While recordkeeping is arguably the backbone of the 401(k) and 403(b) industry, most providers are trying to service modern day needs with mainframe systems. However, because recordkeeping technology is so complex, many don’t understand how it truly works and why it has such a significant impact on the cost, function, and service of a retirement plan offering. In this session, we will dive into:
- The How. Inner workings of recordkeeping technology.
- The Who. Industry players and how they've evolved over time.
- The Why. Why should advisors, plan sponsors, and even participants care?
- The What Now. What could the future of recordkeeping look like and how can that help you and your practice?
Understanding Recordkeeping Technology:
How Diving in Can Help You Get More Out
Tuesday, March 31st 2:00 - 2:50 PM ET
Aaron Schumm, Founder & CEO, Vestwell
John Sullivan, Editor-In-Chief, 401K Specialist (moderator)