Browsing Tag
Participant Outcomes
377 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.
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
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 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 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…
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'
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