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.
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…
Best Cities for Retirees – Who Cares?
Naturally occurring retirement communities may seem ideal, but many score lower on livability than diverse, age-mixed neighborhoods.
Marsh & McLennan Agency Acquires Compass Financial Partners
Compass Financial Partners, a Greensboro, N.C.-based retirement consulting and investment advisory firm led by former 401k Specialist Top…
Wealthy Retirees Will Lose Almost 25% of Retirement Income to Taxes
Retirees in the top 20% income bracket will pay 11% in taxes on their retirement income, while those…
January Top Advisor by Participant Outcomes (TAPO)—Brian Hartstein
Raised in Retirement Plans “I’m an intense guy from New Jersey, so I speak very quickly,” Brian Hartstein…
4 Retirement Planning Tips for the Self-Employed
Retirement planning for self-employed workers is a growing concern as more Americans turn to independent contracting for work.
Investors in the Retirement Savings Drivers’ Seat
Investors are hungry for control in these uncertain times, according to a poll by Wells Fargo, and the…