Browsing Tag
Participant Outcomes
372 posts
How a Holistic Employee Benefits Approach Boosts Your Practice
“It just takes down so many of the natural barriers,” Matt Daniels, Director of Retirement Plans at Wilshire…
March Top Advisor by Participant Outcomes (TAPO)—Brent Sheppard
Private Equity Opportunity PRIVATE EQUITY IS KNOWN for taking over, cleaning house, and making the targeted company more…
Black 401k Participants Lag White Counterparts in Wealth Building
For 63% of Black Americans, a retirement plan is their entry to the stock market, according to the…
TAPO TV: Self-Directed Brokerage Accounts in 401k plans—Yea or Nay?
Should participants invest in, and trade, individual securities within their 401k through self-directed brokerage accounts (SBDA)? Does it…
Young Workers Need Flexible Retirement Solutions
Flexibility is key for today’s 20-somethings, as the changing nature of work and the pandemic put pressure on…
Two TAPOs Team in Latest 401k Firm M&A Activity
Merger mania continues. OneDigital Investment Advisors announced has acquired Atlanta Retirement Partners (ARP). OneDigital says it pursued the…
7 Changes to 401k Plan Design Driven by Behavioral Finance
A new whitepaper from behavioral economist Dr. Shlomo Benartzi details some specific ways plan sponsors can help employees…
What Raising Retirement Age Does to Retirement Rates
The most popular age at which to start claiming Social Security benefits is the minimum of 62, according…
How to Avoid Losing Out on Gamestop? Don’t Play
Last week we experienced a modern-day David vs. Goliath, which pitted the average investor against large, sophisticated hedge…
February Top Advisor by Participant Outcomes (TAPO)—Steven Glasgow
Defined Contribution Contrarian Steven Glasgow isn’t afraid to contradict conventional wisdom in the service of successful outcomes. His…