Browsing Tag
Participant Outcomes
372 posts
November Top Advisor by Participant Outcomes (TAPO)—David Stofer
ASK DAVID STOFER for an example of when he absolutely delivered for a plan sponsor and its participants—a…
Misbehavin’ in Retirement Plans: Retire That Thinking!
Tuesday keynote at Wealth@Wor(k) Jonathan Young tells advisors they have to do better to minimize bad behaviors and improve participant outcomes
It’s Official! 2021 ‘Top Advisor By Participant Outcomes’ Revealed at Wealth@wor(k)
This year’s theme, “Triumph in a Tough Year,” saw incredible creativity in the 12 top advisors in solving complex retirement plan issues
October Top Advisor by Participant Outcomes (TAPO)—Jean Duffy
Jean Duffy’s professionalism and experience translate to immediate value for clients, even for retirement plans that—at least on…
1 in 3 Plan Sponsors Looking to Change Advisors
Advisors better stay on top of their game or they risk having plan sponsors replace them, if new…
DC Plan Participants to Gain from New Franklin Templeton-vWise Partnership
Franklin Templeton announced a strategic investment and collaboration with California-based vWise, Inc. to integrate technology, predictive analytics, behavioral…
July Top Advisor by Participant Outcomes (TAPO)—Jessica Fitzgerald
Retirement Plan Movers and Shakers “We evaluate participant success in two ways,” Jessica Fitzgerald says matter-of-factly. “No. 1,…
Episode 5: Using 401ks to Help Frontline Workers
This week, we’re joined by Syed Nishat, a Partner at Wall Street Alliance Group, which has a strong…
OneDigital Acquires Jania Stout’s Fiduciary Plan Advisors
OneDigital announced Thursday that it has acquired the assets of Fiduciary Plan Advisors (FPA), the Maryland-based retirement plan…
June Top Advisor by Participant Outcomes (TAPO)—David Kulchar
A Defined Contribution Concierge Is it possible to be too good at what you do? David Kulchar comes…