Browsing Tag
Participant Outcomes
372 posts
4 Great Takeaways from Top Advisors: 2022 NAPA 401(k) Summit
All-star lineup of NAPA royalty share business habits that have brought them to the top of the profession
Jason Chepenik’s TAPO Redux: Bigger, Better, More Creative
'My business has doubled in every aspect'
Retirement Confusion, Concern Spans Generations
While 71% of Americans cite “living comfortably in retirement” as a top life goal along with good health and financial wellness, only 49% have confidence that their savings will be enough
Virtual 401(k) Education Rises, In-Person Sessions Sharply Drop
Virtual retirement education is here to stay, according to a new report from Schwab
Women Significantly Lag Men in Retirement Readiness
The retirement readiness gap between women and men is now a chasm, thanks to the pandemic
Americans Strive for New Normal in Retirement Planning
Fidelity’s annual retirement study shows that in a post-pandemic world investors may still have concerns, but they want to rebuild their retirement plans
George Fraser’s TAPO Redux: Where Are They Now?
'It’s the most important thing we do and something of which I am immensely proud'
February TAPO Rodney Balbuena on Tripling Blue Collar Deferral Rates in Five Years
SageView Advisory Group’s Rodney Balbuena is a bilingual 401(k) advisor in Southern California who also happens to be…
March Top Advisor by Participant Outcomes (TAPO)—Chris Roper
A Soul Search for Successful Outcomes FOR WELL OVER A DECADE, Chris Roper has helped people from all…
OneAmerica Names New Leader of Participant Workplace Solutions
Industry veteran Heather Dawson to focus on holistic financial confidence to optimize outcomes for retirement plan participants