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.
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…
Beyond Fiduciary: A Moral Argument for 401(k)s
Advisors and plan sponsors have a 'moral' obligation to helping employees save for a dignified retirement
Retirement Needs Still a Mystery to Many Americans
Another day, another study showing how far retirees and near retirees are from financial security
How to Prospect, and Drive, 401k Business in a Virtual Setting
A timely topic was tackled recently at the EXCEL 401(K) Digital Series featuring an all-star panel of top…
Why Creativity is the 401(K) Advisor’s Job
Chepenik Financial Services is nearing its 50th anniversary, and one reason—indeed, a MAJOR reason—for its success is due…
October 2020 Top Advisor by Participant Outcomes (TAPO)—Eduardo Gimenez
Understanding Nonprofit Nuance “RETIREMENT PLANNING IN the nonprofit world gets complicated fast, which is probably why many advisors…
TAPOs Share Tips on Increasing Participant Engagement: Excel 401(k) 2020 Digital Series
The tips and advice were flying fast and furious Thursday morning during an Excel 401(k) 2020 Digital Series…
Under-the-Radar 401(k) Performance Metric Takes Center Stage: Excel 401(k) 2020 Digital Series
While participation and deferral rates typically garner the lion’s share of attention when talking about key 401(k) plan…
Scaramucci Speaks, Stout Named 2020 TAPO Honoree: Excel 401(k) 2020 Digital Series
It was Friday-Funday for the Excel 401(k) 2020 Digital Series, with Jania Stout being named 2020’s Top Advisor…