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.
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 a financial wellness and education platform that actually works (who isn’t) vWise is it.
2018 TAPO Judge: Rum, Retirement and Richard Carpenter’s Record-Keeping Expertise
USVI Pensions founder Richard Carpenter shares 35+ years of expertise in retirement plans, TPAs, and consulting services.
October 2018 Top Advisor By Participant Outcomes (TAPO)
Money Simplified helps participants achieve retirement success with easier planning, lower fees, and custom solutions for lasting income.
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)
DC Plan Education helps participants build trust, save more, and achieve retirement success with clear, practical guidance.
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 401(k) Blockbuster You can watch a movie on any small-screen you happen across. Going to the theater…