Moving From Aspiration to Reality

The use of artificial intelligence; personalizing benefits and investments for participants; and holistic wellbeing programs have been talked about in the retirement plan advisory industry for years. Jeff Cullen, CEO of Strategic Retirement Partners, says the time is now to implement these concepts. We’ll chat with Cullen about how advisers can use AI to increase efficiency in their practices; the tools, resources and education advisers can use to implement personalization; and what the convergence of health, wealth and retirement mean for plan sponsor and participant clients.