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.
401(k) Market Minute: Will Hackler Announced as TAPO, Ric Edelman’s Predictions and More
Here's what's happening this week
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…
Supreme Court Hears Northwestern University Fiduciary Breach Case
Hughes vs. Northwestern University is only the second excessive fee case to reach highest court
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 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…