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.
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 401(k) 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,…
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 401(k) 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…