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.
October Top Advisor by Participant Outcomes (TAPO)—Jeanne Fisher
Getting Retirement Right With Roth 401ks IN AN INDUSTRY overwhelmingly “male, pale and stale” that constantly frets about…
December 2019 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.…
September Top Advisor by Participant Outcomes (TAPO)—Daniel Tacktill
Helping HR Reps Help Themselves IT’S A BIT OF “physician, heal thyself.” After 18 years in the business,…
November 2019 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 2019 Top Advisor by Participant Outcomes (TAPO)—Eduardo Gimenez
Understanding Nonprofit Nuance “RETIREMENT PLANNING IN the nonprofit world gets complicated fast, which is probablywhy many advisors shy…
August Top Advisor by Participant Outcomes (TAPO)—Dan Boardman
4 Key Components to Participant Outcome Success IT’S SIMPLE, but not easy. Any experienced 401(k) advisor will say…
How Everybody Wins With Positive 401(k) Participant Outcomes
OUTCOMES 2019—Everybody Wins, a two-day event solely focused on ensuring successful 401(k) participant outcomes, kicks off in Denver…
July Top Advisor by Participant Outcomes (TAPO)—Kathleen Kelly
What Gets Measured, Gets Done Empowerment, empathy and effectiveness—three “E” words that were immediately apparent when speaking with…
June Top Advisor by Participant Outcomes (TAPO)—Todd Kading
The Flexible 401(k) Fiduciary “The only reason we’re in this business is to make sure people can actually…
May Top Advisor by Participant Outcomes (TAPO)—Brad Arends
Our conversation with Brad Arends started strong, because we thought he’d hit upon the retirement plan 'Holy Grail.' We were close.