How to conduct an effective Scrum Meeting

Scrum is a popular framework for Agile software development. The Scrum model follows Sprint timelines (2 weeks to 4 weeks) to deliver software or product…

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Plan Conversion – Investment Strategy, Advantages and Challenges

The plan conversion process involves inclusion of a strategic approach as per investment advice provided by the Registered Investment Consultant or Registered Investment Advisor (RIA)…

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Plan Conversion – Benefits and Best Practices

As the saying goes, change is the only constant in life. We have to adapt, over time, in order to survive. In the world of…

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State-run retirement plans: How the US is trying to increase retirement coverage

A large number of US workers face an uncertain future – many don’t have enough savings and aren’t enrolled in retirement plans. In many cases,…

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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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Smarter platforms and BPaaS solutions provide cost savings, and enhances productivity

Streamlining the Contribution Processing lifecycle of the Defined Contribution plan administration Many of the large plan providers, with decades of experience in Defined Contribution (DC)…

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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…

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3 Most Important Technology Considerations for Modern Retirement Plan Recordkeeping Systems

It is a matter of fact that the typical plan provider organizations must provide enterprise services to an ecosystem of many stake holders: plan administrators,…

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Consolidate or Replace : IT Application labyrinths in the Retirement Plan Administration Organizations

Plan provider organizations which complain about the cost of IT maintenance often fail to realize that the root cause for the humongous IT expenditures are…

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