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.
Episode 4: How to Save a Lot of Money for Plan Sponsor Clients
This week, we’re joined by Josh Itzoe, host of the popular Fiduciary U podcast and founder of Fiduciary…
May Top Advisor by Participant Outcomes (TAPO)— Syed Nishat
Using 401(k)s to Aid Frontline Workers Burnout was a significant issue in 2020, especially among front-line healthcare workers…
Over the Target: Custom TDFs and Managed Accounts in 401(k) Plans
Much is made of the increasing need—and demand—for customization in retirement plans, and custom target-date funds and managed accounts.
April Top Advisor by Participant Outcomes (TAPO)—Josh Itzoe
How to Offer ‘Pure Advisor Alpha’ FRIENDS AND COLLEAGUES thought they were slightly insane. In 2004, Josh Itzoe…
Episode 3: 100% 401k Plan Participation? Here’s How it’s Done
Welcome to another edition of TAPO Talk, a discussion with top advisors about what sets them apart. This…
Episode 2: The Pros and Cons of the Digital Delivery of 401(k) Services
“Broadly, we’re more productive and getting more done,” explains Steven Glasgow, Executive Vice President/Wealth Management with Tower Circle Partners…
Episode 1: ‘We Won’t Have Successful Retirement Outcomes Unless …’
Brian Hartstein, Director of Corporate Development with Bayntree Wealth Advisors, literally grew up in the retirement plan space,…
March Top Advisor by Participant Outcomes (TAPO)—Brent Sheppard
Private Equity Opportunity PRIVATE EQUITY IS KNOWN for taking over, cleaning house, and making the targeted company more…
Two TAPOs Team in Latest 401k Firm M&A Activity
Merger mania continues. OneDigital Investment Advisors announced has acquired Atlanta Retirement Partners (ARP). OneDigital says it pursued the…
February Top Advisor by Participant Outcomes (TAPO)—Steven Glasgow
Defined Contribution Contrarian Steven Glasgow isn’t afraid to contradict conventional wisdom in the service of successful outcomes. His…