Data privacy

Switching Recordkeepers Is Always an Option. That Doesn’t Mean It’s Easy.

By / 401(k) Managed Accounts, 401k plan, Advisors and Record Keepers Collaborating, Data privacy, DC Plan Sponsors, fee transparency, Financial Wellness, Participant data, Plan Participation, Record Keepers, recordkeeping, Regs and Regulators
Switching Recordkeepers
Anyone deep in the Apple or Android ecosystem knows the feeling.  You could switch.  Nothing is stopping you.  But years of apps, passwords, photos, and...

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AI Is Changing Retirement Plans And Fiduciary Risk Is Evolving With It

By / 401(k) advisor trust, 401k Advisor, AI, AI for Retirement, artificial intelligence, Cyber Security, Data privacy, DC Plan Sponsors, erisa, Fiduciary, Improving Outcomes, Plan design, Risk Management, rpaDD
Ai Retirement Plans Fiduciary Risk
Artificial intelligence tools are showing up in more corners of retirement plan operations: record-keeping, investment advice, participant communications.  That’s creating new questions for plan sponsors...

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