Home

401 Wee(k)ly is a leader in online retirement plan news and information delivery. 24 hours, seven days a week by a dedicated staff gathering the most up to the minute news around the internet. The site is updated continuously throughout the day.

Frequent sources include: ASPPA, NAPA, DOL, Pension and Investment, PLANSPONSOR, PLANADVISER, and more!

Click "ctrl and F" to search content below for key words or topics.

Subscribe to our Newsletter!

* indicates required
Email Frequency
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

3 hours ago

District Court Dismisses ERISA Fee Litigation against 401(k) Plan for Failure to Exhaust https://t.co/Phcx9kgse2
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

11 hours ago

Retirement Industry People Moves https://t.co/qhnvwGOAzz https://t.co/u1RioGOhVZ
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

12 hours ago

Revived UPenn 403(b) Lawsuit Reaches Settlement https://t.co/tSUHrRkwXX
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

14 hours ago

1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

14 hours ago

2020 Brought Little Progress on Union Pension Funding Crisis https://t.co/ocEIE8mOcS
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

19 hours ago

'Providers looking to incorporate allocations to private equity should remain aware of the unique demands and constraints of the DC market.' #RetirementPlanning #401k @cerulli_assoc https://t.co/4zOWMvyfcV
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

1 day ago

It’s not that SIMPLE https://t.co/Vv3ytziLlC
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

1 day ago

'Industry research indicates that, counter to prevailing practices, participants do care about small accounts they leave behind in former-employer plans.' #401k #RetirementPlanning @RCHConsolidate https://t.co/UaPCvosnp8
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

1 day ago

Investment Service and Product Launches https://t.co/noAJId6AOq https://t.co/0YbhnGmhjP
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

1 day ago

Judge Rebuffs 401(k) Excessive Fee Settlement
https://t.co/SLxfOwTN9y
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

1 day ago

'At a time when holiday parties and gifts are out of reach for many businesses, free set-up on a 401k plan provides an affordable way to still spread some cheer.' #401k #RetirementPlanning @Sharebuilder4 @401kbrian https://t.co/usxADkN4zb
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

1 day ago

Bank of America to Launch Managed Account Service for Retirement Plans https://t.co/rSoEEjtw0h
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.14K
Followers18.80K
Following352
Pensions&Investments @pensionsnews

1 day ago

Funding ratios for corporate #pension plans increased in November https://t.co/uTswXLAa1T via @pensionsnews

#retirement #definedbenefit #pensionplans #investing
1 1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

1 day ago

As Pandemic Drags On, Don’t Let Clients Forget the Fundamentals https://t.co/pHmXTYnNZK
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

1 day ago

Nasdaq Aims to Require Listed Companies to Disclose Diversity on Their Boards https://t.co/6rk7YNfxMc
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

1 day ago

The deal is the latest in a series of partnerships FIDx has forged with the intention of “meeting financial advisors where and how they do business." #401k #RetirementPlanning @AmericanEquity @401kbrian https://t.co/eHMntZTTWV
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

1 day ago

'This is one area where I believe the new administration will go through the hoops necessary to revise the rules' #401k #RetirementPlanning @BarbaraRoper1 @401kbrian @USDOL https://t.co/PPZWg4Txpx
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

2 days ago

Delegating Fiduciary Responsibilities Related to ESOP Results in Dismissal of ERISA Stock-Drop Claims https://t.co/V7tb0YJI3L
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

2 days ago

DOL Releases Updated Versions of Form 5500 https://t.co/DtnfYeGpRm
1 1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

2 days ago

SEC Proposes Significant Amendments to Rule 701 and Form S-8 to Better Align with Current Employment Practices https://t.co/pf3WsPT44u
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

2 days ago

CRS Examines Access to, and Participation in, Employer-Sponsored Plans
https://t.co/sP6DFBW6bT
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

2 days ago

Qualified Charitable Distributions in 2020
https://t.co/Y2Pf6WdH7b
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

2 days ago

'This is one area where I believe the new administration will go through the hoops necessary to revise the rules' #401k #RetirementPlanning @BarbaraRoper1 @401kbrian @USDOL https://t.co/qgxwdbwMqO
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

2 days ago

'Others have estimated loan leakage at $6 Billion/year.' #401k #RetirementPlanning  https://t.co/patkQUDSeU
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

2 days ago

'One of the most jarring divergences between retirement perception and reality is how few plan participants make it to their anticipated retirement date.' #401k #retirementplanning @AmericanCentury https://t.co/lWFVqA4Qh9
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

3 days ago

The DOL’s final exemption for conflicts resulting from nondiscretionary fiduciary advice has been sent to the White House (the OMB). But its a day late and a dollar short, as the old expression goes. To see what that means, here’s a good article by Melanie Waddell. https://t.co/e4WtWK3dXb
2
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

3 days ago

DOL Final Rule Continues to Discourage ESG Investments by ERISA Plans https://t.co/45UxkJuETo
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

3 days ago

“I’ve heard [some of the rumblings], but I don’t think any of that goes through,” Scaramucci said. “I think that’s campaign rhetoric.” #401k #retirementplanning @Advisor2x https://t.co/jXdD5jSTUK
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

3 days ago

ShareBuilder 401k Announces Fee Wavier Program https://t.co/BisgXQ1ch9
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

3 days ago

“With the general assumption that tax rates will probably increase across the board, and the loss of the stretch IRA, more and more people are coming to us and saying, ‘How do I maximize the Roth?’” #401k #retirementplanning @financialjeanne https://t.co/GZCBI0ho47
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

3 days ago

Now you can compare your core menu investments in three easy steps. With the Core Menu Evaluator, you’ll get on-demand custom analytics and objective data to help you make more informed decisions—and build a stronger core menu. Get started > https://t.co/i2CZsJNSCi https://t.co/wGHuczHaeb
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

3 days ago

ATTENTION: ARA members to check out the work that ARA PAC is doing on Capitol Hill!
https://t.co/5VDq95SBZc
#retirement #PAC
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

3 days ago

'For Americans already claiming Social Security, 55% now worry about their benefits drying up' #401k #retirementplanninng @SimplyWiseUS @401kbrian https://t.co/Geq5Nxn0lX
1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

3 days ago

#Rollover recommendations are increasingly more regulated and will be the subject of more scrutiny. Here’s an article by Bruce Ashton and me about the #DOL and #SEC positions on rollover recommendations. Forewarned is forearmed. https://t.co/YMDqHLkVFh
2
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

3 days ago

2021 Plan Sponsor of the Year Nominations Are Open https://t.co/YDj3FM83pu
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

3 days ago

PSCA's new snapshot survey of 403(b) plan sponsors, sponsored by @principal, shows that most are staying the course with plan contributions, for now. Read more at: https://t.co/Zmnix0vaPv
1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

3 days ago

We are extremely excited to announce Gate City Advisors’ Jonathon Schultheiss as December's Top Advisor by Participant Outcomes. #401k #RetirementPlanning @G8CityAdvisors https://t.co/s98XHxR2wP
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

4 days ago

DOL rules at risk under Biden https://t.co/ZErq92xEtz
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

4 days ago

It’s a Process and Not A Result https://t.co/AjwvxDRuiE
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

