Revealed! ‘Top Advisor By Participant Outcomes’ at Excel 401(k): The Advisors’ Conference

401k, TAPO, Top Advisor, retirement

Exciting!

The kickoff festivities at the morning session of the annual Excel 401(k): The Advisors’ Conference in Dallas featured the annual celebration and recognition of this year’s group of 12 monthly ‘Top Advisors by Participant Outcomes’ (TAPO) designees, as named by 401(k) Specialist.

The event also unveiled the long-awaited overall ‘2019 Top Advisor by Participant Outcomes’ (TAPO) recipient, as chosen from among the group by an independent panel of industry experts.

After a bit of anticipation, it was announced that Jamie GreenleafLead Advisor and Principal with Cafaro Greenleaf, took home the honor.

This year’s panel of judges was:

“Participant outcomes are changing,” Greenleaf said. “We’ve been siloed for so long with participant outcomes in the retirement program. Today, our plan sponsors are viewing benefit dollars more holistically. When I think of participant outcomes, I think of the success of the population not just from their retirement standpoint but from building a better benefits package.”

The monthly designees and 2019 TAPO finalists were:

401(k) Specialist was extremely excited to partner with TAPO’s 2019 sponsor, J.P. Morgan Asset Management.

The company’s innovative “Let’s solve it” campaign is dedicated to assisting advisors with their most pressing challenges. It presents a natural synergy, as participant outcomes are premier challenges with which 401(k) advisors, sponsors and participants currently wrestle.

“Every day, we actively work to simplify, inform and empower better decisions,” J.P. Morgan Asset Management noted. “All to help build stronger portfolios and to help our clients achieve long-term success.”

Although J.P. Morgan Asset Management is a partner in the recognition and celebration, it was in no way involved with, or responsible for, the selection of the Top Advisors by Participant Outcomes, as it is strictly an editorial process.

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