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.
Action Steps to Help 401(k) Participants Thrive in 2020
New Willis Towers Watson paper has 2020 action steps for DC plan sponsors in the areas of financial wellbeing, investments and plan compliance.
December Top Advisor by Participant Outcomes (TAPO)—Jerry Lynch
Funds, Fees and Fast Food We admit we were surprised by Jerry Lynch’s answer to a question about…
401ks Would Benefit from Private Equity Investments, Study Says
Including private equity funds in 401k plan portfolios would improve performance and lower overall portfolio risk, according to…
2019 TAPO Jamie Greenleaf Has A Lot to Say About HSAs
“We’ve been having meaningful impact on our employees and employers that we work with, and so they recognized…
How ‘2019 Excel’ Excelled: Record Attendance, Real Strategies at 401(k) Event
Gaining knowledge is one thing, implementing it quite another. It’s the reason for a heavy emphasis on practical…
Revealed! ‘Top Advisor By Participant Outcomes’ at Excel 401(k): The Advisors’ Conference
The kickoff festivities at the morning session of the annual Excel 401(k): The Advisors’ Conference in Dallas featured…
New Course Focuses on How to Design a Successful DC Plan
A comprehensive new online course, “Designing a Successful Defined Contribution Plan,” has just been launched by Fiduciary Education.
November Top Advisor by Participant Outcomes (TAPO)—David Griffin
How Demographics Drive Design WE’RE AFRAID DAVID GRIFFIN will ask us to hold hands and sing “Kum ba…
401(k) Specialist Reveals 2019 ‘Top Advisor by Participant Outcomes’ Finalists
DENVER, Colo., October 18, 2019—401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors…
4 Steps to More Effective 401k Plan Participation: Excel 401(k) Conference
Back in 2011, advisor Brad Arends was frustrated that one of his oldest and largest clients would not…