4 days ago

2020 End of Year Plan Sponsor “To Do” List (Part 4) - Qualified Retirement Plans https://t.co/vv9oRD7zKZ
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

4 days ago

Coca-Cola Faces ERISA Fiduciary Breach Complaint https://t.co/PXI9I0dqzs
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

4 days ago

The final rule on “Fiduciary Duties Regarding Proxy Voting and Shareholder Rights” was received at the Office and Management Budget on Nov. 25
https://t.co/jdMXaEGqOc
#NAPAnet #DOL
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

4 days ago

Class Certified in Suit Over TIAA’s Plan Loan Practices https://t.co/nlfNM4jagR
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

4 days ago

Transamerica, Aegon Partner on Turnkey DB Solution https://t.co/phh7z7FoYw
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

4 days ago

Retirement Plan Participant Tries Cybersecurity Lawsuit Against Abbott Again https://t.co/mDllg4QQUb
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

4 days ago

'Among the 36 provisions included among the new bill’s 132 pages, the additional boost in RMD age stands out.' #401k #retirementplanning @IRIonline @401kbrian https://t.co/gb7JGva9Kk
2
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

5 days ago

"There may not be full consensus on what financial wellness means, but 'we all know what financial illness is ...'" #401k #retirementplanning @Sheridan_Road @Advisor2x https://t.co/9HGv6MG2Ti
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

5 days ago

'More than three times as many households owned mutual funds through tax-deferred accounts' #401k #retirementplanning @ICI https://t.co/tdkxzm8m6q
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

5 days ago

'This is a great survival trait if you’re dealing with lions but when it comes to investments, it is the worst part of the brain to use.' #401k #retirementplanning @AB_insights @Advisor2x https://t.co/f4yppeVldL
1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

7 days ago

'The single most important source of retirement income for millions will basically have to be insolvent before an effort is made to solve the problem' #401k #retirementplanning @PlanGapTM @401kbrian https://t.co/Rx3EHpNYpf
3
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

8 days ago

1 2
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

9 days ago

Starting From Nothing https://t.co/99136OKTXP
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

9 days ago

Biden won’t get what he wants on deferrals https://t.co/5a451eI2pn
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

9 days ago

1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

9 days ago

'The single most important source of retirement income for millions will basically have to be insolvent before an effort is made to solve the problem' #401k #retirementplanning @PlanGapTM @401kbrian https://t.co/qhgYduGBmp
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

9 days ago

OMB Has Received a Final Fiduciary Rule From DOL https://t.co/n81DhhFymf
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

9 days ago

Retirement Industry People Moves https://t.co/bUFOlIUBGL https://t.co/Inp5rl8MFV
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

9 days ago

Calling it a 'sacred number,' President Trump delivered a brief statement to reporters. #401k #retirementplanning @POTUS https://t.co/l0Fe57T4fX
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

9 days ago

Well, we are certainly #thankful for you @nevinesq and all our napa members! Take a look at what Nevin is thankful for you'll be glad you did. https://t.co/IkoxFrEYG5
1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

9 days ago

'50% of retired investors added high-risk investments to their portfolios when the markets hit extreme volatility' #401k #retirementplanning @SchrodersUS https://t.co/EaByELhcGB
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

9 days ago

We want to send our wishes a day early as you prepare for Thanksgiving! #Thankful https://t.co/Jd2ZSQeGua
4 5
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

9 days ago

Now you can compare your core menu investments in three easy steps. With the Core Menu Evaluator, you’ll get on-demand custom analytics and objective data to help you make more informed decisions—and build a stronger core menu. Get started > https://t.co/i2CZsJNSCi https://t.co/kBmvqPx8dU
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

9 days ago

'A handful of DC plan providers have differentiated themselves, earning strong, positive recall among specialists for their COVID-19-related information' #401k #retirementplanning @thinkescalent @401kbrian https://t.co/Xdtij5kuIm
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

10 days ago

It doesn’t have to be a PEP to succeed in the micro plan market https://t.co/SdDJFQm6MH
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

10 days ago

'These amendments recognize the widespread use of electronic signatures and technological developments in the authentication and security of electronic signatures' #401k #retirementplanning @SEC_News https://t.co/prv9AQuvaD
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

10 days ago

Equity Market Records Always Raise Questions https://t.co/SPA3ZIVGTW
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

10 days ago

The research attributes the low adoption rate to several factors. #401k #retirementplanning @principal https://t.co/Vuysve3GIR
2 1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

10 days ago

15th Anniversary of RPAY: Innovest Portfolio Solutions https://t.co/KxMrKEML8f https://t.co/OUbYzjUnea
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

10 days ago

Hey, Retirement Plan Sponsors: Want a Happy New Year? Use Your 2020 ‘Downtime’ to Do a Retirement Plan ‘Checkup’ https://t.co/Iy69HsdSWV
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

10 days ago

Nationwide Extends Fee Waiver for New Business https://t.co/TZlRX6nYbZ
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

10 days ago

With #SEC Chair Clayton leaving his post in the near future, the obvious question is what does that mean for guidance and enforcement—particularly with a Democratic administration coming in. Here’s what my partner Jim Lundy had to say: https://t.co/Mfg1kcHJBS
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

10 days ago

Participant Data: Whose Asset is it Anyway? https://t.co/AIJeykXDdM
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

10 days ago

'If you think it’s hooey, you still need to get to know what’s going on' #401k #retirementplanning @Advisor2x @401kbrian https://t.co/BMuEEyEshw
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

10 days ago

DeMoulas Super Markets Agrees to $17.5M Settlement https://t.co/BbCfY0LFoh
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

10 days ago

Excessive 401(k) Fee Suit Filed Against Parent Company of Victoria’s Secret https://t.co/rt2T5SpUn5
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

10 days ago

Investors Less Likely to Heed Advice from Robo Advisers https://t.co/eP8dS3sRLd
1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

10 days ago

'Neal established retirement security as one of his top priorities shortly after taking the reins of the Ways and Means Committee in 2019.' #401k #retirementplanning @IRIonline @RepRichardNeal @MikeKellyPA @401kbrian https://t.co/UcKWF6YMYk
1 1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

11 days ago

Your Referrals Shouldn’t Be For Sale https://t.co/9eWrpqfQ0y
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

11 days ago

'Additionally, 86% find it challenging to select the appropriate marketing technology tools to leverage.' #401k #retirementplanning @Broadridge https://t.co/Wim5e4GMNf
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

11 days ago

'PayPal announced that it will allow its workers access to their wages immediately when they’re earned, rather than waiting for a traditional payday.' #401k #retirementplanning @PayPal https://t.co/LpLx7k85eM
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.14K
Followers18.80K
Following352
Pensions&Investments @pensionsnews

11 days ago

#Illinois Police Officers' #Pension Investment Fund is searching for its first CIO. https://t.co/aMcDceezVO via @pensionsnews
1 3
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

11 days ago

Employers Must Continue to Be Flexible and Proactive, Mercer Says https://t.co/CJmfamynFs
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.23K
Followers1.57K
Following1.63K
401(k) Specialist @401kspecmag

