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.
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
Americans not saving for retirement face debt, delayed goals, and uncertainty, with many Millennials and Gen Xers falling behind.
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 401(k) Performance
Zero Bias Retirement may reduce 401(k) savings. Learn how target date fund choices affect risk and long-term retirement wealth
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…