))
Episode 63: Morningstar's Mike Allen on AI
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.
66 episodes
Share