11 days ago

"For the term 'passive investing,' half of all consumers selected 'don’t know' rather than one of the two definitions." #401k #retirementplanning @heartswallets @401kbrian https://t.co/KwLgN0N9mf
1 2
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

11 days ago

Financial Wellness Programs in Greater Demand During COVID-19 https://t.co/JMMsBgBXvx
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

11 days ago

2020 Required Amendments List Published by IRS https://t.co/UzTfsvRiPV
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

14 days ago

With a New Administration, Will the Department of Labor’s Fiduciary Rule Once Again be Revised? https://t.co/oLEXd1l46U
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

14 days ago

A restatement could be time for a plan housecleaning https://t.co/adenKGImC4
3
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

14 days ago

Attention ERISA Fiduciaries! DOL Now Requires Plan Investments Based Only on Pecuniary Factors https://t.co/2aInT93c7T
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

14 days ago

A Strong Appetite for ‘SECURE 2.0’ in Congress https://t.co/ULvDeTDJ5R
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

14 days ago

Empathy Seen as a Valuable Adviser Tool During Pandemic https://t.co/XJORVCTTMU
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

14 days ago

Retirement Industry People Moves https://t.co/ck05xrGova https://t.co/ckiKnmgRXa
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

14 days ago

A Look at the Current State of ERISA Class Action Litigation https://t.co/jhUG1MLW47
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

14 days ago

Determining Realistic Retirement Income Adequacy https://t.co/KVENMVRIgq
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

14 days ago

$2.5M Settlement Reached in Teva Pharma Fee Case https://t.co/fGYSGLEGfa
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

14 days ago

IRS Guidance Provides More Detail on Terminating 403(b) Plans https://t.co/8R0rIvra6A
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

15 days ago

Documenting Rollover Recommendations: The DOL and SEC Requirements https://t.co/UTvH0KeGbR
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

15 days ago

ISS Publishes 2021 Proxy Voting Guidelines https://t.co/l7fMVkQRTn
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

15 days ago

What Biden’s Win Means for Retirement Plans https://t.co/m2Ndov8aWy
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

15 days ago

Investment Product and Service Launches https://t.co/wKwzR2J8DU https://t.co/xJCk39jRM3
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

15 days ago

Take a look to see how financial literacy impacts plan participants https://t.co/BKdKLuk9JM
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

15 days ago

Multiemployer Plan Audits During A Pandemic — Mitigating The Employer’s Risk https://t.co/aZ10SqEDxx
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

15 days ago

The Race to Register: DOL Issues Final Rule on PPP Registration https://t.co/Awe8yuPhHW
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

15 days ago

Steady Growth for Self-Directed 401(k) Balances in Q3
https://t.co/jOzQKbPdCj
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

15 days ago

What to Expect From a Biden Appointee-Led SEC https://t.co/NoOyr01ASg https://t.co/AaPqRqUYAj
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

15 days ago

. @usa_retirement Pushes for Clarifications on Lifetime Income Illustrations
“The ARA believes that the IFR strikes the right balance with focused requirements that will provide participants and beneficiaries..."
https://t.co/7MPorPyNXL
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.17K
Followers5.15K
Following242
PLANADVISER @PLANADVISER

16 days ago

DCIIA Reviews Financial Effects of ESG Investing https://t.co/CGp9okOwQr
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

16 days ago

Department of Labor Finalizes Rule Adopting Amendments to the “Investment Duties” Regulation https://t.co/zQolGsHky9
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

16 days ago

DOL Finalizes ‘Financial Factors’ ERISA Regulation https://t.co/FTAfpB2Hbr
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

16 days ago

IRS Issues Helpful Guidance on How To Terminate a 403(B) Plan https://t.co/x8KUzcrfkg
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

16 days ago

What Are the Biggest Practice Issues for Advisors?

We asked the advisor attendees of the 2020 NAPA 401(k) Summit what they thought the biggest issues would be for their practice over the next 12 months.
https://t.co/xknTSqxMmC #napaadvisors #NAPA401k https://t.co/iuoL8RuWfy
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

16 days ago

It's the final day of #ASPPAallaccess make sure you are set with all your CE and check out today's sessions 2020 Election Results and Ask the Experts! https://t.co/3JNFnncZaE
1 1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

17 days ago

Each calendar quarter I put together my most popular blog articles for the prior quarter. Here are the articles for the 3d quarter 2020. Interestingly, they all had to do with the SEC’s best interest standard of care. https://t.co/Dj0dyL3O6j
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

17 days ago

Department Of Labor Finalizes Regulation Requiring Fiduciary Investment Decisions To Be Based Solely On Pecuniary Factors https://t.co/3LhYGaJMId
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

17 days ago

DOL Issues Final Regulation Regarding ESG Investment Considerations https://t.co/RfaO7MQKoH
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

17 days ago

The booths are still open for #ASPPAallaccess attendees!! check out @ActuarialSysCo !
1 1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

17 days ago

DOL Opines That Foreign Criminal Convictions Are Not Fatal Under QPAM Exemption https://t.co/1g4Euj4iju
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

17 days ago

Judge Grounds Boeing Stock Suit
https://t.co/r9OSCPhom8
#NAPAnet #NAPA401k
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

18 days ago

Retirement Plan Advisors Advantage - November 2020 https://t.co/sDgX6UwEKi
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

18 days ago

U.S. Labor Department Tells Retirement Plans to Focus on the Money, Not Environmental or Social Issues https://t.co/26Vkkh2jXb
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

18 days ago

Ninth Circuit Adopts General Rule Regarding Circumstances in Which Excess Insurers May Dispute Exhaustion of Underlying Insurance https://t.co/FWlD9x0hVP
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

18 days ago

No, You Cannot Invest Your Retirement Plan to Save the Planet! https://t.co/e4ycHdYG1N
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.44K
Followers458
Following3
ERISA Watch @ERISAWatch

18 days ago

[Webinar] Hot Topics and Trends in Employee Benefits for 2021 - December 3rd, 12:00 pm - 1:00 pm ET https://t.co/TGHAa4J9oa
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

21 days ago

The booths are still open check them out! https://t.co/hRGVtIFjoA
2 1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

21 days ago

ICYMI: 403(b) retirement plan sponsors shifting focus #PSCAresearch #InTheNews https://t.co/DQYuMzkFpK
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

22 days ago

Thought you all might be interested in this. Now is a good time to have your Form #CRS reviewed in light of the #SEC interest and the discovery of deficiencies. https://t.co/mKDaAyMFed
1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

22 days ago

Participate in PSCA's Annual #NQDC survey and get a free copy of the report. Deadline November 30: https://t.co/VakI0wW34S
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

22 days ago

#industrytrends
2020 RIA M&A Activity on Pace to Match Last Year
https://t.co/QsR5qWFL1K
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

22 days ago

Don't miss Today's webcast, 401(k) Playbook for Advisors in Growth Mode @forcemanager Still time to get a spot!
https://t.co/EDi7MYGvAy #NAPA401k https://t.co/LhjNschGHT
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

22 days ago

2020: the year of disruption. Let’s make 2021 the year we “embrace change!” Attend PSCA’s 2021 National Conference, offered virtually April 19–20. Plan sponsor members (including CPSPs) attend free! https://t.co/zpM8HtplK3
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

