Browsing Tag
Chepenik Financial
7 posts
Jason Chepenik’s TAPO Redux: Bigger, Better, More Creative
'My business has doubled in every aspect'
CSR: Help Your Community AND Your Business
“Corporate Social Responsibility” is a popular business buzz phrase, even though it’s far from a new concept. It…
How ‘CSR’ Can Transform Your Practice: 2019 NAPA 401(k) Summit
An all-star panel from some of the nation’s leading advisory firms explained how CSR—Corporate Social Responsibility—has invigorated their…
Run! 401(k) Fun in Full Swing: 2019 NAPA 401(k) Summit
Financial Fitness Race blends fun, health, and retirement planning while raising funds for charity in cities nationwide.
Offbeat and Completely Original 401k Enrollment Strategies
Taco trucks. Hammocks. Keg-o-rators. Not exactly the words you associate with increasing 401k participation, but advisor Jason Chepenik…
How to Make a 401(k) Plan ‘Come Alive’
Explore innovative 401(k) enrollment ideas using fun, food, and social incentives to increase participation and financial literacy.
October 2017 Top Advisor By Participant Outcomes (TAPO)
Simple, Effective and Fun The retirement plan industry has done very well with innovation—target date funds, retirement income,…