Browsing Tag
Profiles in Participant Outcomes
137 posts
July Top Advisor by Participant Outcomes (TAPO)—Douglas Parker
How to Maintain a Strict 401k Participant Focus “Clients are looking for the advice and counsel of a…
June Top Advisor by Participant Outcomes (TAPO)—Jane Hagen
A Plan With a Purpose “IT’S TRULY MY mission in life to help one person at a time,…
May Top Advisor by Participant Outcomes (TAPO)—Austin Gwilliam
Plan Design and Hard Work Austin Gwilliam and the team at GRP Financial took a private school client from a 45%…
April Top Advisor by Participant Outcomes (TAPO)—Larry Deatherage
Passion for the Participant “RBG was built on the participant experience,” Larry Deatherage bluntly states. The Co-founder and…
March Top Advisor by Participant Outcomes (TAPO)—Joe Brummel
A Retirement Plan ‘Auto’ Reversal An order, relation and meaningful purpose drive Joe Brummel’s process and metrics for…
February Top Advisor by Participant Outcomes (TAPO)—Gerald Wernette
A Deep Dive into Plan Diagnostics “Business wisdom delivered.” It’s Rehmann Retirement Solutions’ tag line, and we’re not…
January Top Advisor by Participant Outcomes (TAPO)—Tom Brown
Investment Management for the Masses Personalized advice is increasingly critical for retirement plan participants and their positive outcomes,…
December Top Advisor by Participant Outcomes (TAPO)—Jerry Lynch
Funds, Fees and Fast Food We admit we were surprised by Jerry Lynch’s answer to a question about…
2019 TAPO Jamie Greenleaf Has A Lot to Say About HSAs
“We’ve been having meaningful impact on our employees and employers that we work with, and so they recognized…
Revealed! ‘Top Advisor By Participant Outcomes’ at Excel 401(k): The Advisors’ Conference
The kickoff festivities at the morning session of the annual Excel 401(k): The Advisors’ Conference in Dallas featured…