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.
intellicent’s Grant Arends Adds Another ‘F-Word’ to 401(k) Fees, Funds, and Fiduciary
It’s always fun speaking with the Arends brothers about their very successful financial firm intellicents. Grant Arends, the…
Josh Itzoe’s TAPO Redux: We Have No Idea When He Actually Sleeps
We often kid Josh Itzoe about his tendency to talk (and talk some more). While it’s good-natured, it…
July Top Advisor by Participant Outcomes (TAPO)—Grant Arends
GRANT ARENDS WAS refreshingly blunt when revealing the super-simple secret to high participant utilization for worksite financial planning.…
Buckman & Corning’s Nicole Corning on an Educational, and Humbling, Client Case
Nicole Corning is a published author, podcaster, blogger, former political strategist, and managing partner with Buckman & Corning Financial Strategies Group.
Joe DeNoyior’s TAPO Redux: Becoming an Industry HUB
Anyone who doesn’t know what Joe DeNoyior’s been up to lately is living under a rock. Hub International…
June Top Advisor by Participant Outcomes (TAPO)—Shannon Maloney
WE ASKED SHANNON MALONEY for anecdotes about successful participant outcomes, and she more than delivered, ticking off a…
CAPTRUST’s Mike Webb on Toxic Phrases to Avoid and a Surprisingly Successful Niche
We all know the dangers of using too many industry buzzwords, but Mike Webb of CAPTRUST found some surprises when doing his own research.
Corby Dall’s TAPO Redux: Taking the NAPA Helm
QUITE A BIT has happened since we first featured Corby Dall as a TAPO in November 2018. His…
May Top Advisor by Participant Outcomes (TAPO)—Mike Webb
DC Plan Divine Intervention HE’S ON A MISSION from God. We asked Mike Webb one question, and he…
Deep Impact: Chris Roper’s Crusade to Help a Million 401(k) Participants Over His Career
Here’s a little Monday morning and Monday afternoon inspiration, Chris Roper has a lofty goal of helping one…