This forward-looking whitepaper provides a strategic roadmap for plan sponsors, administrators, and recordkeepers to adapt and grow in a rapidly changing industry landscape. Set against the backdrop of shifting employment models, participant disengagement, and growing compliance complexity, it positions technology as not just an enabler but a growth catalyst.
Strategic Priorities for the Next-Gen Retirement Ecosystem
The paper identifies key priorities for each stakeholder group, personalized communication, automation, cybersecurity, and participant-centric innovation. It urges sponsors to use data-driven personalization, recordkeepers to simplify their tech stack for agility and scale, and administrators to embrace outsourcing and compliance automation. By integrating intelligent systems and customer-focused design, stakeholders can turn challenges into competitive advantages.
