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Investment Vehicles in Pension Funds

A majority of people do not save enough for retirement, and those who save, do so without understanding investment vehicles or without a goal and investment horizon. Many pension plans around the world are trying to address this by auto-enrolment, and default funds. Industry statistics in the US show that participation rates in pension plans has increased by around 15%

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Lack of Standards in the Retirement Industry

Having made a move from Insurance to Retirement like so many of my peers, I was first awestruck by the sheer numbers in this industry in terms of total assets: with the total assets of pension funds about $10 trillion more than insurance companies.

Soon after, I was dumbstruck by the total lack of standards amongst record keepers and asset managers

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Work – Life Balance, a perspective

These are days of speed, instant gratification and everyone being in a hurry to get to the top of the ladder in terms of professional achievements. In a world with all this emphasis on these parameters, one key aspect of life that gets sacrificed is what is commonly referred to as ‘work life balance’. The term itself is a bit

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Congruent Eligibility Processing Solution

Challenges faced

Many recordkeepers and plan providers today do not have comprehensive eligibility processing capabilities, often resulting in a significant amount of manual intervention and a large number of errors.

We had a provider enquire if they could use the light-weight COREDC engine to compute the eligibility for them, without a data migration from their system to ours. They wanted to continue

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The Times They Are A-Changin’

The power of Insights and Analytics in Retirement.

The tune that Dylan sang in 1964 prophesying change becomes more pertinent with each passing year. We know live in a time where a machine (Libratus) is capable of bluffing us and beating the best humans at Poker. Somewhere else, Target is predicting pregnancies based on the shopping habits of women.

These are examples

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