22 days ago

ICYMI: Top retirement planning tips everyone can follow to save more money, even in a pandemic #PSCAresearch #InTheNews https://t.co/9nNurwnnlZ
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

23 days ago

It's almost time for #ASPPAallaccess Happy Wednesday! https://t.co/9epyNQkAfm
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

23 days ago

Advisors Taking Notice of Digitally Innovative Firms
https://t.co/F8BeaqY2RU
#NAPA401k #industrytrends
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

23 days ago

Retirement Plan Sponsors: What impact is the CARES act and COVID-19 economics having on your #401k plan? Let us know: https://t.co/NBcbPDsQns
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

23 days ago

ICYMI: There’s a New Top Priority for 403b Employee Education #PSCAresearch #InTheNews @principal https://t.co/q2tqaSlyHg
1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

24 days ago

We were voted the top ERISA practice for advisors in the Financial Advisor IQ Awards. We appreciate the opportunity to work with advisors in serving retirement plans & helping workers. Here’s a link to a recording of the awards. We’re near the end. https://t.co/qJfe4kld4s
6
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

24 days ago

What lies ahead for #retirement plan #advisors? Join me, @AmericanCentury, @CallanLLC & @newsfromIN to discuss today at 4 ET. Reg at #ERISA #401k #CompeteComply https://t.co/vLlhfbVjn6
5 4
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

24 days ago

Last Chance: Don't miss Thursday's webcast, 401(k) Playbook for Advisors in Growth Mode @forcemanager https://t.co/EDi7MYGvAy
#NAPA #401k #Retirement #ERISApedia #ForceManager https://t.co/dTeo0IPEmv
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

24 days ago

Supremes Take a (Second) Pass on Resolving Fiduciary Split
https://t.co/oWDRttdslc
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

24 days ago

ICYMI: Reconsidering Plan Loans During the Pandemic https://t.co/DeZJlvCUAI #PSCAresearch #InTheNews
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

25 days ago

I see comments about divisions within the Democratic Party. Don’t worry. Here’s what Will Rogers said a long time ago & is still true: “Democrats never agree on anything, that’s why they’re Democrats. If they agreed with each other, they’d be Republicans.”
7
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

25 days ago

ICYMI: 2021 Retirement Plan Limits - most limits stayed the same. PSCA's quick reference chart on the key changes: https://t.co/XqITn9z7T8
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

25 days ago

ICYMI: Reasons to Sign Up for a Health Savings Account https://t.co/4rUOaidl7e #PSCAresearch #InTheNews
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

28 days ago

Geez, this is terrible. How can someone do this to an election worker...or, for that matter, to anyone? How do we restore decency? https://t.co/0jY88pmrkb
1 2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

28 days ago

Check out all these amazing advisors! https://t.co/gHGj8rNenO
3
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

28 days ago

Happy Friday!! It's the end of week 2! What workshop are you attending today? #ASPPAallaccess https://t.co/35GFbEcady
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

28 days ago

3
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

28 days ago

ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

28 days ago

#ASPPAallaccess You don't want to miss this session. Honestly, you don't have to miss any of the sessions this year! https://t.co/N3iMMVRB3d
1 2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

29 days ago

NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

29 days ago

1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

29 days ago

Looking at how consumers are using their HSAs, Lively’s first-ever HSA Persona Report found that a majority of people who use HSAs have just $1,050 in assets.
https://t.co/Z6bSSfhfhx
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

29 days ago

Do you want to grow and sustain your practice? You’ll want to check out this behind-the-curtain look into how Advisors are staying competitive during COVID-19 Don't miss this webcast Nov 12th @forcemanager https://t.co/EDi7MYoUbY
#NAPA401k #Retirement #ERISApedia #ForceManager https://t.co/CmoxyAexl8
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

30 days ago

#ASPPAallaccess Q&A starts at Noon est today! https://t.co/sSh4jFqnbU
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

32 days ago

Week 2 is in full swing! What were your favorite sessions from today? #ASPPAallaccess https://t.co/WOyrkwXyjl
1 2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

35 days ago

Where did the DOL land on #ESG rule & #ERISA #fiduciary duties? Here is the final rule: (194 min. read .. hint - scroll to the bottom) #401k https://t.co/rtKk78Cdp9
3 4
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

36 days ago

The #DOL issued a proposed prohibited transaction exemption to allow conflicted advice to plans, participants and IRAs. And the DOL expanded the definition of who is a fiduciary to capture most advisors. Here’s the story behind that: https://t.co/Q1ABm6opTS.
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

36 days ago

House Lawmakers Target State Financial Transaction Taxes
https://t.co/CNjjCXVwfd
1 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

36 days ago

We hope you enjoyed all the great sessions and the first day of NAPA’s Nonqualified Plan Advisor Virtual Conference. Here’s what’s in-store for Day 2!
#NAPA401k #NQDC #NQPAConference https://t.co/FjtowpSlyG
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

37 days ago

Interesting stuff if you are regulated by the SEC. https://t.co/8sm2sFML51
1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

37 days ago

Next week 2 days after the election, Brad Campbell & I will be talking about the impact of the election on retirement policy. We will be joined by 2 of our securities partners to talk about the impact on regulation & examination of broker-dealers & and RIAs. Hope you can join us. https://t.co/X28sUbuxAe
1 5
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

37 days ago

Two Republican members of the House of Representatives are pushing back on state and local efforts to impose financial transaction taxes that would impact non-residents.
https://t.co/XsRnCfRHSZ
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

37 days ago

We’re excited to kick-off the first day of NAPA’s Nonqualified Plan Advisor Virtual Conference. We’ve got a great line-up of sessions!
#NAPA401k #NQDC #NQPAConference https://t.co/UOT92fj48x
1 1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

38 days ago

There are some surprises in Reg BI. For example, does it apply to recommendations to plans? What about to participants? Here are the answers. https://t.co/5HSlRQSmfx
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

38 days ago

.@USDOL investigators continue to rack up record recoveries ($3 billion in fact) through #ERISA enforcement & #compliance programs.. more @NewsFromIn https://t.co/A6FKSRVk4g
3 3
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

38 days ago

#ASPPAallaccess day 2, Speakers you don't want to miss! https://t.co/EmKQqOsPGR
1 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

38 days ago

Breaking News
SECURE Act 2.0 Introduced in the House
https://t.co/nI1BaYKYA6
2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

38 days ago

Day 2 will be starting soon! Are ready for some PENSION GEEK talk? We are! https://t.co/EyHeQyNbhq
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

38 days ago

Don't forget to visit the ASPPA virtual booth! Hear about all the great work we've been doing alongside you to ensure retirement for all Americans! We will be there at NOON today!! #ASPPAallaccess https://t.co/Q9rV6DQCVA
1 1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

39 days ago

IRS Announces 2021 Retirement Plan Contribution Limits for 401ks -- https://t.co/V7x25hrS0o
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

39 days ago

You don't want to miss any of these sessions! #ASPPAallaccess https://t.co/5u0oOG6xC7
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

39 days ago

#ASPPAallaccess Speaker highlights! TPA track https://t.co/Yehe2YhHfU
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

