Twitter News

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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

4 hours ago

Lawsuits against plan providers and sponsors are only allegations at first https://t.co/akuYme3gjt
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

5 hours ago

CA Approves New Parity Law Expanding Coverage Obligations for Mental Health and SUD Treatment https://t.co/hfVcA6zroY
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

7 hours ago

Retirement Investments and Presidential Elections https://t.co/y0WluptuUv
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

7 hours ago

Pandemic Will Have Negative Impact on Retirement Savings in Years Ahead, Natixis Says https://t.co/cX2da3WfZa
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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

7 hours ago

Empower and Fifth Third Bolster Service to Retirement Plan Clients With Acquisition Agreement - https://t.co/U5LevYkvhp
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

8 hours ago

Employers Face High Health Care Benefit Costs for 2021 https://t.co/XGRHccR76I
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

8 hours ago

New Excessive Fee Suit Alleges Familiar 401(k) and 403(b) Plan Breaches https://t.co/vmfhDFxbOZ
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

10 hours ago

Eighth Circuit: A State Statute that Implicitly Regulates ERISA Plans Is Preempted by ERISA https://t.co/neSLvSrwMA
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

12 hours ago

Empower Continues 2020 Acquisitions With Fifth Third Deal https://t.co/t7i9Vl7kVo
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

13 hours ago

Many multi-asset class portfolios have been riding a wave of upside volatility for so long it can mask their potential downside risk in less favorable markets. #401k #retirementplanning @CharlesSchwab https://t.co/SL05BMClft
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 Tweets40.95K
Followers18.66K
Following352
Pensions&Investments @pensionsnews

13 hours ago

Empower to buy Fifth Third’s record-keeping business https://t.co/blVznWsu2z via @pensionsnews

#retirement #definedcontribution #MandA
1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

15 hours ago

'Sometimes the biggest hurdle to helping employees save is getting them to sign up for the plan in the first place.' #401k #RetirementPlanning @blackrock https://t.co/4ijJXwT6s8
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

1 day ago

Regulation Best Interest and ESG Investing: Confluence for the SEC or Consternation Under ERISA? https://t.co/NMT7Lvf3VJ
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

1 day ago

If Your Retirement Plan Holds Employer Securities Keep an Eye on the Jander Case, Part II https://t.co/LljtauTmZa
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

1 day ago

'The range of topics being addressed by workplace financial wellness programs has increased significantly' #401k #retirementplanning @BofA_News @401kbrian https://t.co/X5UBcCxZeF
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

1 day ago

Tips On Selecting a Retirement Plan Adviser When You Can’t Meet Them in Person https://t.co/i2uXd6KTqj
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

1 day ago

2020 End of Year Plan Sponsor “To Do” List (Part 1) Health and Welfare https://t.co/J8hiZnWXY7
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

1 day ago

'Americans held $8.9 trillion in all employer-based DC retirement plans' #401k #retirementplanning @ICI https://t.co/8O6q7OafF7
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

1 day ago

New Voya Video Platform Offers 24/7 Access to Financial Education https://t.co/vBD06y9VC8
1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

1 day ago

'What separates the best is process and details. You need a process to make anything work well, and the details make it work better.' #401k #retirementplanning @jpmorgan @jpmorganAM @Advisor2x @401kbrian https://t.co/k1BdD0wr9l
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

1 day ago

Retirement Industry Experts Concerned by ‘Prescriptive’ Income Projections https://t.co/POiGMu4TQk
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

1 day ago

401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

1 day ago

'It’s just different. Here’s how you can help.' @RamseyShow @MySmartDollar #401k #retirementplanning https://t.co/4T67LYlMzD
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

1 day ago

PSNC 2020: Considering Health Expenses in Retirement Planning https://t.co/INsiJ0vaEc
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

3 days ago

'Almost half of parents (45%) say they have dipped into their retirement accounts early, compared to just 32% of the total population.' #401k #RetirementPlanning @etrade @401kbrian https://t.co/KO8juaFF1x
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

4 days ago

Don’t let grudges get in the way of doing right https://t.co/e4nQkkXdsZ
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

4 days ago

United States Department of Labor Expands Electronic Delivery Rules for Retirement Plans https://t.co/R3e6k9Ew51
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

4 days ago

MGM Resorts 401(k) Joins List of Excessive Fee Lawsuit Targets https://t.co/8Zo6OLxeSb
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 Tweets40.95K
Followers18.66K
Following352
Pensions&Investments @pensionsnews

4 days ago

Google parent , Alphabet Inc.., to settle shareholder lawsuit filed by two union #pension funds over breach of fiduciary duties and more.

