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401(k) Specialist PodcastAuthor: 401(k) Specialist Magazine
401(k) Specialists new biweekly podcast series The 401(k) Specialist Pod(k)ast provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners. Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
Episode 127
Sunday, 30 November, 2025
Retirement technology is rapidly transforming the way advisors and plan sponsors deliver planning advice. In this episode of the 401(k) Specialist Podcast, Editor-in-Chief Brian Anderson sits down with Michael Allen, Morningstar Retirement’s Global Head of Retirement Technology, to explore how innovation is making retirement advice more personalized, scalable, and impactful.Allen shares insights on how Morningstar turns ideas into digital solutions, the technologies most likely to redefine the participant experience—like AI, predictive analytics, and behavioral nudges—and how innovation stays grounded in what participants really need.Key Insights:AI boosts personalization in retirement planningMichael Allen shares how AI lets Morningstar offer dynamic, personalized advice. Instead of long forms, participants now engage in simple, human-like conversations.Innovation solves real user pain pointsMorningstar's tools, like “AI Insights,” were built to fix specific issues—such as time-consuming reporting—by highlighting key data instantly.Advice at scale with human oversightMorningstar combines AI with trusted forecasting tools. The goal: deliver tailored advice while letting advisors focus on what humans do best.
