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.
May 2018 Top Advisor By Participant Outcomes (TAPO)
Learn how a hospital improved its retirement plan participation rate and prepared employees for retirement in this successful case study.
April Top Advisor by Participant Outcomes (TAPO)
The Right Ratio for Retirement Readiness We are extremely passionate about positive plan outcomes for plan sponsors and…
March 2018 Top Advisor By Participant Outcomes (TAPO)
Blue Ribbon Plan helps sponsors achieve excellence with conflict-free oversight and fiduciary governance for retirement success
February Top Advisor By Participant Outcomes (TAPO)
It often starts with a discussion of the 401k, but quickly moves towards other areas of their financial well-being, which our research shows are critically important.
January Top Advisor By Participant Outcomes (TAPO)
“As a whole, we have participation rates near 100 percent, and that is our goal.”
December Top Advisor By Participant Outcomes (TAPO)
Forget fiduciary—for Todd Timmerman and his team at Retirement Plan Analytics, it all about stewardship and financial wellness. Here's why.
Why ‘Well Off’ 401(k) Participants Are Sometimes Harder to Enroll
Kristina Keck of Woodruff-Sawyer clues us in on how to keep participants focused.
November Top Advisor by Participant Outcomes (TAPO)
We understand and analyze not only the barriers to saving for retirement but the impediments to saving for…
The 2017 Top Advisor By Participant Outcomes
401(k) Specialist focuses sharply on participant outcomes—the true measure of 401(k) success. Share insights to vie for TAPO honor.
Why Financial Wellness in 401(k)s is Absolutely Essential
Discover how financial wellness in retirement planning helps 401(k) participants reduce debt, build savings, and improve long-term financial health.