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.
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 Top Advisor by Participant Outcomes (TAPO)—Kim Cochrane
A common thread throughout this year’s group of Top Advisors by Participant Outcomes (TAPO) is their focus on…
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),…
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
intellicent’s Grant Arends Adds Another ‘F-Word’ to 401(k) Fees, Funds, and Fiduciary
It’s always fun speaking with the Arends brothers about their very successful financial firm intellicents. Grant Arends, the…
The Case for Real Assets in DC Plans
Investment manager Cohen & Steers says defined contribution plan menus—and target-date funds in particular—come up way short on portfolio diversifiers like real assets
Josh Itzoe’s TAPO Redux: We Have No Idea When He Actually Sleeps
We often kid Josh Itzoe about his tendency to talk (and talk some more). While it’s good-natured, it…
July Top Advisor by Participant Outcomes (TAPO)—Grant Arends
GRANT ARENDS WAS refreshingly blunt when revealing the super-simple secret to high participant utilization for worksite financial planning.…
Americans’ Retirement Savings Lags
Baby Boomers have only saved 39% of what they should have for retirement, but Millennials are a bit more on track
Over Half of 401k Participants Pacing to Be ‘Retirement Ready’
John Hancock Retirement’s latest “State of the Participant Report” finds most positioned to replace at least 70% of their current income during retirement