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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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…

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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…

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