39 days ago

Have you checked your email today? It's time to log in and set up your #ASPPAALLACCESS profile https://t.co/BFSo5DxCKS
1 3
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

40 days ago

Tomorrow starts the first-ever #ASPPAallaccess

Few things to check:
1. Have you received your login email?
2. Have you logged in yet?
3. Did you upload your best photo?
4. Do you have a pen and paper?
5. Are you ready?!?!
1 3
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

40 days ago

We like to call this speaker group AJA! #ASPPAallaccess https://t.co/zbv6cejFnt
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

42 days ago

We are sooooo excited we forgot the second "s" in #ASPPAallaccess https://t.co/Sh1yott3wP
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

42 days ago

Get ready!!! #ASPPAallacces begins Monday!!!!!! https://t.co/kbKYJ5ru5m
1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

42 days ago

PSCA's 2020 403(b) Plan Survey, sponsored by Principal, is available now - find the latest trends here: https://t.co/06I2bOZawD #403b #retirement #nonprofit
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

42 days ago

Last Chance: Registration closes today for NAPA’s Nonqualified Plan Advisor Virtual Conference!
Learn more https://t.co/7OnwbVp2YL

#NAPA401k #NQPAConference #NQDC https://t.co/sbWIcevgun
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

43 days ago

403(b) Plans are focused on retirement planning education more than ever, shows PSCA's 2020 403(b) Plan Survey, sponsored by @principal. All key plan measurements increased in 2019 - found out more here: https://t.co/06I2bOZawD #403b #retirement #nonprofits
1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

44 days ago

The #SEC has promulgated “best interest” standards for broker-dealers and investment advisers. The #DOL has followed suit by proposing a best interest standard for advice to plans, participants and IRAs where the advice is conflicted. Here’s a comparison: https://t.co/9ziRcezt8k
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

46 days ago

fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

47 days ago

The #SEC and #DOL both are targeting advice about rollovers by investment advisers, broker-dealers & fiduciary advisors to plans, participants & IRA owners. Anyone recommending rollovers should have a disciplined and documented process. https://t.co/OYUSEzWHjk
1 4
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

49 days ago

I don’t know what you think, but this is probably the most powerful political video I have ever seen. https://t.co/0M3R5zexWb
1 7
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

50 days ago

fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.09K
Followers2.11K
Following249
fred reish @fredreish

51 days ago

The #SEC has concerns about the quality of the Forms #CRS of broker-dealers & investment advisers. In particular, the focus is on disclosures of disciplinary histories. As the SEC looks more deeply I suspect it will find more problems. Here’s an article about the SEC announcement https://t.co/BysUAUU7HU
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.49K
Followers2.29K
Following1.17K
NAPA - National Association of Plan Advisors @NAPA401K

51 days ago

It's that time of the week. Case of the Week: Conduit IRAs

https://t.co/McZIqiVKOM
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

52 days ago

This change will affect approximately 70 million Americans. The announcement provides an early signal regarding COLA adjustments on contribution and benefit limits.

https://t.co/85GBwhwfux
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

57 days ago

ARA Pushes for Clarifications of PPP Registration Requirements

https://t.co/Nj05GdSFcL
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

59 days ago

New #401k litigation trend? Schlichter says he's not targeting #MEPs for #ERISA #fiduciary breach claims, but time will tell.. @NewsFromIN digs deeper at: https://t.co/HLBSAGiF6z
2 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

65 days ago

Here are one or two reasons why #ASPPAallaccess is right for you!

https://t.co/Gmsdh8kDuV https://t.co/jz3691PEk7
1 2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

66 days ago

Empower and Fifth Third Bolster Service to Retirement Plan Clients With Acquisition Agreement - https://t.co/U5LevYkvhp
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

70 days ago

#PSCAresearch #InTheNews from @MarketWatch - What has COVID-19 done to our retirement savings? https://t.co/ZGd7hJy1Fn
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

71 days ago

#PSCAresearch #InTheNews from @NAPA401K - @EBRI Looks at How CRDs Might Affect Retirement Readiness https://t.co/kcHMKWhLoq
1 1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

72 days ago

PSCA #InTheNews from @WSJ - Is America’s Favorite Retirement Plan Broken? https://t.co/GRhxKoEMJ1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

73 days ago

Welcome, Angie Grissom! We are ready to raise the B.A.R!
#TPAGrowth https://t.co/0UuHj2fDgE
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

73 days ago

We are live!
Welcome to #TPAgrowthSummit https://t.co/k47jAPFKsd
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

73 days ago

It's opening day! And we are pretty excited about #TPAGrowthSummit! See you at 3pm! https://t.co/o8MvNYxZ0a
1 2
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

73 days ago

PSCA is collecting data for its 63rd Annual Survey of 401(k) Plans. Participants receive a free copy of the industry's most comprehensive source of unbiased plan benchmarking data. Participate at: https://t.co/mBI52EZ4qC.
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

73 days ago

New kids on the block deserve good things too!
#POPupsale #ASPPAALLAccess https://t.co/0pcxaz94fS
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.44K
Followers4.42K
Following1.76K
ASPPA @ASPPA

78 days ago

We are excited to share ASPPA’s new credential badge series. Badges are an eye-catching way to convey professional expertise and show your commitment to the retirement plan industry. #myASPPAcred https://t.co/RlPo3pl8Ow
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

81 days ago

Hear the latest on #rollover rules/proposals, pooled #401k plans & more live on tape w/ Todd & Chad from LeafHouse Financial #erisa #fiduciary https://t.co/PgiuLyiAp2
2
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

84 days ago

Today is 401(k) Day - if your company celebrates, tag us, we want to see your photos! #401kday And don't miss PSCA's 401(k) Day campaign featuring Beni, Peni, and Banksy at https://t.co/GwxiV0bXgY! https://t.co/MySgfANm8N
2 2
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

86 days ago

401(k) Day is this Friday! How are you going to celebrate? Tweet us pictures of your celebration using #401kday! PSCA's 2020 Campaign materials are available at: https://t.co/k480VALadx
2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

87 days ago

Empower to Acquire Retirement Plan Business of MassMutual - https://t.co/cX5LawLMLN
3
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

91 days ago

"No longer do CEOs have the privilege of a measured approach to digital transformation...; they have been thrust into digital leadership regardless of whether they are prepared." How CEOs discover, introduce & implement emerging technology https://t.co/TdzdaTMIoo
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

91 days ago

#Fiduciary rule timeline criticized by ex #DOL chief & #ERISA practioners.. but still expected to be finalized this year.. @RIABiz https://t.co/gJfmd6yz5R https://t.co/JKkzV46KN2
2
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

92 days ago

PSCA research #InTheNews: https://t.co/PBqkjhpmAT
1 2
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

92 days ago

New research from PSCA: Health Savings accounts are increasingly being positioned by employers as retirement savings accounts: https://t.co/MN48eSPwDe
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

93 days ago

Here's a great article featuring Fi360's Blaine Aikin, for investors who are curious about the different types of fiduciary financial advisors.

https://t.co/oC1tAY6YHc by @usnews
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

100 days ago

Questions re DOL #Fiduciary proposal, #rollovers, #RegBI #PEP & #MEPs? Join me tomorrow, 8/27 at 3 ET for a discussion & live Q&A w/ @LeafHouse1 - Reg. at https://t.co/zcI5i5oRsC #ERISA #401k #CompeteComply https://t.co/TjZ7hgmZ90
2 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

102 days ago

According to a recent @Broadridge study lead gen is one of the highest priorities of FAs nationwide. But lead-gen efforts alone won’t translate into success.

