Browsing Tag
Participant Outcomes
372 posts
7 Great Cities for Retirees
Another day, another “best cities to retire” ranking. Money published in November its determination of the best places…
December 3, 2020
Politics, Punditry and Superior Practice Management: Excel 401(k) 2020 Digital Series
An experiment in live and on-demand digital content came to a successful conclusion with the last session of…
November 30, 2020
December 2020 Top Advisor by Participant Outcomes (TAPO)— Jonathon Schultheiss
The 1% Challenge WE’RE SURE JONATHON SCHULTHEISS’ good nature and smiling persona translate well with sponsors and participants.…
November 29, 2020
DOL’s No-Go on ESG Doesn’t Let Advisors Off the Hook
Socially responsible investing has become surprisingly contentious of late. There’s debate over whether socially or environmentally conscious funds…
November 17, 2020
115 Recognized on 2020 NAPA Top Women Advisors List
The National Association of Plan Advisors (NAPA) recently announced its 2020 list of NAPA Top Women Advisors, honoring…
November 9, 2020
November 2020 Top Advisor by Participant Outcomes (TAPO)—Jeffery Acheson
Let’s Retire Retirement It’s immediately apparent why Jeff Acheson is a highly regarded industry thought-leader. Having put his…
October 29, 2020
Using Behavioral Finance to Improve Employee Outcomes: Excel 401(k) 2020 Digital Series
“As 401(k) advisors, a lot of what we do is counseling,” said Kelli Grelles, who considers herself a…
October 26, 2020
Beyond Fiduciary: A Moral Argument for 401ks
Advisors and plan sponsors have a 'moral' obligation to helping employees save for a dignified retirement
October 23, 2020
Retirement Needs Still a Mystery to Many Americans
Another day, another study showing how far retirees and near retirees are from financial security
October 15, 2020