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.
Ability to ‘Drive Action’ Critical to 401k Financial Wellness Success
Education is good, behavior better. 401k plan participants can have all the information they want, but if they…
Gender Financial Gap Massive in 401k Balances
Lower earnings and lower retirement savings rates have led to a large disparity in the median 401k balances…
401(k) Participants Not Investing Enough to Hit ‘Magic’ Retirement Number
If you think you need this much to retire, how come you’re only saving enough in your 401(k) to…
June Top Advisor by Participant Outcomes (TAPO)—Todd Kading
The Flexible 401(k) Fiduciary “The only reason we’re in this business is to make sure people can actually…
‘Next-Gen’ 401(k) Plan Package for SMBs Debuts
Principal introduces Principal IMPACT, an easy-to-administrate 401(k) plan package designed specifically to meet the needs of SMBs.
How to Reduce Early Withdrawals from 401(k)s
401(k) early withdrawals can hurt retirement savings. Learn risks, tax penalties, and strategies to reduce early 401(k) withdrawals.
Average 401(k) Pretax Deferral Rate Hits All-Time High: T. Rowe Price
In what falls into the category of good news for retirement savings, the average pretax deferral rate in…
It’s Time for a Better 401k QDIA Solution
Three is not enough when it comes to the Labor Department’s specified qualified default investment alternatives (QDIAs) for…
May Top Advisor by Participant Outcomes (TAPO)—Brad Arends
Our conversation with Brad Arends started strong, because we thought he’d hit upon the retirement plan 'Holy Grail.' We were close.
April Top Advisor by Participant Outcomes (TAPO)—Kristi Baker
CSI Advisory Services expertly navigates retirement plan transitions, from DB to DC, driving innovation and financial security.