Sharpen your sales strategy with our Lead Gen & Nurturing Best Practices Guide. Download here!

https://t.co/jSj7s11CL9
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

105 days ago

"As wealth management firms across North America look to attract and retain talent, they should be aware that one in two financial advisors often think about leaving their firm to join one with better technology." - Donna Bristow @Broadridge Read more... https://t.co/wjN29M3w9l
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

106 days ago

Stunning results as comments to #DOL #ESG proposal are counted.. 95% of 8,636 opposed w/ 4% in favor.. who again is asking for protection from #401k plan sponsors and #fiduciary advisors? @RIABiz sums it up at: #ERISA #solutionsinsearchofproblems https://t.co/SzH9bT5Xl0
5 5
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

108 days ago

From @nevinesq: DOL Unveils (Interim Final) Lifetime Income Disclosure Rule https://t.co/8grVJlIK7Z #401k #DOL #retirement
1 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

108 days ago

Our goal is to enable financial intermediaries to easily implement a prudent fiduciary process. We built the Fiduciary Focus Toolkit™ to do just that! Today we are hosting a 30-minute introduction to the software. Join us at 3:00 ET. Register now!
https://t.co/dDf5wieTXi https://t.co/419H0oZfzY
1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

114 days ago

Do 401(k) plan menus suffer form a generation gap? Find out in our new white paper by @nevinesq and @towarnicky, sponsored by @JHIAdvisorsUS: https://t.co/qVjKBtJO1S
2 1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.13K
Followers1.77K
Following351
Plan Sponsor Council of America (PSCA) @PSCA401k

115 days ago

TIAA won a PSCA Signature Award for their program providing education and guidance to an underserved population – retirees and workers age 70 and older. Read more here: https://t.co/tRSB47yEpj
1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

119 days ago

We asked for PEP clarity and the revisit of ‘Regular Basis’ Test in DOL’s Investment Advice Proposal in our comment letter to the @USDOL @TedGodbout Has the breakdown.
https://t.co/FlnBj9AKWq
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

123 days ago

Only four more days to file comments w/ @USDOL #fiduciaryrule 3.0 (aka advice exemption). Hear more on impact on #RIAs and #IRA #rollovers in my video interview w/ @Ignites #ERISA #CompeteComply https://t.co/4aoelUgIU0
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

123 days ago

.@Broadridge Starts Fi360 Remote Exams: Tech Roundup | ThinkAdvisor https://t.co/vChgJPlfir by @ThinkAdvisor #fiduciary #readyfornext
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

134 days ago

#shelterinplace w/ me and Retireholi(k)s in 60 min. (4:30 PT) where we will discuss #401kplan PEPs, DOL #ESG and #Fiduciary proposals and, of course, #craftbeer

Reg. at

JD Carlson Mark Palmini@401kplandesignnsen Justin Ma@ChadJohansen7 Carlson https://t.co/QNMtAUtY0l
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

141 days ago

Yesterday we hosted a webinar focused on financial planning for clients with disabilities. Many attendees took a moment to let us know how valuable the information was to their practice. Curious? Catch the presentation on demand!

https://t.co/BoGj7Vckav https://t.co/Sm0fyvG0p0
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

141 days ago

More on best interest vs #fiduciary standard re #RegBI & new proposed exemption from @USDOL via @tarasbernard @nytimes #ERISA #IRA #rollovers #CompeteComply https://t.co/XCjMn7BcHc
2 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

141 days ago

"It’s time for companies to do more to help their workers evaluate their financial wellness ...." Cindy Dash, general manager & SVP at Matrix Financial Solutions, @Broadridge shares financial wellness tools for companies.

https://t.co/pQfKI1TuCn
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

143 days ago

You've heard about the new @USDOL #FiduciaryRule but do you understand its impact on #RIAs? Plain English summary avail via @RIABiz #ERISA #rollovers #CompeteComply https://t.co/7H9rf6Rsln
2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

157 days ago

New proposed exemption allows an investment #advice #fiduciary to receive "all forms of reasonable compensation" for #ERISA or #IRA advice, including #rollovers & 3rd-party advisors/managers (aka solicitors).. learn more on @PensionResource member RT tomo…https://t.co/aCCp2DloeC
2 1
Retirement Law Group@RetirementLaw
Total Tweets404
Followers278
Following69
Retirement Law Group @RetirementLaw

158 days ago

Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email.
Pension Resource@PensionResource
#ERISA compliance experts. We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets769
Followers1.02K
Following672
Pension Resource @PensionResource

158 days ago

Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email.
2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

158 days ago

Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email. https://t.co/kcvxO1SRXw
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

158 days ago

New " #FiduciaryRule " is actually interpretation in context of exemption and says #IRA #Rollover advice = #ERISA fiduciary advice if you were/will be fiduciary before/after recommending rollover itself. If not, then none of this applies!
2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

158 days ago

New proposed PTE from @USDOL is specific to #IRA #Rollovers and those serving in #ERISA #Fiduciary advice capacity... text avail here: https://t.co/gS9meUeHNv @PensionResource members look for invite to Member Roundtable asap #competecomply
2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

158 days ago

Tired of waiting on the new #FiduciaryRule? Looks like today could be the day.. @USDOL press briefing at 4:30 ET re "Significant Rulemaking Update" #erisa #retirement #competecomply
2 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

162 days ago

More perspectives on @USDOL proposal re #ESG investments in #ERISA plans.. #401k #Fiduciary https://t.co/D9vCLENtXY
3 2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

163 days ago

It’s Time to Buy Annuities. Really. by @RIAIntel

Fi360's John Faustino gives some perspective on these often disparaged products.

https://t.co/R45oCymSU9
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

164 days ago

Is @USDOL trying to make it more difficult for #401k plan sponsors & #advisors to incorporate #ESG funds? See proposed reg (issued 6/23) @ & note the unusual specificity re investment selection criteria... #scrolltothebottom #ERISA #CompeteComply https://t.co/sv7okKQo9C
3 4
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

169 days ago

Today at 2PM EDT: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/UX3revmvcE #masterclass #retirement #DCplans https://t.co/VL8XzxQ8CE
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

170 days ago

Tomorrow at 2PM EDT: Webinar: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/eE7EbTdoiQ #masterclass #retirement #DCplans https://t.co/Qth9ksZnFQ
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

170 days ago

Today from 2-3PM: Webinar on Making the Case for #StableValue. https://t.co/OiMpEtamqr #masterclass #retirement #fiduciary https://t.co/vZUKItRMXS
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

171 days ago

Don't forget about tomorrow's webinar from 2-3PM: Why #StableValue: Making the Case for Stable Value. https://t.co/W1EkI4LsjH #masterclass #retirement #fiduciary https://t.co/fGzsGlGWey
1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

