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.
5 States Where it’s Hardest to Save for Retirement
Longer lifespans mean most advisors recommend $1 million (at a minimum) saved for retirement. Sounds great—but how realistic…
Global Survey Finds Americans Have Greatest Retirement Income Delusions
People globally expect to spend an average of 34 percent of their retirement income on basic living expenses,…
July 2018 Top Advisor By Participant Outcomes (TAPO)
Get ‘Er Done July being a time to celebrate the nation’s independence, it’s appropriate to include a well-known…
Average 401(k) Deferral Rates Skyrocket
Market appreciation and an increase in default deferral rates sent participant account balances soaring in 2017. T. Rowe…
Shock (Not)! 401k Participants Need Help With ‘Decumulation’ Strategies
Recent research highlights participant perspectives on the topic of decumulation, and reveals that many need guidance with what…
3 Investment Frictions Clients Face
As a financial advisor, you’ve likely had endless discussions with your clients about how your investing approach can…
Retirees in Desperate Need of ‘Decumulation’ Help
While retirees have worked hard to save and invest, new research finds many aren’t tapping their retirement funds,…
Designing the 401(k) Plan to Maximize Positive Participant Outcomes
Retirement Plan Design using auto features boosts savings, enhances outcomes, and supports financial wellness for participants.
How to Benchmark 401(k) Participant Outcomes
Interview with Kathleen Kelly on retirement plan strategies, focusing on participant outcomes, auto features, and financial wellness.
How Well Do 401k Plan Sponsors Understand (and Prioritize) Retirement Risk?
A new survey finds plan sponsors are most concerned about participants’ longevity risk, as well as their ability…