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…

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…

A Brave New World of Investing?

Michelle is due to retire next year, and most of her savings are in equity. Having reaped the benefits of equity investments for the past…

Does Operational Efficiency impact plan participation?

Employees these days are cognizant about the importance of retirement savings and appreciate the assistance from their employers. They want a financially secure life at…

Automatic Plan Features, Planning Tools, Mobile Apps – What’s Next for the US Retirement Industry?

Auto features like auto enrollment, auto deferral increase (ADI) have put millennials on path to retirement readiness# is a recent claim by the PLANSPONSOR® magazine. When…

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…

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…

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%…

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…