Fintech Record Keepers

Overcoming Challenges in 401(k) Record Keeping: John Hancock’s New Approach

By Fred Barstein / AI, AI for Retirement, artificial intelligence, automation, Changing dynamics, Digital Design, Digital Tools, Financial Advisors, Fintech Record Keepers, Overcoming Challenges, Record Keepers, Recordkeeping

There are significant challenges for 401(k) and 403(b) record keepers still relying on outdated technology, much of it built in the 1990s using mainframe coding...

Transforming the 401(k) Landscape: Embrace the Change

By Fred Barstein / Adaptability, AI, artificial intelligence, Change, Client connection, collaboration, Communication, Convergence, DC Plan Sponsors, DC plans, Documents & testing, Economy, Fiduciary, Financial Advisors, Financial Wellness, Fintech Record Keepers, mindfulness, Regs and Regulators

The 401(k) and defined contribution industry is going through major changes, driven by a mix of historical events and recent developments. The COVID-19 pandemic has...

The Terrifying and Brilliant Future for 401(k) Providers & Advisors

By Fred Barstein / 401k News, Benchmarking & Fees (ERISA, retirement plan), Change, Communication, Convergence, Economy, Financial Advisors, Fintech Record Keepers, Improving Outcomes, innovation, Investment Managers, Investments, mindfulness, Record Keepers

The future of the 401(k) industry is both terrifying and brilliant, presenting significant challenges and immense opportunities. Providers and advisors are grappling with an explosion...

Future Prospects & Challenges: Insights from the RPA Record Keeper Roundtable

By Fred Barstein / 401k News, Change, Communication, Consolidation, Convergence, Fiduciary, Financial Wellness, Fintech Record Keepers, Record Keepers, Retirement Income

At the recent RPA Record Keeper Roundtable and Think Tank in Washington, DC, leading 401(k) record keepers gathered to discuss the industry’s future and the...

The Evolution of Fintech Record Keepers in the DC Industry

By Fred Barstein / Fiduciary, Fintech Record Keepers, Legislation, Regs and Regulators

In the early 2000s, a wave of DC record keepers emerged with bold predictions, but ultimately collapsed, including Emplanet and GoldK, while ExpertPlan was sold...

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