Browsing Tag
Participant Outcomes
372 posts
Plan Sponsors Rattled by Market Volatility, Seek Stability
A new study from MetLife says there is major concern about the impact of market volatility on retirees and plan sponsors want ‘volatility smoothing solutions’
February 8, 2022
February Top Advisor by Participant Outcomes (TAPO)—Rodney Balbuena
Speaking Truth to Build Trust Rodney Balbuena’s bilingual skills serve him exceptionally well. As a member of Southern…
January 31, 2022
January TAPO Will Hackler on Being ‘The Best They’ve Ever Seen’
Will Hackler is a big personality with a big book of 401k business, and he’s also our Top…
January 31, 2022
Michael Kane’s TAPO Redux: Where Are They Now?
'Consistent and quality leads would come from employee benefits and property/casualty shops in the future'
January 25, 2022
Lincoln’s New Participant Website Designed to Drive Positive Outcomes
Company says the enhanced mobile-enabled digital experience features engaging, motivating resources that make it easy to take action and work toward financial goals
January 6, 2022
Roth Popularity Continues Rapid Rise
Plan Sponsor Council of America says Roth options are now in a record amount of 401k plans
January 5, 2022
401(k) Market Minute: Will Hackler Announced as TAPO, Ric Edelman’s Predictions and More
Here's what's happening this week
January 4, 2022
January Top Advisor by Participant Outcomes (TAPO)—William Hackler
How Complacency Kills a 401(k) Business Will Hackler never sat around waiting for things to happen. Maybe it…
December 31, 2021
Supreme Court Hears Northwestern University Fiduciary Breach Case
Hughes vs. Northwestern University is only the second excessive fee case to reach highest court
December 8, 2021
December Top Advisor by Participant Outcomes (TAPO)—John Glomski
Much is written about the incredible opportunity in the micro and small plan market. Advisors recognize the possibilities,…
November 29, 2021