Fred Barstein, contributing editor to WealthManagement.com’s RPA Edge, invites retirement industry thought leaders to answer three probing questions on critical issues, providing an open, honest and candid dialogue.
This week, we host Laurel Taylor, founder & CEO at Candidly, which helps DC plan sponsors help their employees better manage their student loans, asking:
- How can the DC industry safely leverage participant data?
- How can AI and ChatGPT be leveraged within the DC industry?
- What is Candidly is doing around student loans especially since SECURE 2.0 and can how ancillary services like them help boost engagement?
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