Browsing Tag
participant data
4 posts
Paychex Launches AI Alerts to Give Advisors Real-Time Participant Insights
Alerts hit when retirement plan participants hit key data or work/life milestones
Cybersecurity Breach Impacts 769,000 CalPERS Retirees
Data breach exposed names, birthdates and Social Security numbers of anyone who receives an ongoing monthly benefit payment from nation's largest defined benefit public pension fund
More 401(k) Participant Power Through Pooled, Portable Data
Behavioral science is a big part, says The Wealth Pool’s Ed Lamark
Why 401(k) Industry Convergence is Happening (and Who Benefits): GRPAA Conference
“Who owns participant data?” The Retirement Advisor University (TRAU) founder Fred Barstein rhetorically asked at the outset of…