The drive to deliver customized savings solutions to 401(k) plan participants is dependent on mining financial data from all components of savers’ lives.
Salary and deferral rates are simple intel to aggregate these days.
But in order to tailor customized strategies for participants, such as those offered in managed account programs, record keepers and advisors need access to participants’ financial lives outside their workplace plans.
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Nick Thornton
Nick Thornton is a financial writer covering retirement and health care issues for BenefitsPRO and ALM Media. He greatly enjoys learning from the vast minds in the legal, academic, advisory and money management communities when covering the retirement space. He's also written on international marketing trends, financial institution risk management, defense and energy issues, the restaurant industry in New York City, surfing, cigars, rum, travel, and fishing. When not writing, he's pushing into some land or water.
