Browsing Tag
Participant Outcomes
376 posts
In 401(k) plans, participant outcomes refer to the results or achievements of individual employees who participate in the plan. These outcomes are typically measured by factors such as account balances, retirement readiness, and the impact of plan features (like automatic enrollment or matching contributions) on participant behavior and financial well-being.
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…
Millennials Underestimate Retirement Needs
Millennials' retirement confidence may be based on a serious misunderstanding of how much they actually need to live on, study shows.
TAPO Kathleen Kelly Adds Insight to Case Study of $2B Lenovo 401(k) Plan
Here at 401(k) Specialist, we’re proud of all our Top Advisor by Participant Outcomes (TAPO) honorees over the…
Stimulus Spending Shows Focus on Financial Discipline
Americans have been saving more of their stimulus checks, according to research from the Federal Reserve Bank of…
Modern Investors’ New Financial Priorities
Today’s investors believe they’re on track to reach key financial milestones, including starting to save for retirement and…
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…
Is 55 the New 65?
Despite the financial stresses of 2020, a Hearts & Wallets survey found that near-retirees are eyeing earlier retirements.…
Americans Fear Post-Pandemic Tax Pinch
One in five Americans say they will have to delay retirement—or not retire at all—as a result of…
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…