Browsing Tag
Participant Outcomes
372 posts
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…
Sponsor Considerations for Retirement Income Solutions
Several new products aimed at providing retirees with ways to turn their 401(k) savings into income have come…
Saving for Future More Important Than Netflix, Survey Finds
The pandemic and ensuing lockdowns have caused Americans to reflect on their priorities, with some reporting an increased…
Episode 2: The Pros and Cons of the Digital Delivery of 401k Services
“Broadly, we’re more productive and getting more done,” explains Steven Glasgow, Executive Vice President/Wealth Management with Tower Circle Partners…
Episode 1: ‘We Won’t Have Successful Retirement Outcomes Unless …’
Brian Hartstein, Director of Corporate Development with Bayntree Wealth Advisors, literally grew up in the retirement plan space,…