Deals and People | May 3rd, 2024 Retirement Industry People Moves Broadridge names Kirkland to head of mutual fund regulatory unit; Standard brings in Orr to lead AI use across organization;...
Deals and People | March 15th, 2024 Retirement Industry People Moves Malone to lead protected retirement sales at Nationwide; Definiti appoints new sales and ERISA leadership; Principal hires Bender to large...
Compliance | October 10th, 2023 Retirement Industry Calls On SEC to Withdraw Proposal on AI, Conflicts of Interest The proposal would limit the availability of educational and retirement readiness tools for participants, commenters say.
Administration | July 25th, 2023 AI Tapped to Mine Form 5500s, Leverage Chatbots for Retirement Newfront, a tech-focused advisory firm, recently brought its AI-driven benefit solutions to Congress and will be using AI capabilities to...
Benefits | July 3rd, 2023 AI Has Potential to Improve Plan Design, Expand Retirement Plan Access Users may not be able to rely on artificial intelligence for financial advice yet, but technological developments are already making...
Products | May 5th, 2021 Ascensus Offers Personalized, AI-Driven Financial Wellness The new service uses machine learning to provide employees with guidance that can help build short-term financial resiliency while also...
Products | March 12th, 2021 Franklin Templeton, iGrad Financial Wellness Platform Offers Personalization It can analyze how prepared people are for retirement and assess each user’s ‘financial personality.’
Benefits | October 4th, 2019 Bend Pairs HSAs with AI The company says the solution completely automates the entire HSA process from start to finish, so there is no time-consuming...
Products | February 4th, 2019 401(k) and 403(b) Plan Provider Offers AI Chatbox for Participants Dream Forward’s AI chatbox uses conversational interaction to address participants’ retirement plan and financial wellness questions.
Data and Research | October 2nd, 2018 Americans Want a Combination of Tech and Humans for Help With Finances Those surveyed said if they were to trust an online or mobile app, it first would need to be easy...