Browsing Tag
Profiles in Participant Outcomes
137 posts
It’s Official! 2021 ‘Top Advisor By Participant Outcomes’ Revealed at Wealth@wor(k)
This year’s theme, “Triumph in a Tough Year,” saw incredible creativity in the 12 top advisors in solving complex retirement plan issues
October Top Advisor by Participant Outcomes (TAPO)—Jean Duffy
Jean Duffy’s professionalism and experience translate to immediate value for clients, even for retirement plans that—at least on…
2021 Wealth@wor(k) Conference Makes Important COVID Announcement
A rise in Delta variant cases and resulting COVID resurgence prompted Ross Marino, CEO of Advisor2X, to announce…
September Top Advisor by Participant Outcomes (TAPO)—Erin Hall
Brainstorming for Better Outcomes Erin Hall was proud of the metrics produced by a plan on which she…
August Top Advisor by Participant Outcomes (TAPO)—Jim Sampson
Kill the Jargon Before It Kills You Who says retirement plans aren’t fun? Not Jim Sampson, director of…
Episode 6: ERISA Expertise as a Competitive Differentiator
This week, we’re joined by David Kulchar, Managing Director of Retirement Plan Services with Oswald Financial. Kulchar is…
July Top Advisor by Participant Outcomes (TAPO)—Jessica Fitzgerald
Retirement Plan Movers and Shakers “We evaluate participant success in two ways,” Jessica Fitzgerald says matter-of-factly. “No. 1,…
Episode 5: Using 401ks to Help Frontline Workers
This week, we’re joined by Syed Nishat, a Partner at Wall Street Alliance Group, which has a strong…
OneDigital Acquires Jania Stout’s Fiduciary Plan Advisors
OneDigital announced Thursday that it has acquired the assets of Fiduciary Plan Advisors (FPA), the Maryland-based retirement plan…
June Top Advisor by Participant Outcomes (TAPO)—David Kulchar
A Defined Contribution Concierge Is it possible to be too good at what you do? David Kulchar comes…