ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
DOL Finalizes New Prohibited Transaction Exemption for “Investment Advice”, With Statement That Fiduciary Standard May Apply to IRA Rollover Guidance https://t.co/P80L0l9wBq
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
New DOL ESG Guidance Expected to Encourage More Plan Adoption https://t.co/70NYnS8sZp
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Unlocking the process - Guide to ERISA individual prohibited transaction exemptions https://t.co/1SUOy5jDUb
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'Concern over retirement, as expressed by the survey findings, is now at the lowest point since the pandemic began' #401k #retirementplanning @401kbrian @SimplyWiseUS https://t.co/dwFQSAdLkb
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Investment Products and Service Launches https://t.co/xbcdpMFP70 https://t.co/FBLWPQdLnm
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Mercedes-Benz Is Latest National Brand to Face ERISA Litigation https://t.co/Ca4leVKDSg https://t.co/4tqgaXKR2Z
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Fiduciary Rule Prohibited Transaction Class Exemption Released By The DOL https://t.co/yUBdK1cHCG
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Schlichter Strikes Again, This Time Against Takeda Pharma’s 401(k) https://t.co/yeI9ch13hb https://t.co/Vrn2N4rR9p
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'The average retiree took on an additional $9,779 in debt 2020' #401k #retirementplanning @401kbrian @ListWithClever https://t.co/u084WyHqbt
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
Biden’s nominee for Secretary of Labor will have a profound effect on retirement plan guidance going forward, including the #ESG regulation and the fiduciary rule/exemption. To learn more about the nominee, here’s an article by Melanie Waddell. https://t.co/vPwuNxrC8Y
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
PBGC Finalizes Rules for Simplified Withdrawal Liability Calculations https://t.co/5qMTwpb9wn
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
2021 PLANSPONSOR Plan Adviser of the Year Nominations Open https://t.co/UL3rQX6DQ2 https://t.co/wGjlXRfTmK
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.25K
Followers18.75K
Following356
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'Introducing such an option as the default in 401(k) plans would require no legislative or institutional changes' #401k #retirementplanning @RetirementRsrch https://t.co/1MxnJtxY6R
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: #PSCAResearch #InTheNews via @SHRM Retirement Plan Sponsors Face a Consolidating 401(k) Marketplace https://t.co/9jIcXWRPNP
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
DOL Guidance on Missing Pension Plan Participants Benefits Law Update https://t.co/sPIElT8AEa
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
PBGC Publishes Final Rule Allowing Simplified Withdrawal Liability Calculations Applicable to Benefit Reductions, Benefit Suspensions and Contributions https://t.co/EKPTvn2eWh
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
The #DOL has been investigating employers about 401(k) missing participants & in some cases asserting #fiduciary breaches. Plan sponsors have complained about lack of DOL guidance. The Department has finally helped with that. https://t.co/IW6MyajsuA
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
DOL Guidance on Missing Participants Is No Longer Missing https://t.co/SyG6bDA7q4
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Will ERISA’s Fiduciary Exemption “Rollover” to the New Administration? DOL Issues Year-End Package Relating to “Investment Advice.” https://t.co/7TXE0dYw3p
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
Surprising advice from @USDOL: 'Plan fiduciaries should also consider the size of a participant’s accrued benefit and account balance as well as the cost of search efforts.' #401k #retirementplanning https://t.co/i41kerUVk2
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'If you look at the multiples right now, they are at an all-time peak and have gone up from the end-of-year-deals last year.' #401k #retirementplanning https://t.co/bpB2at4enS
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
15th Anniversary of RPAY: Josh Ulmer https://t.co/WQ77SaT4Mz https://t.co/T1YIDUjkb4
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
What Labor Nominee Martin Walsh Means for the Future of the Fiduciary Rule https://t.co/E7QZVec4Fj
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Market Watchers Hope Steadier Leadership Will Propel Growth https://t.co/Cu6tyWo3X0 https://t.co/cxCsC2DsBb
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'Gensler did not exactly endear himself to Wall Street during his time as a regulator.' #401k #retirementplanning @401kbrian @SEC_News https://t.co/gQwFoiyMdz
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Breaking News: Biden to Order ESG Rule Review
https://t.co/hDEIOeTrrp
https://t.co/hDEIOeTrrp
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'The piling on of crises during 2020 spawned countless memes and at least two TV specials bidding farewell to a historically bad year.' #401k #retirementplanning @Fidelity @FidelityInst https://t.co/bMdchAAGyj
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: #PSCAResearch #InTheNews via @USATODAY Overwhelmed by retirement planning? Here's how to prioritize your 401(k), Roth IRA and HSA contributions in 2021. https://t.co/gT8jHCjs0m
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'In some ways, there was a full market cycle in 2020.' #401k #retirementplanning @AlightSolutions @401kbrian https://t.co/v9gyHf9Jqn
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
When Can 401(k) Fiduciaries Get Excessive Fee Suits Dismissed? Anatomy of Two Recent Wins https://t.co/HYfyXYVQLT
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'Employees must be aware of the plan in order to take advantage of it.' #401k #RetirementPlanning @Enrich_org https://t.co/WB8HuWReRN
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Biden Administration Might Accelerate Growth of ESG Investing https://t.co/5W9tNgdE9e