Settlement includes $310 million for #diversity initiatives.

https://t.co/VL9bQ8B4wS via @pensionsnews
#fiduciaryduty
2
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

4 days ago

Retirement Industry People Moves https://t.co/fuKDrxPElw https://t.co/Sj1qxcOyKK
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

4 days ago

PSNC 2020: Creating Income Streams for Participants https://t.co/HPSoTUn9YU
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

4 days ago

Considerations When Constructing Plan Committees https://t.co/xsVnW7eS6h
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

4 days ago

Bank of America study finds employers’ sense of responsibility for employees’ financial wellness increased significantly over the last decade. #401k #retirementplanning https://t.co/XiLGHE3SxB
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

4 days ago

Settlement for Cornell 403(b) Plan Suit Filed for Preliminary Approval https://t.co/3LM4xC9AQa
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 Tweets40.95K
Followers18.66K
Following352
Pensions&Investments @pensionsnews

4 days ago

Danish pension fund excludes #China from its investment universe https://t.co/AlFoxzXCiZ via @pensionsnews

#ESG #pension #investing #divestment #denmark
3
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

4 days ago

The Thursday virtual session featuring 2020 Top Advisor by Participant Outcomes finalists was loaded with ideas to improve employee engagement #401k #retirementplanning https://t.co/48LQH9NKWV
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

4 days ago

#PSCAresearch #InTheNews from @MarketWatch - What has COVID-19 done to our retirement savings? https://t.co/ZGd7hJy1Fn
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

4 days ago

Assets in individual retirement accounts (IRAs) totaled $10.8 trillion, an increase of 13.5% from the end of the first quarter. #401k #retirementplanning @ICI https://t.co/GgAk6kJReY
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

5 days ago

#PSCAresearch #InTheNews from @NAPA401K - @EBRI Looks at How CRDs Might Affect Retirement Readiness https://t.co/kcHMKWhLoq
1 1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

5 days ago

Excessive Fee Lawsuit Filed Against Duke Energy https://t.co/TAEqRs0tqF
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

5 days ago

'Almost half of parents (45%) say they have dipped into their retirement accounts early, compared to just 32% of the total population.' #401k #RetirementPlanning @etrade @401kbrian https://t.co/ZSV7Jm19B9
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

5 days ago

Long-Running Church Plan Case Reaches $25M Settlement https://t.co/ItL97UwT16
1 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

5 days ago

401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

5 days ago

'The SEC has intervened to disrupt a system that has worked with fairness and integrity for over 50 years' #401k #RetirementPlanning @SEC_News @AsYouSow @ICCRonline https://t.co/zAfE13t43R
2
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

5 days ago

'Smaller 401k plans may have to rely more on the plan advisor to ensure the plan is implementing best practices' #401k #RetirementPlanning @MorningstarInc @davidmblanchett https://t.co/Uabz89yEFS
1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

6 days ago

This is my 3d of articles about the difference between #suitability and #bestinterest under #RegBI. The weight to be given to cost is significant. The mitigation rules & the link between cost & compensation means that both will get greater scrutiny. https://t.co/kWAGr6ekiw
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

6 days ago

SEC Approves Controversial Shareholder Proposal https://t.co/A1UYxWIhSi
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

6 days ago

PSCA #InTheNews from @WSJ - Is America’s Favorite Retirement Plan Broken? https://t.co/GRhxKoEMJ1
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

6 days ago

Staring at the Stars Above, Wonder What [Fiduciary Duties] Are We Made Of – Cybersecurity for Retirement Plans https://t.co/ikuVKAtQpp
1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

6 days ago

'The bar has now been raised, and the video conferencing wall is not coming down.' #401k #RetirementPlanning @Broadridge https://t.co/HbtjBrWK7h
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 Tweets40.95K
Followers18.66K
Following352
Pensions&Investments @pensionsnews

6 days ago

DOL’s rapid pace is too quick, many are saying https://t.co/o9Tf5PnxKx via @pensionsnews

#ERISA #retirement #retirementplans #pensions #ESG #privatemarkets
2 1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

6 days ago

'Now would be the perfect time for heavy-handed government hammer to fix a nonexistent problem.' #401k #RetirementPlanning https://t.co/5AauIVZR2j
1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets5.94K
Followers1.52K
Following1.64K
401(k) Specialist @401kspecmag

6 days ago

'If we’re sitting down with them one-on-one and doing 15 minutes, we’re going to get a 98-99% participation rate' #401k #RetirementPlanning @Advisor2x @401kbrian https://t.co/hWz7FgvluP
2
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

7 days ago

Home Depot ERISA Lawsuit Clears Dismissal Motions https://t.co/LdpyNShXjh
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

7 days ago

Welcome, Angie Grissom! We are ready to raise the B.A.R!
#TPAGrowth https://t.co/0UuHj2fDgE
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

7 days ago

We are live!
Welcome to #TPAgrowthSummit https://t.co/k47jAPFKsd
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

7 days ago

DOL’s Proposed New Proxy Voting Rule Could Be a Game Changer for ERISA Fiduciaries https://t.co/WRaay7TZ6b
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

7 days ago

PBGC Pension Reporting Requirements Add More Strain to Financially Distressed Employers https://t.co/Z8LBKteAEV
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

7 days ago

It's opening day! And we are pretty excited about #TPAGrowthSummit! See you at 3pm! https://t.co/o8MvNYxZ0a
1 2
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

7 days ago

Fiduciaries of Mutual of Omaha 401(k) Plan Agree to Pay $6.7M to Settle Suit https://t.co/2cH1GjbQs5
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

7 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
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

7 days ago

PANC 2020: Taking an Economic View of ERISA Litigation https://t.co/UZsMHIsoPG
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

7 days ago

New kids on the block deserve good things too!
#POPupsale #ASPPAALLAccess https://t.co/0pcxaz94fS
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

8 days ago

Investment Management Update - September 2020 https://t.co/X9JFPCOwxn
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

8 days ago

Labor Department Creates New Options For Employers To Electronically Distribute Retirement Plan Notices https://t.co/JNojygXCiy
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

