Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
About this episode
This episode explores how retirement technology is transforming planning advice with insights from Michael Allen of Morningstar Retirement.
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 t...
People in this episode
Host: Brian Anderson
Guest: Michael Allen
Topics covered
- retirement planning
- technology
- financial advice
- personalization
- scalability
- innovation
Keywords
- retirement technology
- financial advisors
- planning advice
- digital solutions
- personalized retirement
Mentioned in this episode
Organizations: Morningstar Retirement
More episodes of 401(k) Specialist Podcast
- How GigMatch Creates Retirement Hope: George Fraser
- What Participants Really Think with Invesco’s Greg Jenkins
- Modernizing Retirement Plan Infrastructure with Congruent Solutions’ Mahesh Natarajan
- How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026
- How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson
- What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo
Explore listener stats, chart rankings, contacts and more on the 401(k) Specialist Podcast podcast page.