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.
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 401(k)s 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…
401(k) Plan Sponsors Seek Guaranteed Income Options
The SECURE Act could impact retirement plan participants' access to guaranteed lifetime income options, according to a study by TIAA.
Retirees Happier in Retirement than Non-retirees Imagine
Non-retirees' worst fears about life in retirement may not play out the way they think, if retirees' actual experiences are any guide.
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
Discover advisor tax planning strategies to ease client fears, avoid speculation, and focus on long-term financial goals.