8 days ago

AutoZone ERISA Suit Clears Motion to Dismiss https://t.co/Oar3FrEdnR
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 Tweets40.95K
Followers18.66K
Following352
Pensions&Investments @pensionsnews

8 days ago

ENTER BY OCT. 9.
Deadline nearing for P&I's Eddy Awards entries

#definedcontribution #retirementplans #retirement
#401k #403b #457

https://t.co/xzlXQHbpcY via @pensionsnews
4 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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

8 days ago

Variable Hour Employee Benefits Eligibility under COVID-19 https://t.co/J7GDBBdIFe
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 Tweets40.95K
Followers18.66K
Following352
Pensions&Investments @pensionsnews

8 days ago

Departure of @CalPERS CIO reveals cracks in philosophy of what power to give staff and what to keep

https://t.co/8tdOa8T3ls via @pensionsnews

#investing #publicpensions #governance #muniland
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

8 days ago

Workers Need Help on Retirement Income https://t.co/QeddmRiKZQ
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

8 days ago

PANC 2020: Virtual One-on-Ones, How Workplace Retirement Advice Is Changing https://t.co/zhiaF3w5gp
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

8 days ago

PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

8 days ago

PANC 2020: Prospecting and Closing New Business in a Socially Distance Normal https://t.co/CJQFWSXuf0
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

9 days ago

Once in a Lifetime? -- The DOL Issues Interim Final Rules on Lifetime Income https://t.co/3ybDIcBUVD
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

10 days ago

A DOL Proxy Vote Against ESG? – New ERISA Proposal May Limit Plans’ Exercise of Shareholder Rights https://t.co/YPcXvYJLba
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 Tweets40.95K
Followers18.66K
Following352
Pensions&Investments @pensionsnews

11 days ago

Investors call on Trump, Congress to devise COVID-19 plan https://t.co/hvaABHlzSd via @pensionsnews

#investing #fiscalpolicy #COVID19 #EconomyCrisis
2 2
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

11 days ago

PANC 2020: Adviser Industry M&A From an Academic Perspective https://t.co/b0KgAiTqZ2
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

11 days ago

DB Plan Investment Provider and Investment Adviser Sued Over Market Losses https://t.co/IRJoEZynJP
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

11 days ago

PANC 2020: Retirement Income and Participant Outcomes https://t.co/EGyrzObiVu
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

11 days ago

Retirement Industry People Moves https://t.co/hZ6XLBbWrC https://t.co/ik3Gm6N3v6
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 Tweets40.95K
Followers18.66K
Following352
Pensions&Investments @pensionsnews

11 days ago

Blue Cross Blue Shield sues AllianzGI and Aon for breaches regarding more than $2 billion in losses in the insurer's defined benefit #pension plan trust.https://t.co/YJlkaKG5ko via @pensionsnews

#investing #litigation
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

11 days ago

Intel Now Faces Consolidated Suit Over Alternatives in TDFs https://t.co/fA5TStEuXg
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

11 days ago

Women’s Retirement Confidence Has Ebbed Since Start of Pandemic https://t.co/3AfDckpGG1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

11 days ago

PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

11 days ago

PANC 2020: Supporting Financial Wellness in the New Workplace https://t.co/jnwS0RIj7R
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

12 days ago

PANC 2020: Is It Time to Re-evaluate TDFs? https://t.co/vFsAlVr3H0
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

12 days ago

ERISA Excessive Fee, Self-Dealing Suit Targets MEP https://t.co/T7GgeR2ev8
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

12 days ago

PANC 2020: What’s Next for In-Plan Retirement Income? https://t.co/YCe7Uxw7Vi
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

12 days ago

Interim Final Rule on Defined Contribution Plan Lifetime Income Disclosures https://t.co/4NE7FOd610
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.02K
Followers5.17K
Following244
PLANADVISER @PLANADVISER

12 days ago

Investment Product and Service Launches https://t.co/stR2n0PWpp https://t.co/0AXPDLrpM0
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

12 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
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

12 days ago

Allocation of Medical Loss Ratio Rebates and Premium Refunds https://t.co/NJjh3JeMEq
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

13 days ago

The Countdown Begins for Lifetime Income Disclosures https://t.co/u8vdJ45NoT
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

13 days ago

What’s the difference between #suitability and #bestinterest? This is the 2d in my series of articles about the #SEC’s new standard. While the examples in this article is base on #RegBI, the concept of best interest also applies to investment advisers. https://t.co/qg8FAsql0c
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

15 days ago

DOL Proposes Rule Requiring Increased Proxy Voting Analysis and Recordkeeping https://t.co/AB06zdooIy
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

15 days ago

Check the provider’s credentials https://t.co/5uYcQ8aMD3
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

15 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
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

15 days ago

DOL: Path for 401(k) Plans to Offer Private Equity Investment Options https://t.co/subT22v8qz
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

15 days ago

ERISA Does Not Bar Medical Providers from Enforcing Health Plans’ Payment Promises Under State Law https://t.co/fMU7NoCJW9
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

15 days ago

ERISA Disability Plan Insurers Score Important Circuit Court Victories https://t.co/CunFzbrZnz
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

18 days ago

Will 2020 Be a Banner Year for 401(k) Litigation? How Fiduciaries Can Protect Themselves https://t.co/vyUj9FYeTe
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