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: #PSCAResearch #InTheNews via @Forbes How To Tell If Your Retirement Plan Is Undiversified And High Risk
https://t.co/HQi5mDCDp6
https://t.co/HQi5mDCDp6
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'The message was clear: making the U.S. savings system more secure and inclusive will require fresh thinking and bold action.' #401k #retirementplanning @blackrock @blackrock_News https://t.co/zTnCjZxseO
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Busy Days Ahead for SEC Leadership Chair Gary Gensler https://t.co/E45Y9G4Bdi
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
"Things are 'set up' so to speak, making the transition to a new life easier.” #401k #RetirementPlanning @inliving @401kbrian https://t.co/I7kMyhc0P5
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
EEOC Proposes New Rules on Wellness Programs https://t.co/pEU6fqAThO
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Investment Management, Trading & Markets Updates – January 2021 https://t.co/6tkJp9i94G
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'Multimodal programs allow employees to select the point of entry that best fits their needs' #401k #RetirementPlanning https://t.co/YD9mZq6oZD
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Lost and found: DOL issues guidance relating to missing participants https://t.co/J9QTKfswGT
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'Congress must do more to help American families, especially minority families, have a secure and dignified retirement' #401k #RetirementPlanning @RepRichardNeal @401kbrian https://t.co/RFAUnmRqSM
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'Starting in 2024, there will be a whole new group of employees who become eligible for the plan' #401k #RetirementPlanning @Vestwell https://t.co/8rtImom143
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'Employees must be aware of the plan in order to take advantage of it.' #401k #RetirementPlanning @Enrich_org https://t.co/7mPpSR29rs
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
"Things are 'set up' so to speak, making the transition to a new life easier.” #401k #RetirementPlanning @inliving @401kbrian https://t.co/uqQEyietnG
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Bill to expand MEPs to 403(b) plans introduced https://t.co/7zxZXEMgAF
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'Retirement literacy remains low overall, with 89% of women and 72% of men receiving a failing grade on a 38-question retirement literacy quiz.' #401k #retirementplanning @TheAmerCol https://t.co/H9SrdNNQiS
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Retirement Industry People Moves https://t.co/1OOAymd8pT https://t.co/Q6PRIvfnYf
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.25K
Followers18.75K
Following356
University of Pennsylvania to pay $13 million to settle #ERISA case https://t.co/VW0mG6C0W1 via @pensionsnews
#retirement #definedcontribution #Litigation
#retirement #definedcontribution #Litigation
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Love Hurts…Have Your QDRO Procedures at the Ready https://t.co/lQ7cGDCqSs
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Court Filing Details $13M UPenn 403(b) Lawsuit Settlement https://t.co/BB4i85Z06g
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'Gensler was chairman of the U.S. Commodity Futures Trading Commission, leading the Obama Administration’s reform of the $400 trillion swaps market.' #401k #retirementplanning @SEC_News https://t.co/b5famQ3fyS
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
DOL Issues Missing Participants Guidance https://t.co/lIk9gshW0U
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit https://t.co/tUycyi7Afv
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'EBSA’s investigators helped missing and non-responsive participants recover benefits with a present value in excess of $1.4 billion.' #401k #retirementplanning @USDOL https://t.co/pgpJR66Sph
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Lawsuit Says Provider Used Plan to Promote Its Own Funds https://t.co/VnRu9iU4Eh
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.25K
Followers18.75K
Following356
Participants in a DST Systems Inc. 401(k) plan secured a $79 million payment to settle #ERISA complaint https://t.co/S6vNVcaJZ0 via @pensionsnews
#retirement #401k #definedcontribution #Litigation
#retirement #401k #definedcontribution #Litigation
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Investment Product and Service Launches https://t.co/eUWS6uxe68 https://t.co/f8CuKHYUfM
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
15th Anniversary of RPAY: 401k Advisors Intermountain https://t.co/iQgv4D5qIM https://t.co/3mSSbR3vZ2
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
Finally, @USDOL clarifies expectations for #retirement plan #fiduciaries regarding missing participants! #ERISA #compliance #401k https://t.co/AoYzwbqCry
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'EBSA’s investigators helped missing and non-responsive participants recover benefits with a present value in excess of $1.4 billion.' #401k #retirementplanning @USDOL https://t.co/pMo0KGwG45
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.25K
Followers18.75K
Following356
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Dueling Dismissal Motions Denied in BlackRock Self-Dealing Lawsuit https://t.co/sP4zCMtYSW
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'Gensler was chairman of the U.S. Commodity Futures Trading Commission, leading the Obama Administration’s reform of the $400 trillion swaps market.' #401k #retirementplanning @SEC_News https://t.co/0K1PkTP7EX
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'Retirement literacy remains low overall, with 89% of women and 72% of men receiving a failing grade on a 38-question retirement literacy quiz.' #401k #retirementplanning @TheAmerCol https://t.co/HQQFnIOc8N
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: #PSCAResearch #InTheNews via @themotleyfool The Average 401(k) Savings Rate: Will It Really Fund Retirement? https://t.co/k7KrHU5onu
