Browsing Tag
Participant Outcomes
372 posts
September Top Advisor by Participant Outcomes (TAPO)—Jake Rushton
A Retirement Plan Rx The physicians’ niche is a great place to be, but it comes with unique…
How ‘Zero Bias’ in TDF Selection Hurts 401k Performance
“Zero bias” is a thing—and it could be hurting your 401k. New research from Iowa State University shows…
401(k) Specialist Reveals 2020 ‘Top Advisor by Participant Outcomes’ Finalists
DENVER, Colo., August 24, 2020—401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors…
Critical Benefits of the Retirement/Wealth Management Convergence
What’s considered business casual for a 61-year-old child of the 1970s? A vintage Stevie Nicks t-shirt and jean…
Automatic for the People: Workers Want “Extreme” 401k Plans
More and more 401k participants want “extreme” automatic 401k plans from their employers, according to new research from…
COVID-19 Forcing Early Retirement
An analysis of employment trends as a result of COVID-19 by the University of Chicago found that many…
August Top Advisor by Participant Outcomes (TAPO)—Jania Stout
It’s a Family Affair “WE’RE DOING A LOT of financial literacy for younger adults and older kids,” Jania…
July Top Advisor by Participant Outcomes (TAPO)—Douglas Parker
How to Maintain a Strict 401k Participant Focus “Clients are looking for the advice and counsel of a…
Expand Financial Acquires Dream Forward’s 401k Business
Expand Financial, a Denver-based retirement industry consultant, today announced the closing of its acquisition of fintech startup Dream…
A Critical Time to Protect the Vulnerable
The COVID-19 crisis has taught many painful lessons—but perhaps none more important than the need to protect those…