Browsing Tag
Profiles in Participant Outcomes
137 posts
January Top Advisor by Participant Outcomes (TAPO)—Brian Hartstein
Raised in Retirement Plans “I’m an intense guy from New Jersey, so I speak very quickly,” Brian Hartstein…
December 2020 Top Advisor by Participant Outcomes (TAPO)— Jonathon Schultheiss
The 1% Challenge WE’RE SURE JONATHON SCHULTHEISS’ good nature and smiling persona translate well with sponsors and participants.…
November 2020 Top Advisor by Participant Outcomes (TAPO)—Jeffery Acheson
Let’s Retire Retirement It’s immediately apparent why Jeff Acheson is a highly regarded industry thought-leader. Having put his…
October 2020 Top Advisor by Participant Outcomes (TAPO)—Eduardo Gimenez
Understanding Nonprofit Nuance “RETIREMENT PLANNING IN the nonprofit world gets complicated fast, which is probably why many advisors…
Good Advice—Top Tips from Past TAPOs: EXCEL 401(k) 2020 Digital Series
Our monthly Top Advisor by Participant Outcomes (TAPO) honorees are a great source of best-practices information for 401(k)…
Excel 401(k) Digital Series Kicks Off Sept. 14
No mask. No middle seat. No social distancing. That’s the tagline for the Excel 401(k) 2020 Digital Series,…
September Top Advisor by Participant Outcomes (TAPO)—Jake Rushton
A Retirement Plan Rx The physicians’ niche is a great place to be, but it comes with unique…
401(k) Specialist Reveals 2020 ‘Top Advisor by Participant Outcomes’ Finalists
DENVER, Colo., August 24, 2020—401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors…
401(k) Specialist TAPO Panel Descriptions and Participants
Join 401(k) Specialist and the 2020 Top Advisor by Participant Outcome (TAPO) Panel for webinars on the topics…
August Top Advisor by Participant Outcomes (TAPO)—Jania Stout
It’s a Family Affair “WE’RE DOING A LOT of financial literacy for younger adults and older kids,” Jania…