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.
December Top Advisor by Participant Outcomes (TAPO)—Keith Gredys
Combine plainspoken Iowa advice and highly proficient technical knowledge, and you get Keith Gredys. You also get significant…
Fidelity 401(k) Report Card: Silver Linings Among More Declines in Q3
Average 401k balance drops below the six-figure mark, but participants haven’t cut back on contribution rates
Coming Soon to a 401(k) Plan Near You: Personalized Target Date Accounts
Why to consider an emerging disruptive innovation that combines managed accounts with TDFs
November Top Advisor by Participant Outcomes (TAPO)—Doug Prince
A Laser-Like 401(k) Focus “We’re different in that our core belief is to do one thing extremely well.”…
TDF Investors ‘An Oasis of Calm’ Despite Market Volatility
Miniscule number of target date fund-invested participants on T. Rowe Price 401k platform made any asset allocation changes during rocky Q2 2022
Revealed! 2022 ‘Top Advisor By Participant Outcomes’ Named at Wealth@wor(k)
A running theme throughout this year’s group was a strong focus on helping traditionally marginalized communities save for retirement
October Top Advisor by Participant Outcomes (TAPO)—Tony Powers
“Most plans I work with are small, mom-and-pop safe harbor plans. Many began as startups, and I have…
Despite Volatility, Average 401k Contribution Rates Remain Stable
New T. Rowe Price report finds deferral rates remained steady at 8.4% in first half of year, but have dipped slightly since
401(k) Participants Largely Stand Pat in First Half of 2022
Report from T. Rowe Price finds participants are staying the course and eager to get better educated about retirement savings amid rising inflation and heightened market volatility
Pursue Better Participant Outcomes Through Diversification, Education
If market events of recent years have taught us anything, it’s that sometimes the best advice is the oldest