I don’t know who said it first, but every company is a technology company. That becomes very evident during my conversation with Tom Conlon of Betterment, a start-up fintech company or what some also refer to as a Robo Advisor in the 401(k) space. Tom does a great job sharing how technology enabled companies are looking to disrupt the 401(k) space for companies and plans of all sizes. You will hear him comment on different strategies they use to attract clients, how technology is drives their business and his responses to some criticism tech enabled 401(k) providers have received.
Guest Bio
Tom Conlon is Head of Client Relations at Betterment for Business, a technology-led 401(k) provider that aims to deliver better retirement outcomes and personalized advice. Tom has spent the last 10 years in the retirement services industry where he has held various positions leading teams and helping plan sponsors accomplish their goals for their retirement plans. His focus has always been on helping plan sponsors simplify plan design and administration to help achieve broader goals for impactful participant outcomes.
401(k) Fridays Podcast Overview
Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over one hundred prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!