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'Currently, more than half of plan sponsors include a managed account option in their plans' #401k #retirementplanning @lincolnfingroup @401kbrian https://t.co/ZQjpFcaLY6
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
The DOL’s Fiduciary Interpretation and Exemption: Impact on Rollover Recommendations https://t.co/ADOOweBDEd
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'One-third of all U.S. employers could be offering some form of student loan repayment assistance program in 2021' #401k #retirementplanning @401kbrian https://t.co/04LMs3JgK0
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.25K
Followers18.75K
Following356
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'The looming retirement crisis in America needs an innovative solution. It’s time a leader stepped up to the challenge.' #401k #retirementplanning @Annexus https://t.co/kMo1NItlvo
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Common Mistakes Advisers Make That Should be Avoided https://t.co/bT5Q2yBtLR https://t.co/5ND0uxzPJz
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Missing Participant Guidance Released by DOL https://t.co/zn3FfVgyi4
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
Rep. Richard Neal (D-MA) is calling for the implementation of auto-IRAs and auto-401(k)s as part of the framework. He also calls for making the Saver’s Credit refundable and building on changes from the SECURE Act.
https://t.co/a6Si0rs0Pp
https://t.co/a6Si0rs0Pp
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
“In fiscal year 2020 alone, EBSA’s investigators helped missing and non-responsive participants recover benefits with a present value in excess of $1.4 billion.”
#NAPAnet
https://t.co/HK4u4tnkW3
#NAPAnet
https://t.co/HK4u4tnkW3
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
HUB International Acquires Alpha Pension Group https://t.co/XuMYB7UcDh
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'TIAA is offering at-home COVID-19 testing to its employees' #401k #retirementplanning @TIAA https://t.co/T3Z1Jt23Ih
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
2021: The Year Ahead For Employers https://t.co/r7f5SSg5Ar
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
'88 percent of those workers surveyed said that when searching for a new position, they would look for one that offers complete flexibility in their hours and location.' #401k #retirementplanning @citrix https://t.co/i6hw7WNyp3
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: #PSCAResearch #InTheNews via @Forbes 60% Of Workers Dipped Into Retirement Funds During 2020 https://t.co/swulWuDeUH
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
The company calls for four reforms to 'restore fairness and balance to the fiduciary liability regulatory framework for retirement plan fiduciaries.' #401k #retirementplanning https://t.co/SVretyMgMi
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Retirement Plan Advisors Advantage - January 2021 https://t.co/EeQyDDk96I
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
No Surprises: Congress Enacts Surprise Bill Law and Adds Mandatory Billing Transparency https://t.co/oxnPKEDyyM
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
DST Systems, Investment Manager Settle Lawsuit Over Risky Retirement Plan Investment https://t.co/8d6qkyxcla
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Latest Relief Package Extends Provisions for Small Business Employers https://t.co/v5xy057Ugw
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.25K
Followers18.75K
Following356
Rep. Neal targets broad #retirement security agenda in 117th Congress https://t.co/TVgwtIcQv2 via @pensionsnews
#Washington #definedcontribution #401k #403b #ERISA #investing #retirementsecurity
#Washington #definedcontribution #401k #403b #ERISA #investing #retirementsecurity
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Year-End Stimulus Bill Includes ERISA Disclosure Requirements for Certain Group Health Plan Service Providers https://t.co/o2XQArOCUL
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
15th Anniversary of RPAY: Capital Strategies Investment Group https://t.co/OvVx0nJB8J https://t.co/vPMRUNRLPp
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
5 Top Trends In Workplace Class Action Litigation: Trend #5 Class Certification Trends https://t.co/XFD3XESmX7
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: #PSCAResearch #InTheNews via @barronsonline Retirement in Brief: A Pair of Pandemic Surveys Examine Workers’ Changing Expectations, and Companies’ 401(k) Matches https://t.co/iqIWP4eEGT
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.40K
Followers1.61K
Following1.58K
‘Euclid believes the cases are the result of opportunistic attorneys rather than true discontent among participants.’ #401k #retirementplanning #401kspecialist https://t.co/l0gOXcgekt
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
DOL Issues Final Rule on Proxy Voting by ERISA Plans https://t.co/J654UBnXck
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Vail Resorts Wins Dismissal of ERISA Fiduciary Breach Lawsuit https://t.co/MT9meunmkA
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
401(k) Plan Administrator Sues VALIC Over Surrender Fees Charged to Plan https://t.co/625QylUWtr
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Stimulus Bill Adds New Disclosure Requirements for Consultants and Brokers to ERISA Health Plans https://t.co/YWLIP9bNW1
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Retirement plan experts anticipate an increased growth in prominence for PEPs. https://t.co/gbAvu6EE0t
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Plaintiffs Petition SCOTUS in Wells Fargo Stock-Drop Litigation https://t.co/pR1Fzs2Nkm
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
DOL’s Final Rule on Investment Duties of ERISA Fiduciaries and its Impact on Retirement Plan ESG Investing https://t.co/stQ7MGkHA6
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
When high school students study American history 50 years from now, Trump’s name will appear twice. First as an impeached President; second as a President who sent his followers to riot at the Capitol to disrupt the certification of his successor. Sadly, that will be his legacy.
