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.
Half of Investors Report Pandemic Pinch on Retirement Prospects
Over half of Americans (53%) say COVID-19 is negatively impacting their retirement plans, according to a survey released…
One ‘Easy’ Fix for Social Security
Many of the changes that get tossed around to address the Social Security trust fund shortfall are “political…
401k Sponsors Set Sights on Planning, Income Products in 2021
Plan sponsors are eager to give their participants more support in financial planning, as 78% said they will…
Did Coronavirus Relief Help DC Participants Continue Saving?
A report by the Investment Company Institute suggests that coronavirus relief provided by CARES Act may have forestalled loan activity.
7 Great Cities for Retirees
Another day, another “best cities to retire” ranking. Money published in November its determination of the best places…
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…
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.…
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…
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 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…