Industry Access to Managed Account Platforms
Availability for participants is determined by recordkeeper partnerships
EXCLUSIVES
Bringing Advice to the Masses
When offered, managed accounts can provide a full financial planning experience—from accumulation through retirement.
Making Decisions About AI Adoption
Firms express cautious optimism about artificial intelligence tools in a recent survey.
Bringing AI to Practice Management
Firms seek to solve bottlenecks and streamline opportunities by leveraging the power of artificial intelligence.
Moving Toward AI, Both Ethically and Responsibly
As AI is integrated into financial services, the industry must grapple with how to review and manage oversight.
Embracing AI to More Efficiently Process Retirement Plan Documents
Artificial intelligence seems to be everywhere, with seemingly endless applications. However, many in the retirement plan industry are still figuring...
AI and the Future of Participant Services
Use cases for both generative and agentic artificial intelligence continue to expand, especially in areas like participant education and personalized...
Regulators Urged to Take Risk-Based Approach Toward AI
A recent SEC-hosted roundtable addressing artificial intelligence highlighted the risks and rewards of its usage in financial services.
Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income
A closer look at what has been limited, so far, annuity adoption by plan sponsors and participants.
Understanding and Evaluating Retirement Income Solutions
With retirement income products increasing in popularity, plan fiduciaries must select appropriate options to offer to workers from a growing...
Does the 4% Rule Still Stand?
The spending rule has been around for 30 years, but experts are rethinking traditional drawdown approaches in light of longevity...
What to Know About Adding Income to a Plan Lineup
How the regulatory landscape dictates the selection of a retirement income solution—and how advisers can frame the discussion with clients.
A Dual Quest for Participant Assets
How can both recordkeepers and advisers work with participants, and what should those relationships look like?
What Recordkeepers Want From Advisers
The crux of a good partnership with an adviser is the willingness to work together, including an open dialogue about...
What Makes the Best Dynamic Adviser-Recordkeeper Partnerships?
Advisers tell us what they look for in recordkeepers, from a willing approach to administrative grunt work to the ‘critical’...