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
The Friday Five: Five Current ERISA Litigation Highlights – January 2021 https://t.co/dGGS2MeWoJ
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Securian to Offer Education Benefits to Retirement Plan Clients -- https://t.co/ienpEXqR2G
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Biden Picks Boston Mayor to Lead DOL -- https://t.co/XCbhsH2Rnn
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Retirement Industry People Moves https://t.co/mu282Qju7S https://t.co/z8wDTO12JN
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Economic Recovery Started in 4Q20, Charles Schwab Says https://t.co/6li2DbWNv1
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Tell Me More, Tell Me More…Fee Disclosures are Coming for Group Health Plans https://t.co/iNRIwo63Yc
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
$30 Million Settlement Reached in Lawsuit Over DB Plan Funding https://t.co/lDcTup4dFt
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Supreme Court Rules ERISA Does Not Preempt Arkansas’ PBM Regulation https://t.co/utOG5QKIE9
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Securian Financial, Benefit Ed Partner on Education Benefits https://t.co/m3ZmBR7Czh
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Biden Administration Nominates Marty Walsh as Secretary of Labor https://t.co/tYpQ6cOxYr
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Class Action Quarterly Update https://t.co/lkJLp1xq3W
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Class Actions Quarterly Update: Supreme Court https://t.co/UpbMUSqZkt
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
ESG Investing and Retirement Plans https://t.co/gV1WwhXwkX
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
2020 M&A Dust Settles, Showing Another Record https://t.co/jjJ8hMLOB2
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Franklin Templeton Partners With Vestwell on Adviser Managed Account Platform https://t.co/wuuIVjkyAj
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
The election of the two Georgia Senate Democratic candidates—and the resulting shift in control of the U.S. Senate—could have profound implications for President-elect Joe Biden’s policy agenda—including retirement plans.
https://t.co/z412dQ1xBl
#napanet #election #Senate
https://t.co/z412dQ1xBl
#napanet #election #Senate
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.27K
Followers5.12K
Following242
Experts believe the retirement plan advisory space will consolidate at an increasingly faster pace than in previous years.
https://t.co/i3OeiDBEu7
https://t.co/i3OeiDBEu7
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Marsh & McLennan Acquires Compass Financial Partners -- https://t.co/xsKPFnDgCR
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Supreme Court Holds that ERISA Does Not Preempt Arkansas PBM Law: The Impact on Employer Sponsored Group Health Plans https://t.co/IloGqboD89
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Coca-Cola bottler sued over their 401(k) Plan https://t.co/CCkCOTITpJ
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Sageview Acquired by Aquiline Capital Partners -- https://t.co/8kj5i2NplT
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Empower Retirement Closes Acquisition of MassMutual Retirement Plan Business -- https://t.co/C3ae7Gsujb
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
PCS Retirement Acquires Alliance Benefit Group–Rocky Mountain -- https://t.co/Jrho1fAuP1
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
The 401k Plan Company Launches California PEP - https://t.co/2zJr75beXS
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.53K
Followers457
Following3
Trump Era DOL Rules - Will They Remain Under a Biden Administration? https://t.co/OC0beBj9LA
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Partial Plan Termination Relief Explained
https://t.co/dvWyzhfBTZ
https://t.co/dvWyzhfBTZ
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
We are on the cusp of a new year, and there are some important developments to keep in mind as 2021 arrives.
https://t.co/D60l8ozchU
https://t.co/D60l8ozchU
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
“Division staff has assessed the results of its initial Regulation Best Interest examinations and now that approximately six months have passed since the Regulation Best Interest compliance date...
