Retirement

While financial technology is top of mind in the industry, many still wonder what it is and what it does.

Many plan sponsors and providers may need to rethink the direction they’ve been heading. What’s worked in the past may not work going forward, says BlackRock’s Anne Ackerley.

Despite pay equity issues, programs focused on teaching female workers about health and retirement plans boost company loyalty and workplace diversity.

They’re a ‘great resource' to ensure employers keep up with compliance obligations and know where they stand, says The Principal’s Aaron Friedman.

The plan includes discussion of auto IRAs, state-run 401(k) plans and personal IRAs that would be available to Americans through the workplace.

User-friendly websites and technologies in use by firms such as Transamerica and Charles Schwab are easing retirement planning.

Professionally managed accounts can play a role in helping employees be better prepared for retirement, yet many workers don’t have a good understanding of how they work.

Working with employers to successfully reduce employee money stressors requires several steps, says Carla Dearing, CEO of financial planning service SUM180.

As President Obama prepares to release his budget proposal that is expected to include a provision to expand retirement coverage among small businesses, there is an urgent need for innovative solutions to help participants take their 401(k)s with them when they change jobs.

Technology offers simplicity, transparency, mobility and portability, and advisers should embrace it, says Chad Parks.