Artwork

Content provided by CAPTRUST. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CAPTRUST or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Episode 63: Morningstar's Mike Allen on AI

47:10
 
Share
 

Manage episode 412844682 series 2956584
Content provided by CAPTRUST. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CAPTRUST or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This month’s episode features an in-depth discussion on artificial intelligence (AI) between Dawn McPherson, Matt Patrick, and Mike Allen, Morningstar's Head of Technology for Workplace Solutions. They explore AI's evolving role in retirement planning, discussing its potential for personalized participant experiences, and operational efficiencies.

Highlights include:

  • practical application of AI tools and their potential impact on retirement planning
  • benefits of leveraging AI to enhance participant experiences and streamline backend processes
  • challenges plan sponsors will face when it comes to governance

The episode ends with practical tips from Mike Webb for enhancing the 5500 annual report filing process for ERISA retirement plan sponsors.

Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.

Note: Mike Allen is an employee of Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc.

  continue reading

66 episodes

Artwork
iconShare
 
Manage episode 412844682 series 2956584
Content provided by CAPTRUST. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CAPTRUST or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This month’s episode features an in-depth discussion on artificial intelligence (AI) between Dawn McPherson, Matt Patrick, and Mike Allen, Morningstar's Head of Technology for Workplace Solutions. They explore AI's evolving role in retirement planning, discussing its potential for personalized participant experiences, and operational efficiencies.

Highlights include:

  • practical application of AI tools and their potential impact on retirement planning
  • benefits of leveraging AI to enhance participant experiences and streamline backend processes
  • challenges plan sponsors will face when it comes to governance

The episode ends with practical tips from Mike Webb for enhancing the 5500 annual report filing process for ERISA retirement plan sponsors.

Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.

Note: Mike Allen is an employee of Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc.

  continue reading

66 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide