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…
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…
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…
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…
“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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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…
By: Arvind Venkatraman, Chief Technology Officer, Congruent Solutions Managing project completion, delivery deadlines and budgets can be challenging in the specialized enterprise software product implementation…