Behind the Scenes: How AI Is Transforming Retirement Plans

AI is transforming the future of retirement planning — but what does that really mean for plan sponsors and participants today? In a landscape where AI capabilities evolve faster than regulations can keep up, how can financial services stay responsible without falling behind?

Rick Unser hosts industry experts Nikki Susman and Brian Cosmano to unveil how AI is already reshaping every facet of retirement plans — from onboarding and fraud detection to personalized participant advice and real-time action. You'll discover how leading firms are using AI to make security smarter, streamline compliance, and accelerate product development from months to weeks, while learning why human oversight and responsible governance remain essential to building trust, engagement, and long-term competitive advantage. Whether you're a plan sponsor, advisor, or participant, this episode shows how AI can work for you, secure your future, and help your organization stay ahead in the evolving retirement landscape. Tune in to move from curiosity to confident action and see why embracing AI responsibly is the most critical move you can make right now.