Mobile Apps to Provide Participants Plan Info

PlanServe Data Systems and Milliman Inc. have collaborated to deliver retirement plan account information via mobile applications.

Using PlanServe’s Relevant Mobile Platform, the apps allow participants to understand, view, and manage their retirement accounts on the go. The technology enables Milliman to provide retirement plan participants with fast and secure access to account information.  

“The PlanServe methodology allows Milliman to roll out these new features to our participants faster, with less expense and risk,” said Craig Burma, principal and director of Milliman’s Benefits Resource Center. “By delivering rich XML data to our mobile apps, we can build a closer relationship with the participants on a day to day basis.”

According to Trent Richardson, chief investment officer of PlanServe Data Systems, the secret of a successful mobile app is being able to pull smart XML from multiple back-office engines and make it available in an easy-to-consume manner.

Milliman provides actuarial and related products and services.

PlanServe Data Systems provides products and services for the financial, retirement and health care services markets.