness means it’s more tailored, more customized, and therefore more effective in helping working…
Opening New Doors: A New Era of Automated Financial Wellness
Liz Davidson wants to introduce you to AIMEE, her newest team member making an impact on financial wellness.…