Financial Calculators: A boon to investors and plan participants
Advance financial planning is essential to ensure that you’re able to meet your life goals. This could include your children’s education, purchase of a home,…
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Role of Technology and Advisory while transitioning to DC Plans
US$52.5 trillion — that’s the value of global institutional pension fund assets in 2020, an 11% increase over the previous year despite the pandemic. Today,…
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Harnessing technology to make retirement planning easier
Well-applied technology holds the key to enhanced user experience in a wide range of domains, and retirement planning is no exception. Intrinsically ‘heavy’ fields like…
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401k Recordkeeping: How Cloud Can Help You Get It Right?
Digital recordkeeping has forever changed the way plan administrators, sponsors, and employees operate and interact. In the days before recordkeeping was digitized, the entire process…
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5 tech trends that will shape the retirement plan industry in 2022
The pandemic has impacted tech adoption around the world and across sectors. Like all other industries, retirement planning is being reshaped by new technologies and…
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Processing 401k Withdrawals: Is your retirement plan technology agile?
For years, laws discouraged early 401(k) withdrawals. For anyone withdrawing before their retirement age, there were penalties and tax implications. And then COVID struck. The…
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How Retirement Plan Industry can Combat Fee Compression and Unleash New Revenue Potential?
“The general story in this industry has been that fee compression hit recordkeepers first, then the investment managers, with the move to passive funds and…
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Whitepaper: 2021 and beyond Outlook for the Retirement Plan Industry
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Student Loan Savings in 401(k): Challenges for the Retirement Plan Industry and How to Overcome Them?
By June 2019, outstanding student loans touched USD 1.4 trillion. More than a quarter of this debt is held by millennials younger than 30 years…
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