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.
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 401(k) Participant Focus “Clients are looking for the advice and counsel of a…
Expand Financial Acquires Dream Forward’s 401(k) Business
Expand Financial Acquisition enhances 401(k) services by integrating Dream Forward’s clients with strong retirement plan consulting.
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…
June Top Advisor by Participant Outcomes (TAPO)—Jane Hagen
A Plan With a Purpose “IT’S TRULY MY mission in life to help one person at a time,…
How the Gender Pay Gap Persists Into Retirement
Older women receive just 83% of the retirement income older men receive, with new research finding that caregiving,…
May Top Advisor by Participant Outcomes (TAPO)—Austin Gwilliam
Plan Design and Hard Work Austin Gwilliam and the team at GRP Financial took a private school client from a 45%…
IRI Issues Retirement Recovery Plan
March unemployment reached 4.4%, nearly a whole percentage point over February, as businesses were forced to reduce workforces…
5 Action Items for Successful Retirement Outcomes
Help is here for 401(k) plan advisors and plan sponsors to identify and address the five biggest potential…
April Top Advisor by Participant Outcomes (TAPO)—Larry Deatherage
Passion for the Participant “RBG was built on the participant experience,” Larry Deatherage bluntly states. The Co-founder and…