https://t.co/G3cOIXj3dI
https://t.co/G3cOIXj3dI
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
The year 2020 provided unique circumstances. Among them are employers that are not paying bonuses this year but whose employees nonetheless have been logging overtime. A recent blog entry examines the potential consequences... https://t.co/JToILXLC3G
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
President Trump Signs COVID Relief Bill
https://t.co/2s76L1kLg9
https://t.co/2s76L1kLg9
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
If you like movies, this is for you. Two of our securities lawyers give their takes on the best holiday movies and then move on to their views on the best Wall Street movies. Its fun. Enjoy. https://t.co/SttZN8aRFG
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Nevin is talking Santa and retirement! https://t.co/MWXMasJ0rf
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Plan Fiduciaries: You Have No Right to Vote - https://t.co/FvZ5eu2ISL
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
NAPA Unveils the 2021 Top Retirement Plan Advisors Under 40 - https://t.co/8ZkHOqUrHf
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
Breaking News: COVID Relief Bill Includes Retirement Relief
https://t.co/2frsWjI21h
https://t.co/2frsWjI21h
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Partial Plan Termination, PPP Relief in COVID Deal
https://t.co/THHwViM8Cd
https://t.co/THHwViM8Cd
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
Breaking news: New COVID-19 relief bill has retirement provisions. Read more at: https://t.co/gq1gE7LRuR
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
Impact Analysis webinar re #DOL #FiduciaryRule / #Advice exemption on Banks and RIAs starts in 30 min.! Join @PensionResource, @RetirementLaw & Fi360, A Broadridge company reg at: #erisa #rollover #CompeteComply https://t.co/SSLIMnqLC0
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
From our families to yours: Happy holidays! https://t.co/mwDgiIvEGW
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
PSCA's 63rd Annual Survey is out now. Record savings rates and and a jump in key plan design trends are among the findings. Read more at https://t.co/TMZXfKu0MF #401k #retirement #PSCAresearch
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
.@PensionResource Member Roundtable Re #DOL #FiduciaryRule / #Advice exemption starts in 1 hr!
#ERISA #CompeteComply
#ERISA #CompeteComply
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
The DOL has unwrapped a new exemption, one that is slated to become effective 60 days after it is published in the Federal Register—and yes, that would fall after Jan. 20
https://t.co/pyLTvjyCmu
https://t.co/pyLTvjyCmu
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
Looking for plain English translation re impact of #DOL #FiduciaryRule / #Advice exemption on Banks and RIAs? Join @PensionResource, @RetirementLaw & Fi360, A Broadridge company Friday 12/18 at 2 ET reg at: https://t.co/12YKr2xJUf
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
DOL Unwraps New Fiduciary Standard as a PTE
https://t.co/c1ktBWG3HA
https://t.co/c1ktBWG3HA
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
More from @WSJ on #FiduciaryRule / #advice exemption at #ERISA #Rollover #CompeteComply https://t.co/PdF1HKfBmx
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
Hot off the presses #DOL #Advice exemption / #fiduciaryrule 3.0 final rule is available at https://t.co/8a16i1deqo
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
Stayed tuned as it looks like the #DOL #advice exemption / #fiduciaryrule will be released this afternoon ... @PensionResource Member Roundtable is on for Thurs. 12/17 at 3 ET. https://t.co/Sb716bT4WO
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
BREAKING NEWS: DOL Fiduciary Rewrite Ready for Liftoff?
https://t.co/4MnVrhmF1b
https://t.co/4MnVrhmF1b
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
What Will Retirees Owe in Taxes on Retirement Income?
https://t.co/rl4XJ9Ti21
https://t.co/rl4XJ9Ti21
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
The latest Wealth Management M&A Transaction Report from Fidelity reveals that November was the single largest month for M&A activity by a significant margin since the firm began tracking activity in 2016
https://t.co/wSEPI3r0mz
https://t.co/wSEPI3r0mz
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
Here’s an article from the WSJ about the DOL exemption for investment advice to plans, participants & IRAs. The day this was published the DOL sent the final rule to the OMB but it has not been released. We won’t know what it says till its approved & published in the Fed Reg. https://t.co/XO405adGkA
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: #PSCAresearch #IntheNews via @NAPA401K New 403(b) Survey Finds Signs of Strength, Concern
https://t.co/Jfek9bsHef
https://t.co/Jfek9bsHef
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
Reports of the #fiduciaryrule 3.0 / #DOL advice exemption's death upon arrival may be greatly exaggerated.. 5 USC §553(d)(1) provides: "The required publication or service of a substantive rule shall be made not less than 30 days before its effective date…https://t.co/d65Zq9Kl7H
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
Join us for our 2020 Fiduciary Year in Review and a Look Ahead with Blaine Aikin and Duane Thompson, Thursday, December 10 at 2:00 p.m. ET.
