Browsing Tag
Artificial Intelligence (AI)
82 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.
The Retirement Industry’s Infrastructure Is the Problem
In this op-ed, 401GO’s Jared Porter argues the retirement industry’s biggest challenge isn’t plan design or pricing—but the fragmented infrastructure underlying how plans are built, administered, and connected
More Advisors Expect AI to Outpace Traditional Practices
Over eighty percent of respondents believe the technology will evolve business operations without replacing advisors, finds InspereX
Betterment at Work Rolls Out AI-Powered Plan Sponsor Dashboard
Upgrade gives employers additional benchmarking data on how plans compare to national averages
GWN Selects Parrot AI to Automate Advisor Workflow
With this expansion, GWN said its deepening its investment in an AI-native advisor experience designed to return time to advisors, strengthen client relationships, and support scalable growth
How AI Surfaces Significant Differences Between Fiduciary Standards
In an AI-driven world, Don Trone says the era of “trust me” is over…the era of “show me” has begun
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°