18 days ago

We are 30 minutes away from the closing session you don't want to miss! Design Your Future
#NAPA401kSummit #TheadvisorExperience https://t.co/xN6FjLHrql
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

18 days ago

Day 3 begins promptly at 11am EST! Here's an overview of the day! https://t.co/EpiryyZUj4
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

18 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
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

19 days ago

You do NOT want to miss this session! Set your alarm. 2 hours from exactly now! #NAPA401kSummit #TheAdvisorExperience https://t.co/6AGI4c42Fi
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

19 days ago

How to Minimize Judicial Review of ERISA Fiduciary Decisions https://t.co/iyy1NQwfKc
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

19 days ago

IRS Provides Additional Clarity on Key SECURE Act Provisions https://t.co/F4UPjfb8K9
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

19 days ago

K&L Gates Triage: Rutledge v. Pharmaceutical Care Management Association https://t.co/GsegIHv1n8
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

19 days ago

We are pretty excited to see @tomclark_erisa today at 1:05 p.m. – 1:55 p.m. EST, too! https://t.co/CkoroBXFQp
3
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

19 days ago

Day 2 starts at 11am est for our west coasters! #Napa401ksummit #theadvisorexperience see you then! https://t.co/IBoN2cZhgj
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

20 days ago

The Clock Is Ticking: DOL Issued Interim Final Rule On Lifetime Income Disclosures For Defined Contribution Plans https://t.co/U462SMnzIa
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

20 days ago

PBGC Updates Assumptions for Determining De Minimis Lump Sum Benefits in PBGC-Trusteed Single-Employer Plans
https://t.co/boClENAwsR
1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

20 days ago

With #RegBI, the #SEC imposed a #bestinterest standard of care on broker-dealers. Investment advisers also have a best interest standard, but it is more expansive. But how does best interest differ from suitability. Its not clear but here are my thoughts: https://t.co/MHDMr3yD4q
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

20 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
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

20 days ago

Blog: What You Need to Know About ERISA and Accepting Capital Commitments from “Benefit Plan” Investors https://t.co/hUy6xvA1Wi
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

20 days ago

We are pretty excited about this matchup later today!!
#NAPA401ksummit #THEADVISOREXPERIENCE https://t.co/yAMB7v6zsV
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

21 days ago

To Vote or Not to Vote — That is the Question https://t.co/7HFOCT6STM
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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

21 days ago

Empower to Acquire Retirement Plan Business of MassMutual - https://t.co/cX5LawLMLN
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

21 days ago

Supreme Court Shuts Door on Defined-Benefit Plan Participants’ ERISA Suits https://t.co/GaUHNKNBuE
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 Tweets4.32K
Followers453
Following3
ERISA Watch @ERISAWatch

21 days ago

Retirement Plan Update: New DOL Disclosures And Updated IRS Notices https://t.co/w1zCczH7uW
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

25 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

25 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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

26 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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

26 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

27 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
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

27 days ago

1 1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

30 days ago

Our securities lawyers have started a new blog “Enforcement Highlights”. If you are regulated by the SEC, this is made for you. The linked article, though, is of wider interest...their top 5 picks for movies about the steamy side of the securities industry. Do you agree? https://t.co/KlHmAzeyRe
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

34 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
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

35 days ago

If you would like to have a good overview understanding of the #SEC’s Regulation #BestInterest for #broker-dealers, this is a good place to get it. Sandy and Edward did a good job of writing a meaningful summary of the new rule. https://t.co/83xlosr9JJ
1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

36 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
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

37 days ago

The kindness is overwhelming. It brought tears to my eyes. Watch it. Honest...it will make you feel good. It’s a reward for the good things you’ve done for others. https://t.co/iud9ritxPK
8
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

39 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

40 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
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

40 days ago

If you’re an investment adviser, its important to understand the SEC’s aggressive stance on 3d party payments, such as revenue sharing from custodians or 12b-1 fees. It is becoming increasingly more difficult to keep that money. Here are my partner, Jim Lundy’s, thoughts https://t.co/sIFyxSJv0e
3
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

42 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

42 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
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

48 days ago

One of the attorneys in my firm, Joan Neri, has developed a chart comparing the standards of conduct for broker-dealers (Reg BI) & investment advisers (SEC Interpretation). She did a great job & I thought you might find it interesting. https://t.co/hW0iMrcFpf
3 10
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

48 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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

49 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
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

50 days ago

After each calendar quarter I post the 3 most interesting blog articles for the prior quarter. For the 2d quarter of this year, all 3 were about CARES Act provisions. Here’s a link to those articles, which are updated for subsequent guidance. https://t.co/Y1Qj1cjoCk
3
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

50 days ago

*Live sessions on Oct. 26–27 & Nov. 18 will include audience Q&As, downloadable handouts and automated reminders to ensure you don’t miss your sessions.

