Browsing Tag
Participant Outcomes
372 posts
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…
Convincing Plan Sponsors of the Value of Financial Wellness: EXCEL 401(k)
Many employers may not realize it or think about it, but when you get right down to it,…
How to ‘Excel’ at Digital Client Meetings: Excel 401(k) 2020 Digital Series
How have top 401k advisors adapted to the COVID environment of digital client meetings in place of in-person,…
Good Advice—Top Tips from Past TAPOs: EXCEL 401(k) 2020 Digital Series
Our monthly Top Advisor by Participant Outcomes (TAPO) honorees are a great source of best-practices information for 401(k)…
Consumers Prefer Quarantine to Working Longer
Surprisingly, 26% of Americans said they’d be willing to trade an additional six months of quarantine for an…