https://t.co/hLlvohFJ0J https://t.co/0J9VqhYZex
https://t.co/hLlvohFJ0J https://t.co/0J9VqhYZex
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Today WE are pleased to announce the 2021 Top Retirement Plan Advisors Under 40! Check out the list!
https://t.co/SM3WmeQXv0
#ACES #NAPA401k https://t.co/7m0vyEFIw2
https://t.co/SM3WmeQXv0
#ACES #NAPA401k https://t.co/7m0vyEFIw2
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
The DOL expanded its definition of fiduciary investment advice to capture many more investment and rollover recommendations. Then it issued a proposed exemption for the conflicts arising from those recommendations...but with conditions. This post is about those conditions. https://t.co/fwRNrPE9NG
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Important message: First, you’ll want to mark your calendars for September 12–14—we moved it back from the original April dates to provide plenty of time for pandemic issues/concerns and travel restrictions to settle
https://t.co/LEoQtzUt10
https://t.co/LEoQtzUt10
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: #PSCAresearch #InTheNews via @401kspecmag 3 New Year’s Resolutions for 401k Plan Sponsors
https://t.co/LdLU9Rjsu0
https://t.co/LdLU9Rjsu0
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: 403(b) sponsors see little investment reaction to COVID-19 via @Steyer_PI at @pensionsnews https://t.co/k1YUiHIBXg #PSCAresearch #InTheNews
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Judge Rebuffs 401(k) Excessive Fee Settlement
https://t.co/SLxfOwTN9y
https://t.co/SLxfOwTN9y
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
CRS Examines Access to, and Participation in, Employer-Sponsored Plans
https://t.co/sP6DFBW6bT
https://t.co/sP6DFBW6bT
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Qualified Charitable Distributions in 2020
https://t.co/Y2Pf6WdH7b
https://t.co/Y2Pf6WdH7b
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
The DOL’s final exemption for conflicts resulting from nondiscretionary fiduciary advice has been sent to the White House (the OMB). But its a day late and a dollar short, as the old expression goes. To see what that means, here’s a good article by Melanie Waddell. https://t.co/e4WtWK3dXb
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
ATTENTION: ARA members to check out the work that ARA PAC is doing on Capitol Hill!
https://t.co/5VDq95SBZc
#retirement #PAC
https://t.co/5VDq95SBZc
#retirement #PAC
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
#Rollover recommendations are increasingly more regulated and will be the subject of more scrutiny. Here’s an article by Bruce Ashton and me about the #DOL and #SEC positions on rollover recommendations. Forewarned is forearmed. https://t.co/YMDqHLkVFh
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
PSCA's new snapshot survey of 403(b) plan sponsors, sponsored by @principal, shows that most are staying the course with plan contributions, for now. Read more at: https://t.co/Zmnix0vaPv
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
The final rule on “Fiduciary Duties Regarding Proxy Voting and Shareholder Rights” was received at the Office and Management Budget on Nov. 25
https://t.co/jdMXaEGqOc
#NAPAnet #DOL
https://t.co/jdMXaEGqOc
#NAPAnet #DOL
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Well, we are certainly #thankful for you @nevinesq and all our napa members! Take a look at what Nevin is thankful for you'll be glad you did. https://t.co/IkoxFrEYG5
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
We want to send our wishes a day early as you prepare for Thanksgiving! #Thankful https://t.co/Jd2ZSQeGua
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
With #SEC Chair Clayton leaving his post in the near future, the obvious question is what does that mean for guidance and enforcement—particularly with a Democratic administration coming in. Here’s what my partner Jim Lundy had to say: https://t.co/Mfg1kcHJBS
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Take a look to see how financial literacy impacts plan participants https://t.co/BKdKLuk9JM
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Steady Growth for Self-Directed 401(k) Balances in Q3
https://t.co/jOzQKbPdCj
https://t.co/jOzQKbPdCj
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
. @usa_retirement Pushes for Clarifications on Lifetime Income Illustrations
“The ARA believes that the IFR strikes the right balance with focused requirements that will provide participants and beneficiaries..."
https://t.co/7MPorPyNXL
“The ARA believes that the IFR strikes the right balance with focused requirements that will provide participants and beneficiaries..."
https://t.co/7MPorPyNXL
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
What Are the Biggest Practice Issues for Advisors?
We asked the advisor attendees of the 2020 NAPA 401(k) Summit what they thought the biggest issues would be for their practice over the next 12 months.
https://t.co/xknTSqxMmC #napaadvisors #NAPA401k https://t.co/iuoL8RuWfy
We asked the advisor attendees of the 2020 NAPA 401(k) Summit what they thought the biggest issues would be for their practice over the next 12 months.
https://t.co/xknTSqxMmC #napaadvisors #NAPA401k https://t.co/iuoL8RuWfy
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
It's the final day of #ASPPAallaccess make sure you are set with all your CE and check out today's sessions 2020 Election Results and Ask the Experts! https://t.co/3JNFnncZaE
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
Each calendar quarter I put together my most popular blog articles for the prior quarter. Here are the articles for the 3d quarter 2020. Interestingly, they all had to do with the SEC’s best interest standard of care. https://t.co/Dj0dyL3O6j
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
The booths are still open for #ASPPAallaccess attendees!! check out @ActuarialSysCo !