*Post-session forums with presenters & peers will allow for in-depth discussion of what you learned.
https://t.co/Gmsdh8kDuV https://t.co/sUaGPttqny
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
Followers2.00K
Following962
American Retirement Association @usa_retirement

53 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
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

53 days ago

READER POLL: (How) Are Clients Reaching Out to You?
Check out what others are saying.
https://t.co/hxEjkoz7r5
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

57 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

57 days ago

.@Broadridge Starts Fi360 Remote Exams: Tech Roundup | ThinkAdvisor https://t.co/vChgJPlfir by @ThinkAdvisor #fiduciary #readyfornext
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

61 days ago

MassMutual earned a first place PSCA signature award for its annual participant education campaign. The targeted messaging resonated with participants and achieved great results. Read more about the successful program at: https://t.co/tRSB47yEpj
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

63 days ago

The #SEC is reviewing Forms #CRS of broker-dealers & investment advisers, & is finding problems, including omissions. When working on the Forms for our clients, we found similar problems with initial drafts. Now is the time to review those Forms. https://t.co/4cH5xw3rzz
1 3
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

63 days ago

Red Wing Shoe Company, with @Transamerica, won a PSCA Signature Award for their education campaign focused on increasing participation in their #NQDC plan. Read more here: https://t.co/JHzZbZTvOv
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

64 days ago

“Now is a good time: See if your investments fit,” was the tagline used by Ryan Specialty Group, with support from @EmpowerToday to encourage investment diversification, that earned them a PSCA Signature Award. Learn more here: https://t.co/JHzZbZTvOv
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

66 days ago

The #SEC is looking at broker-dealer compliance with #RegBI. Qs about account types, costs, comp, CRS, conflicts, policies & procedures, rollovers. No surprises there. Interesting: Q about how broker-dealer oversees that recommendations are in best interest of retail customers.
1 1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

66 days ago

Our next Inside the Beltway is this Thursday...talk about important issues to discuss-the new fiduciary advice proposal, ESG, private equity, CARES Act updates, the PEP RFI. Brad Campbell and I will walk through each of those. If you’re interested, the link is to the registration https://t.co/dSnBnXtHA1
1 4
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

67 days ago

#PSCAresearch #InTheNews From @FinancialTimes: US asset managers set to fight proposals on ESG investments https://t.co/LLVf4MPcRG
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

67 days ago

We've made some changes. Check out what leadership has to say.
#NAPA401kSummit #TheAdvisorExperience

https://t.co/4ukAIf69oD
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

67 days ago

The NFL Player Benefits Office won a first place PSCA #Siggy for increasing participation among rookie players with their creative and targeted education campaign. Read more: https://t.co/JHzZbZTvOv
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

68 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
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

68 days ago

#PSCAresearch #InTheNews From @investmentnews: Nonqualified Plans in a COVID-19 Environment https://t.co/VmbVRAvIpA
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

68 days ago

“Don’t leave money on the table” was the tagline used by @Bechtel, with @EmpowerToday, to increase savings in their #401k plan. Their creative program successfully increased participation and savings rates and earned a PSCA Signature Award. Read more at: https://t.co/wWOyRVcJkj
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

69 days ago

#PSCAresearch #InTheNews From @CNBC: Changing jobs? Soon you can transfer 401(k) savings automatically https://t.co/20oNiDUVMu
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

69 days ago

Gruma with support from @massmutual, won a PSCA #siggy for their Spanish language 401(k) education program, tied creatively to their brand, to increase savings among their primarily Spanish-speaking workforce. Read more here: https://t.co/wWOyRVcJkj
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

70 days ago

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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

70 days ago

Community Health Systems (CHS), with @principal, targeted employees who opt-ed out of the plan with a fun competition between the HR departments of its 99 hospitals. Read about their great results and PSCA #siggy here: https://t.co/wWOyRVcJkj
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 Tweets2.12K
Followers1.76K
Following353
Plan Sponsor Council of America (PSCA) @PSCA401k

71 days ago

Palm Beach Sheriff's Office, with Lincoln Financial Group, won a PSCA #siggy for their retirement education campaign announcing the change from a self-service system to Lincoln Financial Group. Read more here: https://t.co/x6laLZ8q8X
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

75 days ago

My partner, Bruce Ashton, recently updated our chart of best interest requirements. This update is for the insurance best interest rule adopted by Arizona. The chart is broader, though, covering similar standards for other types of advice. https://t.co/ajyK9CHinP
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

75 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

75 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

75 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

76 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
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

77 days ago

The Polls Are Open!
Vote today for your Top DC Wholesalers!!!

https://t.co/LJ3K5Z7dw2
1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

78 days ago

This Wednesday we will be hosting a free webinar on the DOL RFI on PEPs, pooled employer plans. The webinar will discuss the RFI questions and why the DOL is asking those questions. Bruce Ashton, Josh Waldbeser, Pete Swisher and I will cover those points. https://t.co/JiCeiwixqL
1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

80 days ago

I simply can’t understand why some people, like her, are willing to endanger others by not wearing masks. It is disrespectful of the health and lives of other people. And, why so much anger? https://t.co/ONA0ZiLa6B
3
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

80 days ago

This is funny because it’s true. God save us from ourselves! https://t.co/7zza2HsO0i
1 4
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

80 days ago

So true! My accounting professors tried to force me to believe in debits & credits, but fortunately I had the good sense to reject their brainwashing...& I won’t even go into some of the radical interpretations of my managerial accounting professors! https://t.co/x3iIz69bAB
3
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

81 days ago

I’m afraid that @AdviserCounsel is right. I believe this will be bulldozed through the administrative process so that it will be effective before the inauguration of the next president. https://t.co/CJdpTKUvwO
1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

82 days ago

While I philosophically agree with some of the Surpreme Court decisions this week, and disagree with others, I am encouraged, as an American & a lawyer, to live in a country with a judicial system that can make critical decisions through a reasoned process.
1 6
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

