Tag: digital retirement plan education

To help improve participant planning, the Retirement Income Planning Center provides resources to help create a retirement budget and income plan, which Wells Fargo says are two essentials for determining whether one is on track for retirement.

Participants will be able to monitor spending habits, manage finances and determine savings goals, says the firm. 

By enabling a new skill, participants in retirement plans recordkept by Prudential can ask Amazon's Alexa for balance information, rates of return and outstanding loan balances.