How to Personalize Retirement Planning using Technology?

In the United States, Defined Contribution (DC) plans are the most popular employer-sponsored retirement plans, comprising total household assets of $6.9 trillion as of March…

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…

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…

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…

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…

The Times They Are A-Changin’

The power of Insights and Analytics in Retirement. The tune that Dylan sang in 1964 prophesying change becomes more pertinent with each passing year. We…

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%…

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…

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…