Browsing Tag
Participant Outcomes
372 posts
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 18, 2022
October Top Advisor by Participant Outcomes (TAPO)—Tony Powers
Servicing 401ks for the Right Reason “Most plans I work with are small, mom-and-pop safe harbor plans. Many…
September 30, 2022
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
September 29, 2022
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
September 16, 2022
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
September 15, 2022
SRP’s Shannon Maloney Likes to Make Tough Guys Cry—Here’s Why
Shannon Maloney is a Desert Storm veteran, Managing Director with Strategic Retirement Partners (SRP), and a monthly finalist…
September 14, 2022
September Top Advisor by Participant Outcomes (TAPO)—Kim Cochrane
High Plan Participation from Low Wage Workers A common thread throughout this year’s group of Top Advisors by…
September 1, 2022
TDFs, ESGs, and Other Controversial Acronyms: Wealth@Work
Along with TDFs and ESGs, look for this year’s overall Top Advisor By Participant Outcomes (TAPO) at Wealth@wor(k),…
August 10, 2022
Thrift Savings Plan Gets Much-Needed July Boost
The best month for the stock market since 2020 helped the federal government’s 401k-like plan pare 2022 losses, but G Fund still the only core portfolio in the black
August 1, 2022
intellicent’s Grant Arends Adds Another ‘F-Word’ to 401k Fees, Funds, and Fiduciary
It’s always fun speaking with the Arends brothers about their very successful financial firm intellicents. Grant Arends, the…
July 20, 2022