84 days ago

There will be a virtual option for the 2020 NAPA 401(k) Summit! Check out the details today at https://t.co/7WntXxlJhy https://t.co/rXQtefeyN6
2
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.05K
Followers2.12K
Following247
fred reish @fredreish

85 days ago

If you would like to know more about the DOL’s guidance on private equity in 401(k) plans here’s an article where I gave a long and detailed interview to @Benefits_PRO https://t.co/Qu5Q3KRooN
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

89 days ago

What we have in store for you at ASPPA Annual - All Access is beyond what you could imagine from a digital experience! We are very excited for you to take this digital journey with us! #ASPPA2020 #ASPPAALLACCESS

https://t.co/Gmsdh8kDuV
3 3
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

90 days ago

DOL Unveils New Fiduciary Rule Proposal
https://t.co/rJvT9hLWJ8
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

90 days ago

If you need more reasons to attend ASPPA Annual All Access here you go!
https://t.co/UDWUFEwsz0
3 2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

91 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 Tweets402
Followers276
Following70
Retirement Law Group @RetirementLaw

92 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 Tweets768
Followers1.02K
Following674
Pension Resource @PensionResource

92 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

92 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

92 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

92 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

92 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

96 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

97 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

97 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 5
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

103 days ago

Are ESG Options Oversold?
Earlier this week we reported that a letter from the New York Regional Office of the Employee Benefit Security Administration was seeking a long list of information from plans with ESG funds

https://t.co/L56WRogojn
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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

103 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

104 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

104 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

105 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

106 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

109 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

109 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

109 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

112 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

113 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

117 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

117 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

119 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

119 days ago

Get ready for Round 3... @USDOL #Fiduciary Rule/Exemption lands at OMB. #ERISA #401k #CompeteComply https://t.co/Y1UrbhhDjq
2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

119 days ago

Statement from ARA CEO and NAPA Executive Director Brian Graff on the Death of George Floyd.
https://t.co/TA5Yh5YBeX
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
Followers2.00K
Following962
American Retirement Association @usa_retirement

119 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

120 days ago

The sound of silence https://t.co/ReEkBvasof by @investmentnews
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

120 days ago

The House of Representatives has approved stand-alone legislation that seeks to alleviate complications small business owners encountered under the Paycheck Protection Program

https://t.co/PZybskgO8o
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

120 days ago

The parties in one of the first university 403(b) plan excessive fee suits[i] filed in 2016 have come to terms.

https://t.co/4EEWTqtuKI
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

124 days ago

Divorce Seen as Heavy Contributor to Early 401(k) Withdrawals
https://t.co/kyPhR8cQEE
1 2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

126 days ago

10 Things You Might Have Missed About E-Delivery.
That’s right, the new electronic disclosure safe harbor is an additional method of delivery and does not substantively change the 2002 safe harbor.
https://t.co/ZH621sPexU
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

131 days ago

BREAKING NEWS: DOL Issues Final Rule on E-Delivery

Participants’ Email Addresses
Paper Notice Still Required
Notice of Internet Availability
https://t.co/ESpiLxkWYL
2 2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

131 days ago

BREAKING NEWS: DOL Issues Final Regs on E-Delivery
https://t.co/O1TfnA82pJ
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

133 days ago

.@usa_retirement Recommends Improvements in The Interim Amendment Process for Pre-Approved Plan Docs
https://t.co/gMpopNTK6y
2 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

133 days ago

Top Reason Plan Sponsors Turn to Advisors: help with the increasingly complicated process of managing a retirement plan (29%)—although plan investments will likely become an area of focus again in the future.

https://t.co/XAkSp55api
2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

134 days ago

The $3 trillion bill which passed May 15 includes retirement provisions advocated by the @usa_retirement. While it has already been declared “dead on arrival” in the Senate, that’s not the end of the story.
https://t.co/vYOEy9UGUR
3 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

147 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 Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

147 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

151 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

151 days ago

Working through DC plan communications in a pandemic - https://t.co/PvCNTCctzE #dc
1 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.44K
Followers2.28K
Following1.18K
NAPA - National Association of Plan Advisors @NAPA401K

152 days ago

#Plansponsors likely won’t be pushing new #Covid19 related withdrawal options, our recent reader poll results indicate. https://t.co/tgBdFvPROF #NAPANet
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

153 days ago

Expectations vs. reality: a new study from @Allianz shows that while many non-retirees believe they’ll #retire on their own terms, the likelihood of doing so is less than they think: https://t.co/h0CwNinJMt #retirement
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

155 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
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

155 days ago

Providing early access to #retirement funds during a crisis is not unprecedented & America’s private retirement system has weathered many storms, but @nevinesq writes that there is still concern over how the #CARESact will impact retirement down the line: https://t.co/DDFc9tkRdt
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

158 days ago

What does getting to the center of a tootsie roll pop have in common with an expanded #loan repayment period? Find out while learning how and when to resume loan payments that are currently paused due to the #CARESact: https://t.co/q7L3x6U4zT
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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

160 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
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

160 days ago

“PBGC understands the far-reaching effects COVID-19 is having on workers, families, and companies across the country.” Due to the ongoing pandemic, @USPBGC has extended its upcoming premium payments deadlines: https://t.co/9KpUKzUYEE #COVID19response
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

161 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
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

161 days ago

Hey, ASPPA MEMBERS!! Yes, you! We've got a Happy Hour just for you! Tell a friend & register today!

