Role of Mobile Experiences in Retirement Plan Participant Engagement

Around 97% of Americans own a cellphone; 85% own a smartphone. The writing on the wall, or should we say the screen, is pretty clear.

5 ways to Enhance Trust and Transparency in the Retirement Industry Using Technology

At the recently held Congruent Webinar Series on The Future of Participant Experience Innovation in the US Retirement Industry, Sagar Shankaranarayanan from Congruent Solutions put…

Key technologies to deliver enhanced Retirement Plan Experience

Today’s empowered participants want tailor-made solutions. And they want them fast.

Plan Participants have evolved into Consumers. Here’s how your approach needs to change to keep up.

Retirement plan participants have started to see themselves not just as passive savers but as active consumers of services.

Unveiling the Guardians of Retirement Plan Industry Data: Discovering the Key Data privacy practices

Data privacy has become a significant concern for individuals, businesses, and governments in today’s digitally-driven world.

Cybersecurity Best Practices for 401(k) Plan Recordkeepers and Retirement Administration Service Providers

The digital age has brought immense convenience and efficiency to the administration of retirement plans. However, digital transformation has a significant downside of increased vulnerability to cyberattacks.

Harnessing 401(k) Participant Data to Enhance Recordkeeping and Plan Administration

Data plays an increasingly significant role in the evolving US retirement plan landscape. For 401(k) plans, the participant-level data collected can be used to optimize recordkeeping processes and plan administration.

Are You Prepared for the SECURE Act 2.0 Era?

The retirement plan industry is experiencing significant changes due to new regulatory requirements, pressing fee margins, and rising participant expectations. This article will explore the impact of the SECURE Act 2.0 on retirement plan administration service providers and recordkeepers.

A Quick Guide for Year-end 401(k) Compliance

Year-end deadlines are critical for having a compliant 401k plan. Plan sponsors and administrators must ensure their retirement plans comply with all relevant regulations, or they may face legal and financial repercussions.