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.
4 Ways Employers Can Better Promote Retirement Security
Disturbing, but far from surprising; almost 70 percent of employers believe most of their employees could work to…
July 2017 Top Advisor by Participant Outcomes (TAPO)
Our approach to ensuring successful retirement plan participant outcomes involves the quantitative, qualitative and a bit of fun.
401ks Show Signs of ‘Sudden Wealth Syndrome’
NFL superstars go broke, lottery winners go crazy—sudden wealth isn’t necessarily good, at least when there are too…
Major Behavioral Determinant of 401(k) Saving Success
Over half of participants with a written plan increased their 401(k) contributions in the past year, compared to 33 percent of those without a written plan.
A Key to Foil 401k ‘Financial Armageddon’
What they have to say isn’t necessarily new, but we like the way they say it. Mercer is…
Why Roth Tax Math Works in 401(k)s
Frequent questions from 401(k) plan participants focus on the type of contributions they should make; either Roth 401(k)…
Why Target Date Funds Aren’t All That, After All
Academic egghead alert! It appears target date funds aren’t all that, at least according to a recent research…
June 2017 Top Advisor by Participant Outcomes (TAPO)
How to quantify the seemingly ‘unquantifiable’. Our practice has always taken a high-touch and high-customization view when it…
How Coffee Will Cost $152,000 in Retirement Savings
Millennial retirement savings show most are saving, but many contribute less than 5%, raising concerns about financial security.
How to Ensure Better 401(k) Participant Outcomes
401(k) Participant Outcomes improve with insights from Lee Topley of Unified Trust. Discover strategies to boost participant results.