Nationwide Welcomes New Leaders, Income Lab Launches AI Scribe

Umpierrez, A. (2026, January 16). Nationwide welcomes new leaders, Income Lab launches AI Scribe. 401(k) Specialist. https://401kspecialistmag.com/nationwide-welcomes-new-leaders-income-lab-launches-ai-scribe/

·       Nationwide Financial has appointed Misty Kuamoo as Chief Technology Officer to lead technology solutions and accelerate the integration of artificial intelligence.

·       Suzanne Ricklin has been named the leader of Distribution for Nationwide Retirement Solutions to manage growth and retention for retirement clients.

·       Income Lab launched AI Scribe, an artificial intelligence tool that transforms live client conversations from virtual meetings into comprehensive retirement plans.

·       The AI Scribe application captures data during Zoom sessions to generate meeting summaries and draft plans for immediate advisor review.

·       This new capability expands Income Lab's suite of automated tools, which includes the previously released AI Plan Builder and AI Assistant.

·       PensionBee and SS&C Technologies expanded their partnership to streamline 401(k) rollovers through the automated RolloverCentral platform.

·       The collaboration between Income Lab and industry researchers focused on removing administrative friction while ensuring financial advisors maintain control over the planning process.