Features
401(K) FINANCIAL WELLNESS: Focus on the Family—Why Jania Stout Is Our 2020 Top Advisor by Participant Outcomes (TAPO)
Combine an incredible work ethic with an equal passion for helping participants, and you get incredibly successful results.
401(K) TOP ADVISORS BY PARTICIPANT OUTCOMES: 2020’s Final Pair of Honorees
We profile our final group of monthly TAPO designees for 2020 and also the distinguished panel of judges who determined this year’s overall winner. We’re honored to feature profiles of Jeffery Acheson, Chief Business Development Officer with Tampa, Fla.-based Independent Financial Partners; and Jonathon Schultheiss, Partner and Retirement Plan Advisor with Greensboro, N.C.-based Gate City Advisors. Judges Mary Kay Leydon of MCL Consulting; Richard Carpenter of USVI Pensions and Consulting; Bill Mueller of FPS Group; Bernie O’Connor of C&A Consulting; and Tony Mingo of O’Neil Digital Solutions are also profiled.
401(k) TOP ADVISORS BY PARTICIPANT OUTCOMES: 2020’s Third Set of Honorees
Our third group of monthly TAPO designees for 2020 continue to demonstrate creativity, enthusiasm and genuine concern for the financial futures of the plan sponsors and participants whom they serve. We’re honored to feature profiles of Douglas Parker with New York-based Sage Rutty and Company, Inc.; Jania Stout of Hightower Fiduciary Plan Advisors in Owings Mills, Md.; Jake Rushton of Utah-based TrueNorth Wealth; and Eduardo Gimenez with Rockville, Md.-based Raffa Retirement Services.
401(K) ROLLOVERS: ‘Auto Portability’ Set to Attack 401(k) Leakage Problem
Adoption in earnest of the newest ‘auto’ feature will begin in 2021, after Alight Solutions begins rolling out Retirement Clearinghouse’s proprietary program to plan sponsor clients.
401(k) 401(K) PRODUCTS: HSAs in a Holding Pattern
In the middle of a public health crisis, Health Savings Accounts should shine, but the future is uncertain
Columns
401(k) Investment Insight
Retail investors have enough to worry about amid a global health and economic crisis. But if the Department of Labor gets its way, Fran Seegull says retirement investors may have something else to worry about.
401(k) Provider Perspective
Tom Hawkins explains how autoportability can help close the gap by limiting cash-out leakage.
401(k) Client Connection
As 401(k) quarterbacks, Rebecca Hourihan shows how advisors can lead teams to victory by following solidly developed game plans.
