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.
‘Top Advisor by Participant Outcomes’ Revealed: 2017 Excel 401(k)
Top Advisors by Participant Outcomes (TAPO), highlighted monthly by 401(k) Specialist, were celebrated at Excel 401(k): The Advisors’…
What Are Top 401(k) Advisors Doing About Participant Outcomes?
Participant outcomes are what it’s all about, so what are top advisors doing to ensure an affordable quality…
October 2017 Top Advisor By Participant Outcomes (TAPO)
Simple, Effective and Fun The retirement plan industry has done very well with innovation—target date funds, retirement income,…
September 2017 Top Advisor By Participant Outcomes (TAPO)
A 6-Step Process to Hitting the Retirement Bullseye What could be more important than helping people have the…
August 2017 Top Advisor By Participant Outcomes (TAPO)
Measurable ROIs to Motivate 401(k) Participants The American Retirement Association finds that 80 percent of 401(k) participants earn…
The Difference Between Good Advice and Effective Advice
Learn how workplace culture and retirement readiness align in Lisa Petronio’s insights on guiding sponsors toward stronger plan designs.
July 2017 Top Advisor by Participant Outcomes (TAPO)
Our approach to ensuring successful retirement plan participant outcomes involves the quantitative, qualitative and a bit of fun.
June 2017 Top Advisor by Participant Outcomes (TAPO)
How to quantify the seemingly ‘unquantifiable’. Our practice has always taken a high-touch and high-customization view when it…
Changing Lanes: One Heck of a Participant Outcome Story (TAPO)
Worried about the pace of demographic and regulatory change and its effect on the retirement plan space? Who…
Why The Three 401(k) ‘Fs’ Are so Important
Here’s a summary of our interview at the Excel 401(k) Conference – Jason Chepenik, Chepenik Financial regarding financial…