Posts Tagged ‘retirement’

There has been a lot of talk about the Bipartisan Budget Act of 2018, which was passed by Congress and signed by the President on February 9th, 2018. The law will last for two years and increase funding for both military and social programs. It represents the first significant bipartisan legislation in a long time. […]

Results from the National Financial Capability Study (NFCS) were released in July, 2016 by the FINRA Investor Education Foundation (FINRA Foundation). The findings, which include data from more than 27,000 U.S. adults, reiterate the importance of providing people with financial education to help them better manage their money. According to an infographic that depicts the study’s results, “Absolute levels […]

Similar to the way digital transformation means different things to different people, there are myriad types of projects and initiatives that fall under the concept of digital transformation, including: Implementing methods that enable changes to be made quickly on digital platforms, such as websites, mobile, social, and portals Developing websites and portals that are mobile-friendly […]

Most digital transformation initiatives begin with customer journey mapping, a process that helps one fully understand the dynamics of the target customer and their behavior. Journey mapping connects the dots from a customer’s initial interaction with a brand, through their entire experience with that brand via multiple channels (e.g., website, mobile app, phone call, direct […]

In today’s digital age, consumers have evolved to become far more independent and self-sufficient. They expect access to information, services, and products to be quick, easy, useful, engaging, and even entertaining. Businesses that are not yet meeting these new expectations are falling behind the curve. But this particular curve is not just the trend of […]

While it means different things to different people, digital transformation is a movement. According to the research firm Altimeter, the definition of digital transformation boils down to this: “The realignment of, or new investment in, technology and business models to more effectively engage digital customers at every touchpoint in the customer experience lifecycle.” Digital transformation […]

We have become a digital society. We use mobile devices to guide us through rush hour traffic, to find a great new spot for lunch, to research recipes for dinner, to do our shopping, to track our exercise, to entertain, to connect with friends and family, and to wake us up the next morning to […]

A couple of weeks ago, I shared a brief overview of a new rule the U.S. Department of Labor (DOL) recently finalized. While it’s certainly nothing to laugh about, comedian and host of “Last Week Tonight with John Oliver” the man himself, John Oliver, was able to make light of it. In fact, as of […]

In April of this year, the U.S. Department of Labor finalized a new rule that is meant to protect individuals from receiving retirement investment advice that, in reality, may not be in their best interest. It’s a complicated rule that addresses the conflict of interest that financial advisors frequently encounter, such as receiving commission or […]

Many look forward to the freedom of retirement, which includes activities like travel, bingo, and time spent with friends. Though there is far less to do, staying organized and up to date on retirement benefits is important. Such was the story of a leading state retirement system who looked to Perficient to unify their disparate […]