Browsing Tag
Profiles in Participant Outcomes
137 posts
Trust and Trends: What 2018 TAPO Judge Barbara March Sees in 401(k) Advisors
If you’re ever at an industry event with Barbara March in attendance, find a way to sit at…
401(k) Specialist 2018 ‘Top Advisor by Participant Outcomes’ Finalists
DENVER, Colo., September 14, 2018—401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors…
2018 TAPO Judge: Tony Mingo’s Next-Level Fintech
If you’re looking for an interactive retirement planning solution that’s transactional and actually works (who isn’t?) vWise has…
2018 TAPO Judge: Rum, Retirement and Richard Carpenter’s Record-Keeping Expertise
Not that Richard Carpenter is retired—or even thinking about it—but he’ll be in prime position when he finally…
October 2018 Top Advisor By Participant Outcomes (TAPO)
Easy and Academic Making money simple, or “money simplified.” It’s a message that absolutely resonates with plan sponsors…
2018 TAPO Judge: Major 401(k)Motivation from MKay
We now know why Mary Kay Leydon is such a great sales coach and trainer; she sold us…
September 2018 Top Advisor By Participant Outcomes (TAPO)
Getting Dirty in the DC Plan NestEgg U was born in the late 1990s from the philosophy that…
August 2018 Top Advisor By Participant Outcomes (TAPO)
Breaking Bad Enrollment Behavior “There’s a saying that software will eat the world. Well, private equity is eating…
July 2018 Top Advisor By Participant Outcomes (TAPO)
Get ‘Er Done July being a time to celebrate the nation’s independence, it’s appropriate to include a well-known…
June 2018 Top Advisor by Participant Outcomes (TAPO)
A 401k Blockbuster You can watch a movie on any small-screen you happen across. Going to the theater…