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.
April Top Advisor by Participant Outcomes (TAPO)—Kristi Baker
CSI Advisory Services expertly navigates retirement plan transitions, from DB to DC, driving innovation and financial security.
March Top Advisor by Participant Outcomes (TAPO)—Daniel Peluse
How to Take a 401(k) Plan From ‘Good to Great’ By now it’s cliché to mention Good to…
February Top Advisor by Participant Outcomes (TAPO)—Marcy Supovitz
The Single Biggest Determinant of Participant Outcome Success If you want the epitome of a straight-talking, no-nonsense, results-oriented…
January Top Advisor By Participant Outcomes (TAPO)—Blake Thibault
Old, archaic and incredibly effective. No, we’re not talking about Blake Thibault (although he is incredibly effective). We…
It’s a Wrap: Excel 401(k) Conference Has Best Year Yet
Great interaction and even better information flowed from the Las Vegas Strip last month as Excel 401(k): The…
Look Back at 2019’s Top Advisor By Participant Outcomes (TAPO)—Jamie Greenleaf
How to Demonstrate True Value with a ‘Better’ Benefit Package We’ve heard it for some time—the importance of…
Alex Assaley: Our 2018 Top Advisor By Participant Outcomes
In an exclusive interview with 401(k) Specialist, Alex Assaley explains his exceptional performance and the factors that led to his selection as the TAPO advisor for 2018.
November Top Advisor By Participant Outcomes (TAPO)—Corby Dall
Parties with Prescriptive Plan Designs “We’re not normal!” It’s a tagline screamed from 401k Advisors Intermountain, albeit one…
‘Top Advisor By Participant Outcomes’ Revealed! 2018 Excel 401(k): The Advisors’ Conference
The kickoff festivities at the morning session of the annual Excel 401(k): The Advisors’ Conference at Caesars Palace in Las…
Bright Lights, Big Ideas: 401k Leaders, Learners Link Up in Las Vegas
Part conference, part party, part awards ceremony (con-par-mony?), it’s back. Excel 401(k): The Advisors’ Conference returns to Las…