Browsing Tag
Artificial Intelligence (AI)
76 posts
Artificial intelligence (AI) refers to the use of advanced computer systems that analyze data, identify patterns, and make informed predictions to improve retirement planning. In 401(k) management, AI can help plan sponsors and participants by automating investment decisions, monitoring market trends, and providing personalized savings recommendations. It can also streamline administrative tasks, detect unusual activity for security purposes, and enhance compliance by flagging potential issues early. Overall, AI supports more efficient plan management and helps participants make smarter, data-driven choices about their retirement savings.
Rise of AI Could Widen Wealth Gap Unless Investing Access Expands: BlackRock’s Fink
Annual Chairman’s Letter urges expansion of retirement savings, early investing pathways, and private market access to ensure more individuals benefit from the next wave of economic growth
Modernizing Retirement Plan Technology with Congruent Solutions’ Mahesh Natarajan
Key Takeaways Much of the technology infrastructure that powers the workplace retirement plan industry could use an update…
Transamerica Launches AI-Powered ‘Pearl’ to Speed Retirement Plan Rollovers
New virtual assistant combines AI, data, and human support to help participants consolidate retirement accounts in days instead of weeks
Why Judgment is Now the Best Shield for 401(k) Specialists
The law still requires that a fiduciary demonstrate their procedural prudence, but Don Trone says courts have begun to examine how a fiduciary demonstrates their behavioral prudence
Financial Advisors Aren’t Worried About AI Impacts to Industry
Rather, advisors are looking forward to the technology helping them redefine their roles, finds Advisor360°
Guardian Announces Avantos Partnership
In addition to using the platform for its advisors, Guardian is also a strategic insurance partner for Avantos and has made an investment in the company
‘Otto’ Debuts at RPAG to Provide AI Assistance to Retirement Plan Advisors
Always-on intelligent support resource helps RPAG members access critical info instantly, fast-tracking advisor operations and client service
Advisors Look to AI for Client Outreach
Morningstar’s latest report also highlights private market investments and evolving client demands as key takeaways for advisors
Billion-Dollar RIAs Drive Expansion with AI
Seventy percent of RIAs in this category utilize the technology for tasks like notetaking and call documentation
T. Rowe Price 2026 Retirement Market Outlook: Regulation Expected to Move Faster than Legislation
T. Rowe Price’s Aliya Robinson says rule on alternative assets could be finalized this year; experts discuss other major themes expected to shape the year’s retirement landscape