172 days ago

Upcoming webinar: Why Stable Value: Making the Case for #StableValue. Sign up for the webinar here. https://t.co/VTDixmFIru #CD #masterclass #retirement #ibonds https://t.co/1vQfmNByFN
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

175 days ago

Coming up next week: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/aNNOGDw7qN #masterclass #retirement #DCplans https://t.co/2bmq36pOmn
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

175 days ago

Next week's topic: Why Stable Value: Making the Case for Stable Value. Sign up for the webinar here. https://t.co/BXxWek16EK #masterclass #retirement https://t.co/FMgY2xVH38
1 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

175 days ago

New webinar! 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/AHqOhAQ0cA #masterclass #retirement #DCplans https://t.co/DTvntrDfYh
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

179 days ago

Friends talking benefits w/ Micah DiSalvo @401kMarketing and Paul Grutzner. Topics include #retirement advisors serving #401k clients online, new #ERISA #FiduciaryRule from @USDOL and tips from fellow #entrepreneurs.. avail. at https://t.co/o67yzVa2rb
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

179 days ago

Advisors Scrambling to Meet Reg BI Compliance Deadline | ThinkAdvisor https://t.co/bJy1or82l4 by @ThinkAdvisor
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

183 days ago

Wondering what to expect in @USDOL #Fiduciary Rule 3.0? Here are some perspectives from @RIABiz, but it's worth noting: 1 only OMB has seen the actual text; & 2 it's a PROPOSAL so there will be time to comment/shape:

#ERISA #advisor #CompeteComply https://t.co/Rm4CCHA32o
3 4
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

183 days ago

A new rule could make it harder to figure out if your financial advisor is on your side https://t.co/HXN0MlhL7c by @Darla_Mercado
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

185 days ago

More on the long-anticipated, updated @USDOL #Fiduciary Rule and potential prohibited transaction exemptions from @NewsFromIN #ERISA #advisor #retirement https://t.co/9MmuLGqq6V
3 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

185 days ago

Get ready for Round 3... @USDOL #Fiduciary Rule/Exemption lands at OMB. #ERISA #401k #CompeteComply https://t.co/Y1UrbhhDjq
2
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

185 days ago

American Retirement Association Statement on the Death of George Floyd. https://t.co/HmcJgftuF2
1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

186 days ago

The sound of silence https://t.co/ReEkBvasof by @investmentnews
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

213 days ago

Tune in today @ 2 ET for Competitive & Compliant Strategies for #401k #Advisor Growth, eg opportunities in Advisor Managed Accounts, SECURE Act & #retirement plan governance; reg @ https://t.co/tIMVCymRBQ @fi360 CEs #Fiduciary #CompeteComply #ERISA @PensionResource @RetirementLaw
2 2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

214 days ago

Competitive & compliant strategies for #401k #advisor growth webinar Tues. 5/5 @ 11 PT/2 ET; reg at for @fi360 CEs #ERISA #Fiduciary #CompeteComply @PensionResource @RetirementLaw https://t.co/oEQXuq24k2
2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

217 days ago

DOL Announces Significant Deadline Extensions and Other Disaster Relief for Employee Benefit Plans - https://t.co/LA9AiZ3Zxr
1 1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

217 days ago

Working through DC plan communications in a pandemic - https://t.co/PvCNTCctzE #dc
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

221 days ago

Are you providing maximum value to #plansponsors re evaluating #CITs for #401k plans? Collective Investment Trusts webex in one hour! Reg now @
@RetirementLaw @PensionResource @WilmingtonTrust @followMFS #ERISA #Fiduciary https://t.co/gOYqrZFlYL
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

226 days ago

We are honored to be part of the @Broadridge team. #ReadytoHelp #ReadyforNext

Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid Roundup | ThinkAdvisor https://t.co/7DlElEznCp by @ThinkAdvisor
5
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

227 days ago

Everything you've ever wanted to know about Collective Investment Trusts #CITs in #retirement plan, including #fiduciary requirements under #ERISA, in 60 min. webinar. Monday at 2 ET, register at https://t.co/PXiwP9yrDU
2 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

228 days ago

Week 1 of our 2020 Webinar Series is in the books! We hope you enjoyed the content & the presenters for our first 3 sessions. All presentations are now available on our website. https://t.co/Km0qR1rPah

And be sure to register for upcoming sessions at https://t.co/t4t0UcDhPp. https://t.co/PBOk4Xg4ND
1 3
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

231 days ago

One-Fifth of Large Retirement Plan Sponsors Say They Are Suspending 401k Matches - https://t.co/DbamWvzxTA
1 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

233 days ago

We’re happy you found this helpful! That is our mission, always 🙌🏻 https://t.co/S7LDF2xjOY
2 2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

233 days ago

#Fi360Conference looks a little different this year. But the faces are familiar! Listening to Blaine Aikin + @MichaelKitces discuss Reg BI & other trends for #fiduciary and professionalism. https://t.co/aeGKO3VRY0
1 2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

235 days ago

Kitces, Aikin, Reish Talk 401k Fiduciary, Reg BI // @401kspecmag

https://t.co/Ky3edANklD
1 3
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets592
Followers1.27K
Following636
Jason C. Roberts @JasonRobertsESQ

238 days ago

Are you providing maximum value to #retirement plan sponsors re evaluating #CITs for #401k plans? Register for Collective Investment Trusts webex @ 2 ET on 4/27 https://t.co/tEbp3TptsP @RetirementLaw @PensionResource @WilmingtonTrust @followMFS #ERISA #Fiduciary
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

239 days ago

We are kicking off our fiduciary webinar series next week! Join us for valuable fiduciary insights while you earn continuing education credits. #fiduciaryexcellence

https://t.co/C0KHo0gzeb https://t.co/TvBlWRRqNy
1 4
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

240 days ago

5 Action Items for Successful Retirement Outcomes @401kspecmag

https://t.co/PdoE8Zlw1s
3 4
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.75K
Following1.28K
Fi360 @fi360

245 days ago

Happy Friday everyone. We hope you're well.

ICYMI https://t.co/9kbFMEV7XQ
1 2
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

246 days ago

Our first concern is always the safety of our members and staff! We are excited that we can still bring you all the industry intel, but instead it will be digitally! https://t.co/tQBgBsBFeJ
4
Retirement Law Group@RetirementLaw
Total Tweets404
Followers278
Following69
Retirement Law Group @RetirementLaw

249 days ago

New @PensionResource Member Brief re: #CARESAct relief for #retirement plans and participants (and sample client-facing communication for you to white label) now available in PRI #compliance portal! #erisa #401k #competecomply
Pension Resource@PensionResource
#ERISA compliance experts. We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets769
Followers1.02K
Following672
Pension Resource @PensionResource

249 days ago

New @PensionResource Member Brief re: #CARESAct relief for #retirement plans and participants (and sample client-facing communication for you to white label) now available in PRI #compliance portal! #erisa #401k #competecomply https://t.co/l79NxvE3C2
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

249 days ago

We have compiled a list of FAQs highlighting some the most salient relief measures.

https://t.co/GTa2KEscgz
2 2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

316 days ago

TRA Continues Expansion With Acquisition of Fred S. Shapiro & Associates - https://t.co/V4uBI5ZK1u
1 1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

