Browsing Tag
Participant Outcomes
372 posts
401k Plan Sponsors Seek Guaranteed Income Options
The SECURE Act could have a significant impact on retirement plan participants’ access to guaranteed lifetime income options,…
Retirees Happier in Retirement than Non-retirees Imagine
Non-retirees’ worst fears about life in retirement may not play out the way they think, according to a…
Help Participants by Cutting Back on Need to Make Decisions: Broadridge Fi360 Conference
Don’t ask 401k plan participants to make decisions they aren’t qualified to make—where the wrong choice can compromise…
3 DC Plan Trends That Are Improving Participant Outcomes
Defined contribution plans are the most common way that Americans save for retirement, with $9 trillion collectively saved…
Plan Sponsors Get Company Match Back on Track
Amendment activity shows employers are bringing back the match
Guiding Plan Participants Past Tax Fears
Advisors need to take the long view when it comes to soothing clients’ tax fears and help them…
Episode 4: How to Save a Lot of Money for Plan Sponsor Clients
This week, we’re joined by Josh Itzoe, host of the popular Fiduciary U podcast and founder of Fiduciary…
May Top Advisor by Participant Outcomes (TAPO)— Syed Nishat
Using 401ks to Aid Frontline Workers Burnout was a significant issue in 2020, especially among front-line healthcare workers…
Millennials Underestimate Retirement Needs
Millennials’ retirement savings confidence is based on assumptions that will put a financial strain on many of them,…
TAPO Kathleen Kelly Adds Insight to Case Study of $2B Lenovo 401(k) Plan
Here at 401(k) Specialist, we’re proud of all our Top Advisor by Participant Outcomes (TAPO) honorees over the…