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

Legacy Systems are the “White Elephants” for Retirement Services 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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Big Data: Time for the data to drive the opportunities in the Retirement Industry

Big Data: Time for the data to drive the opportunities in the Retirement Industry

In 2012, with the onset of new transparency requirements, TimotySlavin of Broadridge prophesied that a clear insight into the fees related to plan and fund…

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

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

In 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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Dynamics Of Retirement Services Industry in India

Dynamics Of Retirement Services Industry in India

I really like the fact that occupational pension is compulsory in India (for companies with more than 20 employees). The employees do not have a…

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

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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6 Simple Productivity Boosters for 401K Plan Administrators

6 Simple Productivity Boosters for 401K Plan Administrators

Following up on our previous article that touched upon data analysis to reduce churn in Telecom, this article focuses on analytics approaches for demand generation…

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Retirement Savings Plans – the Plan Migration Worries

Retirement Savings Plans – the Plan Migration Worries

Conversations with a few top record keepers in the retirement savings space led us to a predicament, which, albeit not too frequent, is but of…

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5 ways to build and nurture a successful outsourcing relationship – a client’s perspective

5 ways to build and nurture a successful outsourcing relationship – a client’s perspective

We have been working with a number of Retirement Plan Providers over the last decade and a half. Without exception, all of them have been…

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A SIMPLE Retirement Plan For Small Businesses

Savings Incentive Match Plans for Employees (SIMPLE) are retirement plans offered by small businesses, which have simplified plan rules. The SIMPLE IRA plan combines features…

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