Robo Advisor Technology

Transforming 401(k) Plans Through AI

By Fred Barstein / 401k News, AI, artificial intelligence, auto enroll, Auto Portability, automation, Benchmarking & Monitoring Fees & Partners, benefit education, Client connection, Communication, Consolidation, DC Plan Sponsors, Digital Tools, Economy, ESG, Fiduciary, Financial Advisors, financial literacy, Financial Wellness, innovation, Managed Accounts, Regs and Regulators, Robo Advisor Technology, Selecting & Monitoring

Artificial intelligence (AI) could transform the 401(k) industry in a way similar to the impact behavioral finance has had on retirement planning. While the industry...

Advicetech Platforms Can Help Improve Retirement Plan Engagement

By Fred Barstein / Adaptability, adult learning, Communication, Compensation, DC Plan Sponsors, Digital Tools, diversity, Employee engagement, Employee happiness, Employee training, Fiduciary, financial literacy, Financial Wellness, Loans, Millennials Delaying Milestones, Retirement Readiness, Robo Advisor Technology, Secure Act Changes, Student Loan Debt

Engaging participants in workplace retirement plans is a top priority for plan sponsors. That’s according to a new survey from the Plan Sponsor Council of...

The Power of AI and Why Advisors Should Embrace it

By Fred Barstein / 401k News, AI, artificial intelligence, ChatGPT, Digital Tools, Fiduciary, Financial Advice, Robo Advisor Technology

Financial advisors should be embracing AI. Artificial Intelligence is increasingly finding its place in various domains, from social media to dating platforms. Now, this technological...

Lifetime Income Options Attractive to Plan Sponsors & Participants

By Steff Chalk / 401k News, Annuities, benefits committee, Featured Article Steff, Investments, Investments Video, Latest News, Latest Stories, Lifestyle Benefits, Retirement Income, Robo Advisor Technology, Secure Act Changes

Lifetime income options are becoming a sought-after solution for retirement plans. Lifetime income options have been a long time coming for workplace retirement plans. For...

Digital Design Influences Retirement Plan Participation and Savings Rates

By Steff Chalk / 401k Tech, 401k Technology, Featured Story - Fred, Latest Stories, Newsletter, Plan Optimization, Plan Participation, Robo Advisor Technology, Savings Rates

Digital Design Influences Retirement Plan Participation and Savings Rates Digital design has an impact on more than just the data that is being presented. Enhancing...

Future Self Images Broaden the Minds of Plan Participants

By Fred Barstein / Featured Video, Financial Advice, Future Self, Investments, Investments Video, Newsletter, Robo Advisor Technology

Future Self Images Broaden the Minds of Plan Participants Future self Images make an impact when people are pondering retirement years and saving for retirement....

Robo Advisor Can Help Retirement Professionals

By Steff Chalk / 401k Technology, Featured Story - Fred, Investments, Latest Stories, Newsletter, Robo Advisor Technology

Robo Advisor Technology for Retirement Professionals Robo advisor technology during the early days was about positioning to gain access and serve the masses. That strategy...

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