Space is limited, but the fun is exponential!

https://t.co/zTRHfzuZbn https://t.co/qhaAQS5ZLr
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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

162 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
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

162 days ago

It’s often thought that building toward a savings total is the best way to prepare for #retirement. However, a new guest column in the @MichaelKitces blog argues time & retirement date can also be useful ways to measure progress: https://t.co/a9DRs0iWcZ #NerdsEyeView
2 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

165 days ago

As we continue to live through this difficult & unusual time, ASPPA remains committed to helping everyone reach a secure #retirement. @nevinesq explains our contribution to minimizing the long-term financial impact of #COVID19: https://t.co/310jI12kea
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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

165 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

167 days ago

We’re happy you found this helpful! That is our mission, always 🙌🏻 https://t.co/S7LDF2xjOY
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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

167 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
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

167 days ago

Researchers from @USC looked at non-retirees’ expectations for their #retirement benefits and their choices for savings. Check out the results of their study here: https://t.co/PkUkmctCnZ
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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

169 days ago

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

https://t.co/Ky3edANklD
1 3
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

169 days ago

You may have heard the warning not to check your #401k last month, and it’s true that the average plan took a hit in March. The good news is, it may not have been quite as bad as you think: https://t.co/dezK1wYJev
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

172 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
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

172 days ago

The recently passed #CARESact includes provisions for #retirement #plansponsors, but the details of the new legislation can be confusing. Here are a few answers to commonly asked questions about how the act affects plan distributions: https://t.co/lX3HgUjWeN
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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

173 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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

174 days ago

5 Action Items for Successful Retirement Outcomes @401kspecmag

https://t.co/PdoE8Zlw1s
3 4
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

174 days ago

“In FY20 we’ll continue to look for ways to help taxpayers and their representatives navigate the many changes made by [the Tax Cuts & Jobs Act].” Read about the priorities the #IRS Office of Tax Exempt & Government Entities has outlined for this year: https://t.co/XgPCKhlFIT
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

176 days ago

A common question regarding the CARES Act distribution, loan and required minimum distribution (RMD) waiver provisions[1] is whether these provisions are optional or mandatory. In most cases, they are optional—

https://t.co/OvWsrMcEak
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

176 days ago

The global #COVID19 outbreak is leaving many #retirement plan participants jobless, but #plansponsors are struggling to determine their exact employment status. Find out what severance of employment is and why it matters:https://t.co/MM6CfkxZSV
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

179 days ago

Although it’s not quite the end of the world as we know it, @nevinesq explains 6 significant changes that are likely to occur for #retirement plan advisors and participants as a result of the recent pandemic: https://t.co/HPR4Ub71E4 #COVID19
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 Tweets7.62K
Followers5.79K
Following1.29K
Fi360 @fi360

179 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
Followers2.00K
Following962
American Retirement Association @usa_retirement

180 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
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

181 days ago

Questions about practical impact of #CAREsAct relief for #retirement #plansponsors & participants? @PensionResource is pleased to offer 30 min. complementary Q&A w/ @RetirementLaw attorneys focused on #ERISA & #taxlaw for each PRI member firm, its advisor…https://t.co/gO9yZakqZc
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

181 days ago

Did you miss @PSCA401k’s latest #webcast ft. @groomlawgroup on missing participants? Don’t worry, we laid out the major takeaways from the talk here: https://t.co/G86dO4aOtO #ERISA #practicemanagement
3 4
Retirement Law Group@RetirementLaw
Total Tweets402
Followers276
Following70
Retirement Law Group @RetirementLaw

183 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 Tweets768
Followers1.02K
Following674
Pension Resource @PensionResource

183 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
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

183 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/jB3AVi1iJg
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

183 days ago

In a letter addressed to #Congress earlier this month, @usa_retirement and other trade organizations pushed for legislation that will provide immediate relief to #retirement #plansponsors, participants, and #retirees: https://t.co/oudY9rJkfD https://t.co/mXtK29A19A
2 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
Followers2.00K
Following962
American Retirement Association @usa_retirement

183 days ago

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

https://t.co/GTa2KEscgz
2 2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets591
Followers1.28K
Following639
Jason C. Roberts @JasonRobertsESQ

185 days ago

Looking for some good news re #coronavirus and #401k balances? Check out @RIABiz article from Jeffrey Young from @DeepMacro!

#glasshalffull #staythecourse #retirement https://t.co/jTibHTG4NK
2 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

187 days ago

The results are in. We recently asked our ASPPA members to fill out a Corona Casualty survey to better understand how they are being affected by the pandemic. Based on the responses, the impact could be catastrophic: https://t.co/mOWITSNcUd #COVID19 @nevinesq
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

187 days ago

Check out the key provisions! https://t.co/oVEz9Ajtw7
2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.41K
Followers4.41K
Following1.77K
ASPPA @ASPPA

188 days ago

A recent report from @octoberthree says the ongoing fall of valuation #InterestRates accelerated in March. Find out the 3 factors exacerbating the downward trend and what this may mean for defined benefit plan participants: https://t.co/MX28oLUuJy #DBplan
3 4
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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

