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The Disruptive Impact of FinTech on Retirement Systems - Oxford Scholarship Online
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The Disruptive Impact of FinTech on Retirement Systems

Julie Agnew and Olivia S. Mitchell


This volume examines how technology is transforming financial applications, and how FinTech promises a similar revolution in the retirement planning processes. Robo-advisors and mobile savings apps are a few harbingers of innovations to come. Nevertheless, these changes will bring with them new ethical and regulatory considerations, design challenges related to promoting adoption by an older population less trusting of technology, and concerns over data security and privacy. Our contributors take stock of the disruptive impact of financial technology on retirement planning, saving, investment, ... More

Keywords: robo-advisors, insurance, FinTech, retirement, investments

Bibliographic Information

Print publication date: 2019 Print ISBN-13: 9780198845553
Published to Oxford Scholarship Online: October 2019 DOI:10.1093/oso/9780198845553.001.0001


Affiliations are at time of print publication.

Julie Agnew, editor
Class of 2018 Professor of Finance and Economics, College of William and Mary's Mason School of Business

Olivia S. Mitchell, editor
International Foundation of Employee Benefit Plans Professor, Wharton School of the University of Pennsylvania

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Part I Financial Technology and the Retirement Marketplace

Chapter 2 The Emergence of the Robo-Advisor

Jill E. Fisch, Marion Labouré, and John A. Turner

Chapter 3 The Transformation of Investment Advice

Jennifer L. Klass and Eric L. Perelman

Part II FinTech and Retirement Security

Chapter 4 FinTech Disruption

Julianne Callaway

Chapter 6 Benefit Plan Cybersecurity Considerations

Timothy Rouse, David N. Levine, Allison Itami, and Benjamin Taylor

Chapter 7 Designing for Older Adults: Overcoming Barriers to a Supportive, Safe, and Healthy Retirement

Cosmin Munteanu, Benett Axtell, Hiba Rafih, Amna Liaqat, and Yomna Aly

Part III New Roles and Responsibilities for Plan Sponsors and Regulators

Chapter 8 The Big Spenddown: Digital Investment Advice and Decumulation

Steven Polansky, Peter Chandler, and Gary R. Mottola

Chapter 10 Matching FinTech Advice to Participant Needs

Stephen L. Deschenes and P. Brett Hammond

End Matter