Driving Business Value from Automation in the Retirement Plan Industry

“What is the top technology challenge facing your company today?” — we asked our webinar participants. An overwhelming number of them said “automation”. Process automation,…

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The Tech Behind DC Plan Administration Solutions

Whether they are providing a certain process or an end-to-end solution, technology providers may be a reason you are happy with your recordkeeper or TPA,…

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Contributions Processing: The least evolved of all recordkeeping processes?

Most record keepers today use several different software, both home grown applications and external products, for managing various recordkeeping processes like enrollment, contributions, loans, distributions,…

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An Approach to Seamless Data Migration during Retirement Plan Recordkeeping Platform Modernization

The change in the customer environment in the US retirement markets, coupled with the increased competition and need for growth in plan participant base, has…

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6 Simple Productivity Boosters for 401K Plan Administrators

401K Plan Providers often faces difficult challenges during the calendar year due to thin profit margins and seasonal spikes in demand for resources. With multiple…

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Making Plan Administrators’ Lives Easier and Enhancing Customer Engagement through New Generation Technologies

Kodak was the Google of its day! In 1976 it had a monopoly in the film-based camera business, accounting for 90% of film and 85%…

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Legacy Systems are the “White Elephants” for Retirement Service Industries

The Retirement Services Industry traditionally has been a slow adopter of information technology solutions. While the transition from VISIO Calc to next generation systems was…

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Retirement Plan Information: Paper versus Electronic communication Dilemma in the retirement plan record keeping process

While legislative and regulatory policies are allowing the plan providers to have the electronic delivery of communication in the retirement plan record keeping as their…

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4 Reasons why pension providers don’t want to upgrade Aging and Obsolete Enterprise Systems

n the retirement services industry, aging IT Systems that have been upgraded with a piecemeal approach over the years are a major challenge to the…

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