250 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

250 days ago

ERISApedia Announces Benchmark Reporting for 403b Plans - https://t.co/7HT3JKYjgp
Retirement Law Group@RetirementLaw
Total Tweets402
Followers276
Following70
Retirement Law Group @RetirementLaw

256 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 Tweets768
Followers1.02K
Following674
Pension Resource @PensionResource

256 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

260 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

286 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
Followers2.00K
Following962
American Retirement Association @usa_retirement

286 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
Retirement Law Group@RetirementLaw
Total Tweets402
Followers276
Following70
Retirement Law Group @RetirementLaw

301 days ago

Full text of Mass. #FiduciaryRule avail at: https://t.co/wpwHO4wA9v .. Learn how this proposal intersects and/or departs from New Jersey & Nevada rules on next @PensionResource Member Roundtable #CompeteComply #compliance #fiduciary https://t.co/W3OxcS6etY
Pension Resource@PensionResource
#ERISA compliance experts. We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets768
Followers1.02K
Following674
Pension Resource @PensionResource

301 days ago

Full text of Mass. #FiduciaryRule avail at: https://t.co/6XpdWPhcIf .. Learn how this proposal intersects and/or departs from New Jersey & Nevada rules on next @PensionResource Member Roundtable #CompeteComply #compliance #fiduciary https://t.co/JS3a6Wf0Tq
Retirement Law Group@RetirementLaw
Total Tweets402
Followers276
Following70
Retirement Law Group @RetirementLaw

321 days ago

Sneak peek @PensionResource Member RT 11/14 @ 3 pm ET "Supervising #Retirement Plan Services" Agenda = FINRA, SEC, OCC & DOL Rules; OBAs, Family & Reps as Sponsors; Fees, Delivery of Services, Tools, Referrals & Participants; #ERISA #Fiduciary & PTE #Compliance.. #CompeteComply https://t.co/BHPedWc52p
Pension Resource@PensionResource
#ERISA compliance experts. We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets768
Followers1.02K
Following674
Pension Resource @PensionResource

321 days ago

Sneak peek @PensionResource Member RT 11/14 @ 3 pm ET "Supervising #Retirement Plan Services" Agenda = FINRA, SEC, OCC & DOL Rules; OBAs, Family & Reps as Sponsors; Fees, Delivery of Services, Tools, Referrals & Participants; #ERISA #Fiduciary & PTE #Compliance.. #CompeteComply https://t.co/MV37q6pRgk
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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

327 days ago

ABG of Michigan to Merge With Sentinel Benefits & Financial Group - https://t.co/soFKUYrn2K
Retirement Law Group@RetirementLaw
Total Tweets402
Followers276
Following70
Retirement Law Group @RetirementLaw

327 days ago

Sneak peek @PensionResource Member RT 11/14 @ 3 pm ET "Supervising #Retirement Plan Services" Agenda = FINRA, SEC, OCC & DOL Rules; OBAs, Family & Reps as Sponsors; Fees, Delivery of Services, Tools, Referrals & Participants; #ERISA #Fiduciary & PTE #CompeteComply https://t.co/9sfjSw3vYL
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 Tweets768
Followers1.02K
Following674
Pension Resource @PensionResource

327 days ago

Sneak peek @PensionResource Member RT 11/14 @ 3 pm ET "Supervising #Retirement Plan Services" Agenda = FINRA, SEC, OCC & DOL Rules; OBAs, Family & Reps as Sponsors; Fees, Delivery of Services, Tools, Referrals & Participants; #ERISA #Fiduciary & PTE #CompeteComply https://t.co/rhywtWozVA
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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

327 days 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

339 days 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

343 days 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

343 days 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

343 days 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

350 days 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

350 days 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

350 days 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

355 days 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

362 days 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
Followers3.90K
Following197
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
Followers3.90K
Following197
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
Followers3.90K
Following197
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
Followers3.90K
Following197
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
Followers3.90K
Following197
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
Followers3.90K
Following197
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
Followers3.90K
Following197
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
Followers2.00K
Following962
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
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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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

1 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

1 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

1 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

1 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

1 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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

1 year ago

Digital Retirement Platform Company Vestwell Raises $30 Million - https://t.co/9jvAu0BUuy
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
Followers3.90K
Following197
401khelpcenter @401khelpcenter

1 year ago

Marsh & Mclennan to Acquire Centurion, a Pennsylvania Retirement Group - https://t.co/BKXztP83lv
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
Followers2.00K
Following962
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
Followers2.00K
Following962
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
Followers2.00K
Following962
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
Followers2.00K
Following962
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
Followers2.00K
Following962
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
Followers2.00K
Following962
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
Followers2.00K
Following962
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
Followers2.00K
Following962
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
Followers2.00K
Following962
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
Followers2.00K
Following962
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
Followers2.00K
Following962
American Retirement Association @usa_retirement

3 year ago

6 Things You May Not Know About the Saver’s Credit #napa401k #napa401ksummit https://t.co/JRtyjcklB8
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
Followers2.00K
Following962
American Retirement Association @usa_retirement

3 year ago

Can you guess what/who/where this is? See you in Nashville April 15-17 #napa401ksummit. https://t.co/eQTT80yZJt
2 4
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
Followers2.00K
Following962
American Retirement Association @usa_retirement

3 year ago

It’s Official: Rutledge Nominated as #EBSA Head #NAPA401k https://t.co/QQMd8zD3TY
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
Followers2.00K
Following962
@

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