Browsing Tag
Profiles in Participant Outcomes
137 posts
Profiles in Participant Outcomes refers to the analysis and segmentation of how individuals in retirement or investment plans perform over time. It tracks factors such as savings behavior, investment choices, account growth, and retirement readiness. By grouping participants into profiles, financial institutions and plan sponsors can better understand trends, identify at-risk groups, and tailor education or support strategies. This helps improve overall financial wellness, optimize plan design, and align participant outcomes with long-term retirement and investment goals.
Untangling Complexity in a Large Plan
How Corebridge Financial worked with The Salvation Army Southern Territory in decoding several plan types
Partnering with Private Equity to Enhance Retirement Planning
Incorporating a company match keys big jump in participation rate
Supporting Accessibility in Retirement Planning
Collaboration between Nationwide Retirement Solutions and the City of Seattle drives linguistic inclusivity in the city’s retirement plans
Merging Seven Plans Into One
The OneDigital team faced an ultimate task: create and design a cohesive retirement plan for 1,800 participants by January 1.
December Top Advisor by Participant Outcomes (TAPO)—Keith Gredys
Combine plainspoken Iowa advice and highly proficient technical knowledge, and you get Keith Gredys. You also get significant…
November Top Advisor by Participant Outcomes (TAPO)—Doug Prince
A Laser-Like 401(k) Focus “We’re different in that our core belief is to do one thing extremely well.”…
Revealed! 2022 ‘Top Advisor By Participant Outcomes’ Named at Wealth@wor(k)
A running theme throughout this year’s group was a strong focus on helping traditionally marginalized communities save for retirement
October Top Advisor by Participant Outcomes (TAPO)—Tony Powers
“Most plans I work with are small, mom-and-pop safe harbor plans. Many began as startups, and I have…
September Top Advisor by Participant Outcomes (TAPO)—Kim Cochrane
A common thread throughout this year’s group of Top Advisors by Participant Outcomes (TAPO) is their focus on…
TDFs, ESGs, and Other Controversial Acronyms: Wealth@Work
Along with TDFs and ESGs, look for this year’s overall Top Advisor By Participant Outcomes (TAPO) at Wealth@wor(k),…