316 days ago

ERISApedia Announces Benchmark Reporting for 403b Plans - https://t.co/7HT3JKYjgp
Retirement Law Group@RetirementLaw
Total Tweets404
Followers278
Following69
Retirement Law Group @RetirementLaw

322 days ago

Looking for clarity re #SECUREAct changes? Join @PensionResource Member RT Thurs. (1/23) at 3 ET. Special guest Pete Swisher & @JasonRobertsESQ will discuss opportunities/challenges for financial institutions in #MEPs, #PEPs & #PPPs #ERISA https://t.co/nwlu3TOuZA
1
Pension Resource@PensionResource
#ERISA compliance experts. We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets769
Followers1.02K
Following672
Pension Resource @PensionResource

322 days ago

Looking for clarity re #SECUREAct changes? Join @PensionResource Member RT Thurs. (1/23) at 3 ET. Special guest Pete Swisher & @JasonRobertsESQ will discuss opportunities/challenges for financial institutions in #MEPs, #PEPs & #PPPs #ERISA https://t.co/1EZVsrwJIj
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

326 days ago

The Small Business Retirement Plan Journey: Challenges - https://t.co/JbegnunenX
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

352 days ago

PSCA Releases Its 62nd Annual Survey Results - https://t.co/YLq6gfdviM
1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

352 days ago

Pending prompt action by the U.S. Senate, the most comprehensive retirement security legislation in more than a decade is poised to become a reality.

https://t.co/jUWOpy084v
2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

ABG of Michigan to Merge With Sentinel Benefits & Financial Group - https://t.co/soFKUYrn2K
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

401k and Retirement Plan Limits for the Tax Year 2020 Announced - https://t.co/wERCqOlKq9
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

Three firms Partner to Deliver Bundled Fiduciary 401k Services - https://t.co/5i4yCMbz8Z
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

Department of Labor Proposes New Electronic Disclosure Rule - https://t.co/lZ32EKIPug
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

Cetera Adds Participant Advice to Fee-for-Service Payment Model - https://t.co/w2Ym0HAgZJ
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

Fiduciary Education Launches Online Course on Successful DC Plan Design - https://t.co/SgqAU726ej
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

Projected 401k and Retirement Plan Limits for the Tax Year 2020 - https://t.co/pBzlbWfS3T
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

Millennium Trust Launches Small Business Retirement Solution - https://t.co/SVSfFGWV6b
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

Nuveen Adds Target-Date CIT Series to Its Retirement Product Suite - https://t.co/LbCB4PFg1q
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

Broadridge to Acquire Fi360 - https://t.co/bLSoHtmcn2
1 1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

Millennium Trust Launches Retirement Savings Selector Tool for Small Businesses - https://t.co/TnySOn7cff
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

TRA Announces the Acquisition of Two Retirement Groups - https://t.co/pgSwFDsjEo
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

Four Ways to Improve 403b Plans - https://t.co/V1pPTEzFt0
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

Wasatch Advisors Rebrands as Wasatch Global Investors - https://t.co/FZNeOGDfvT
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

Creative Planning Acquires Retirement Plan Provider America's Best 401k - https://t.co/5u8DBPcypA
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

Fiduciary Education Offers New Three-Tiered Membership Program - https://t.co/l4WWoP02mg
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

Ascensus Announces Acquisition of Retirement and Benefit Solutions Provider Beneco - https://t.co/8CBonWRv7y
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

1 year ago

F&M Trust Consolidates Retirement Business With BPAS - https://t.co/PpLwlQbj5c
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

1 year ago

Clear your calendar for Oct 22-23! You won’t want to miss @ASPPA’s TPA Growth Summit! You’ll gain practical strategies to navigate TPA services obstacles, identify your firm’s strengths and leverage your skills to win more business. Learn more: https://t.co/2euicjIrkp #GrowTPA19
2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

2 year ago

Bronfman Rothschild Closes Sale to Sontag Advisory - https://t.co/j9JGqmIDmu
1 1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

2 year ago

2019 Signature Award Winners Honored at PSCA National Conference - https://t.co/IA3KgIIMT8
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

2 year ago

401k Marketing Survey Opens to Retirement Plan Advisors - https://t.co/gY6yGOhrjC
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

2 year ago

Fidelity Rolls Out New Bundled Solution for Small- and Mid-Sized Businesses - https://t.co/gqQnc8axiA
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

2 year ago

Principal to Acquire Wells Fargo Institutional Retirement Business - https://t.co/BFlKYOAkBW
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.70K
Followers3.88K
Following194
401khelpcenter @401khelpcenter

2 year ago

Digital Retirement Platform Company Vestwell Raises $30 Million - https://t.co/9jvAu0BUuy
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

2 year ago

Wishing everyone a very special holiday season, and a prosperous New Year. @NAPA401K @nevinesq @ASPPA @NTSA403B @ASPPAGAC https://t.co/9kETk5UUSg
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

2 year ago

#IRS Issues New Guidance on Hardship Distributions. With the impetus of the Bipartisan Budget Act of 2018, the IRS has provided for comment some much-anticipated new proposed regulations on hardship distributions. @ASPPA @NAPA401K @NTSA403B https://t.co/fnOJBTvByt https://t.co/0VU5hWxknm
3 1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

2 year ago

The #401k turns 40! ARA CEO Brian Graff joined @Voya and CEO Charlie Nelson this morning to ring the @NYSE Opening Bell to celebrate.
Happy Birthday 401(k)! https://t.co/6KNOb0xI2A
2
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

2 year ago

Although #stocks may be down this month, the average #401k balance keeps going up for both younger and older workers according to estimates from @EBRI https://t.co/VJvXgpBWvS
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

2 year ago

Why do 60% of #RetirementPlan participants not work with a #FinancialAdvisor? @NAPA401K explores the numbers from a recent @OneAmerica online survey @nevinesq : https://t.co/Tcm4dAwTI7
1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

2 year ago

IRS Goes Paperless with its Voluntary Correction Program! @ASPPA https://t.co/F6usegSUGq
4 6
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

2 year ago

Full #ASPPA18 agenda online now! Check it out: https://t.co/qmIdECRhNg https://t.co/g1mdoEGsMx
1 1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

3 year ago

So many reasons to go to #NAPA401kSUMMIT. You can network with the Young Guns: NAPA’s Top Advisors Under 40. Just another reason why the very best advisors in the industry consider #napa401ksummit their MUST-ATTEND event of the year! #nevinesq https://t.co/blgmpK6ohg
1 2
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

3 year ago

NJ Reviewing RFI Responses for Small Biz Retirement Marketplace #ntsa403b @NTSA403B https://t.co/DkmAqZNwU9
1 1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
American Retirement Association @usa_retirement

3 year ago

ASPPA Connect Observes Presidents Day https://t.co/2sd7JA1p0t
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.01K
Following954
@

51 year ago

Click here to read @NAPA401K,@PLANSPONSOR@USDOL,@ERISAWatch,@fredreish,@JasonRobertsESQ,@PensionResource,@RetirementLaw,@401khelpcenter,@PLANADVISER,@ASPPA,@pensionsnews,@PSCA401k,@401kspecmag,@usa_retirement,@fi360'S Twitter feed

Recent Articles