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.
‘Transcreation’ Helps Expand Hispanic Worker Retirement Savings Program
We’ve got your word of the day: “Transcreation.” That’s a technique helping Principal Financial Group expand its culturally…
Ringmaster Ross Marino on the Keys to a GREAT Conference
It’s easy to see Ross Marino loves conferences. It’s why he’s made it a part of his life’s work. Bringing people together, talking shop, and "geeking out."
‘Idea. Decision. Action!’ EXCEL 401(k) to Kick Off in Dallas
It’s cliché to say everything’s bigger in Texas, but it makes sense when it’s your biggest conference yet.…
October Top Advisor by Participant Outcomes (TAPO)—Jeanne Fisher
Getting Retirement Right With Roth 401ks IN AN INDUSTRY overwhelmingly “male, pale and stale” that constantly frets about…
U.S. Drops Further in Retirement Security Index
Well, this is a bit of an embarrassment. The United States barely makes the top 20 in the…
Hub International Buys Delaney’s StoneStreet 401(k) Firm
Hub International is on something of a tear. The second such announcement in as many days finds that…
December 2019 Top Advisor by Participant Outcomes (TAPO)—Jonathon Schultheiss
The 1% Challenge We’re sure Jonathon Schultheiss’ good nature and smiling persona translate well with sponsors and participants.…
September Top Advisor by Participant Outcomes (TAPO)—Daniel Tacktill
Helping HR Reps Help Themselves IT’S A BIT OF “physician, heal thyself.” After 18 years in the business,…
November 2019 Top Advisor by Participant Outcomes (TAPO)—Jeffery Acheson
Let’s Retire Retirement It’s immediately apparent why Jeff Acheson is a highly regarded industry thought-leader. Having put his…
October 2019 Top Advisor by Participant Outcomes (TAPO)—Eduardo Gimenez
Understanding Nonprofit Nuance “RETIREMENT PLANNING IN the nonprofit world gets complicated fast, which is probablywhy many advisors shy…