What Can AI Do for the Retirement Plan Industry?
“The ability of AI to improve predictive and prescriptive financial forecasting processes will change the world of finance management.” — Christopher Iervolino, Research Director at…
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Blockchain: The disruptive technology that’s revolutionizing finance
“Leveraging blockchain can offer a significant leap forward in terms of productivity, something which financial services providers traditionally struggle to scale.” —Robert Crozier, Allianz Technology…
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COVID19 Brief: IRS Notice on extensions of deadlines
The SPARK Institute, the leading voice in Washington for the retirement plan services industry, had written to Treasury and IRS on March 22 requesting that…
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SPARK Hosts Call on COVID19’s Impact on Retirement Plan Outsourcing
SPARK held a call on March 31st for member companies to discuss the impact that measures to address COVID 19 in the US, in India,…
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Congruent Solutions is a winner of the ‘GREAT Tech Rocketships’ initiative that fits the 3 Fs criteria- good Founders, strong Fan-base and Funded
This first-of-its-kind global competition, a consortium of entities – UK Trade and Investment, iSPIRIT and Tech Hub have launched the ‘Great Tech Rocketships’ initiative. This…
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History and evolution of retirement plans in the US
The beginning of the development of retirement plans in the US can be traced back to certain key events in American history. This unfolded alongside…
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Why financial literary and financial wellness matter
Even as the move to Defined Contribution (or ‘DC’) plans gains more and more traction across the US, the need for financial literacy and financial…
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Make financial wellness programs more valuable to users, quantify benefits to employers: Report
Financial wellness “sounds like a greater good upon which we can all agree” but, in practice, “earning the buy-in and support for these programs is…
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Plan and Prepare for Retirement, Start Now.
‘Retirement readiness’ refers to the state of being financially ready for retirement, and how much an individual is on target to meet his or her retirement-income goals, to maintain a comfortable standard of living.
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