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
The booths are still open check them out! https://t.co/hRGVtIFjoA
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: 403(b) retirement plan sponsors shifting focus #PSCAresearch #InTheNews https://t.co/DQYuMzkFpK
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
Thought you all might be interested in this. Now is a good time to have your Form #CRS reviewed in light of the #SEC interest and the discovery of deficiencies. https://t.co/mKDaAyMFed
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
Participate in PSCA's Annual #NQDC survey and get a free copy of the report. Deadline November 30: https://t.co/VakI0wW34S
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Don't miss Today's webcast, 401(k) Playbook for Advisors in Growth Mode @forcemanager Still time to get a spot!
https://t.co/EDi7MYGvAy #NAPA401k https://t.co/LhjNschGHT
https://t.co/EDi7MYGvAy #NAPA401k https://t.co/LhjNschGHT
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
2020: the year of disruption. Let’s make 2021 the year we “embrace change!” Attend PSCA’s 2021 National Conference, offered virtually April 19–20. Plan sponsor members (including CPSPs) attend free! https://t.co/zpM8HtplK3
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: Top retirement planning tips everyone can follow to save more money, even in a pandemic #PSCAresearch #InTheNews https://t.co/9nNurwnnlZ
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
It's almost time for #ASPPAallaccess Happy Wednesday! https://t.co/9epyNQkAfm
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Advisors Taking Notice of Digitally Innovative Firms
https://t.co/F8BeaqY2RU
#NAPA401k #industrytrends
https://t.co/F8BeaqY2RU
#NAPA401k #industrytrends
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
Retirement Plan Sponsors: What impact is the CARES act and COVID-19 economics having on your #401k plan? Let us know: https://t.co/NBcbPDsQns
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: There’s a New Top Priority for 403b Employee Education #PSCAresearch #InTheNews @principal https://t.co/q2tqaSlyHg
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
We were voted the top ERISA practice for advisors in the Financial Advisor IQ Awards. We appreciate the opportunity to work with advisors in serving retirement plans & helping workers. Here’s a link to a recording of the awards. We’re near the end. https://t.co/qJfe4kld4s
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
What lies ahead for #retirement plan #advisors? Join me, @AmericanCentury, @CallanLLC & @newsfromIN to discuss today at 4 ET. Reg at #ERISA #401k #CompeteComply https://t.co/vLlhfbVjn6
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.50K
Followers2.28K
Following1.15K
Last Chance: Don't miss Thursday's webcast, 401(k) Playbook for Advisors in Growth Mode @forcemanager https://t.co/EDi7MYGvAy
#NAPA #401k #Retirement #ERISApedia #ForceManager https://t.co/dTeo0IPEmv
#NAPA #401k #Retirement #ERISApedia #ForceManager https://t.co/dTeo0IPEmv
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: Reconsidering Plan Loans During the Pandemic https://t.co/DeZJlvCUAI #PSCAresearch #InTheNews
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
I see comments about divisions within the Democratic Party. Don’t worry. Here’s what Will Rogers said a long time ago & is still true: “Democrats never agree on anything, that’s why they’re Democrats. If they agreed with each other, they’d be Republicans.”
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: 2021 Retirement Plan Limits - most limits stayed the same. PSCA's quick reference chart on the key changes: https://t.co/XqITn9z7T8
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
ICYMI: Reasons to Sign Up for a Health Savings Account https://t.co/4rUOaidl7e #PSCAresearch #InTheNews
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
Geez, this is terrible. How can someone do this to an election worker...or, for that matter, to anyone? How do we restore decency? https://t.co/0jY88pmrkb
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
Happy Friday!! It's the end of week 2! What workshop are you attending today? #ASPPAallaccess https://t.co/35GFbEcady
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
Congrats! https://t.co/mFqnWA2mMv
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
#ASPPAallaccess You don't want to miss this session. Honestly, you don't have to miss any of the sessions this year! https://t.co/N3iMMVRB3d
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
#ASPPAallaccess Q&A starts at Noon est today! https://t.co/sSh4jFqnbU
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
Week 2 is in full swing! What were your favorite sessions from today? #ASPPAallaccess https://t.co/WOyrkwXyjl
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
Where did the DOL land on #ESG rule & #ERISA #fiduciary duties? Here is the final rule: (194 min. read .. hint - scroll to the bottom) #401k https://t.co/rtKk78Cdp9
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
The #DOL issued a proposed prohibited transaction exemption to allow conflicted advice to plans, participants and IRAs. And the DOL expanded the definition of who is a fiduciary to capture most advisors. Here’s the story behind that: https://t.co/Q1ABm6opTS.
