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...
Tag: AI
FinTech, AI Tools to Ease Administration and Expand Financial Planning Access
At a recent conference, fintech leaders discussed how artificial intelligence and technology can both improve retirement plan administration and provide...
New AI Retirement Planning Tool Aims to Transform How Americans View Their Futures
The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism...
Plaintiff Lawyers Can Now Use AI To Identify Potential Plan Issues
Tech and legal firm Darrow uses AI as a tool for ERISA lawsuit allegations such as underperforming plans, excessive fees.
SEC Considering Modified Version of Much Maligned Predictive Data Analytics Proposal
The regulator’s chair noted that withdrawing the proposal is not under consideration.
HSAs: Holistic Education and Targeted Outreach
Advisers and plan sponsors should embrace holistic financial wellness and targeted outreach when engaging participants about health savings plans.
2 Advisers Fined for ‘AI Washing’ Marketing Violations
Delphia and Global Predictions were fined a combined $400,000 for marketing rule violations related to their use of artificial intelligence.
OneDigital’s AI Experiment: A ‘Cheppy’ for Everyone
The advisory created an artificial intelligence-powered version of a retirement plan adviser to show the technology’s potential—while making it clear...
SEC Unlikely to Abandon Predictive Analytics Proposal, Says Outgoing Division Director
William Birdthistle, the Securities and Exchange Commission’s current director of investment management, told an IAA conference the SEC will continue...
How AI Will Change the Retirement Industry, and How It Won’t
A PensionPro executive explains that while AI will make third-party retirement administrators more efficient and effective, human advisers and administrators...
Senate Bill Would Block SEC Predictive Analytics Proposal
Many industry leaders in retirement planning have called for a full or partial withdrawal of the proposal.
TIFIN, Franklin Templeton Launch Financial Wellness Solution
Artificial intelligence-powered TIFIN @Work offers advice to help employees improve financial outcomes.
Candidly Launches Emergency Savings Solution
The education debt management platform expands with ‘more inclusive solution’ available as one of its SECURE 2.0-based retirement options.
US Workers Expect AI to Extend Human Longevity, Increase Retirement Needs
A Nationwide survey found that Americans are bullish on artificial intelligence but less confident in their ability to pay for...
Does Anyone Support the Predictive Analytics Rule?
Nobody in the investment advice industry seems to, and few and far between appear to elsewhere.
SEC’s AI Proposal Would Negatively Affect Retirement Education Features, Commenters Say
The feedback period for the SEC proposal on artificial intelligence and conflicts of interest closed today, and the feedback has...
Investment Product & Service Launches – 9/28/23
Vanguard expands active fixed-income lineup; Brandywine announces suite of new investment strategies; RiXtrema launches AI tools for 401(k) plan; and...
Adviser Product Partnerships – 8/30/23
IPX Retirement partners with benefits provider and advisory on plan solutions; FIDx adviser partnerships lead to $1B in annuity contracts;...
RiXtrema Launches AI-Driven 401(k) Client Engagement Tool
401kAI leverages artificial intelligence to analyze and summarize retirement plans and generate custom pitches, according to the technology firm.
Investment Product and Service Launches
Snappy Kraken introduces AI email builder; American Life & Security Corp. launch annuity product; Vanguard expands active lineup; and more.