How AI is Transforming Retirement Plan Administration

Insights from Ascensus Executive Chairman David Musto

Artificial intelligence is reshaping retirement plan administration by improving data accuracy, streamlining operations, and delivering better outcomes for savers. In this video, Ascensus Executive Chairman David Musto shares how predictive analytics and intelligent automation are changing how retirement plans are designed, managed, and delivered. 

How AI is Transforming Retirement Plan Administration
Key Points
  • Changing Retirement Plan Administration Models: Traditional, siloed operating models are no longer effective. AI is enabling more integrated, outcome-driven approaches to plan administration.
  • Engineering Seamless Experiences: Ascensus focuses on designing end-to-end experiences—from early engagement with savers to program delivery, ensuring administrative simplicity and cost-effectiveness .
  • AI is Playing a Major Role: Predictive analytics and intelligent automation allow organizations to anticipate needs, personalize guidance, and streamline operations for better outcomes.

In this video, David Musto discusses the need to rethink traditional organizational structures as AI becomes more central to retirement plan administration and highlights Ascensus' innovative approach to integrating digital experiences with service operations. He explores how predictive analytics and intelligent automation are helping Ascensus deliver seamless, cost-effective, and outcome-focused experiences for clients and savers.

Explore more insights on AI in retirement plan administration, automation, and technology-driven innovation in Ascensus' dedicated resource center.

Ascensus is the leading provider of retirement plan administration and compliance technology, supporting advisors and plan sponsors with the tools, insights, and expertise needed to manage risk and deliver better outcomes for clients and participants.