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
House Lawmakers Target State Financial Transaction Taxes
https://t.co/CNjjCXVwfd
https://t.co/CNjjCXVwfd
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.11K
Followers2.09K
Following255
Interesting stuff if you are regulated by the SEC. https://t.co/8sm2sFML51
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
.@USDOL investigators continue to rack up record recoveries ($3 billion in fact) through #ERISA enforcement & #compliance programs.. more @NewsFromIn https://t.co/A6FKSRVk4g
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
#ASPPAallaccess day 2, Speakers you don't want to miss! https://t.co/EmKQqOsPGR
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
Day 2 will be starting soon! Are ready for some PENSION GEEK talk? We are! https://t.co/EyHeQyNbhq
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
Don't forget to visit the ASPPA virtual booth! Hear about all the great work we've been doing alongside you to ensure retirement for all Americans! We will be there at NOON today!! #ASPPAallaccess https://t.co/Q9rV6DQCVA
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
IRS Announces 2021 Retirement Plan Contribution Limits for 401ks -- https://t.co/V7x25hrS0o
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
You don't want to miss any of these sessions! #ASPPAallaccess https://t.co/5u0oOG6xC7
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
#ASPPAallaccess Speaker highlights! TPA track https://t.co/Yehe2YhHfU
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
Have you checked your email today? It's time to log in and set up your #ASPPAALLACCESS profile https://t.co/BFSo5DxCKS
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
Tomorrow starts the first-ever #ASPPAallaccess
Few things to check:
1. Have you received your login email?
2. Have you logged in yet?
3. Did you upload your best photo?
4. Do you have a pen and paper?
5. Are you ready?!?!
Few things to check:
1. Have you received your login email?
2. Have you logged in yet?
3. Did you upload your best photo?
4. Do you have a pen and paper?
5. Are you ready?!?!
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
We like to call this speaker group AJA! #ASPPAallaccess https://t.co/zbv6cejFnt
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
We are sooooo excited we forgot the second "s" in #ASPPAallaccess https://t.co/Sh1yott3wP
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.45K
Followers4.37K
Following1.74K
Get ready!!! #ASPPAallacces begins Monday!!!!!! https://t.co/kbKYJ5ru5m
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
PSCA's 2020 403(b) Plan Survey, sponsored by Principal, is available now - find the latest trends here: https://t.co/06I2bOZawD #403b #retirement #nonprofit
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.76K
Following348
403(b) Plans are focused on retirement planning education more than ever, shows PSCA's 2020 403(b) Plan Survey, sponsored by @principal. All key plan measurements increased in 2019 - found out more here: https://t.co/06I2bOZawD #403b #retirement #nonprofits
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
New #401k litigation trend? Schlichter says he's not targeting #MEPs for #ERISA #fiduciary breach claims, but time will tell.. @NewsFromIN digs deeper at: https://t.co/HLBSAGiF6z
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Empower and Fifth Third Bolster Service to Retirement Plan Clients With Acquisition Agreement - https://t.co/U5LevYkvhp
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
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
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Empower to Acquire Retirement Plan Business of MassMutual - https://t.co/cX5LawLMLN
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
"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
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
#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
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
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
https://t.co/oC1tAY6YHc by @usnews
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
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
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
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
Sharpen your sales strategy with our Lead Gen & Nurturing Best Practices Guide. Download here!
https://t.co/jSj7s11CL9
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
"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
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
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
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
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
https://t.co/dDf5wieTXi https://t.co/419H0oZfzY
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
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
https://t.co/FlnBj9AKWq
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
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
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
.@Broadridge Starts Fi360 Remote Exams: Tech Roundup | ThinkAdvisor https://t.co/vChgJPlfir by @ThinkAdvisor #fiduciary #readyfornext
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
#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
Reg. at
JD Carlson Mark Palmini@401kplandesignnsen Justin Ma@ChadJohansen7 Carlson https://t.co/QNMtAUtY0l
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
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
https://t.co/BoGj7Vckav https://t.co/Sm0fyvG0p0
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
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
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
"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
https://t.co/pQfKI1TuCn
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
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
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
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
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 Tweets775
Followers1.03K
Following669
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.
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
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@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
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!
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
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
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
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
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
More perspectives on @USDOL proposal re #ESG investments in #ERISA plans.. #401k #Fiduciary https://t.co/D9vCLENtXY
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
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
Fi360's John Faustino gives some perspective on these often disparaged products.
https://t.co/R45oCymSU9
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
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
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
Today at 2PM EDT: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/UX3revmvcE #masterclass #retirement #DCplans https://t.co/VL8XzxQ8CE
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
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@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
Today from 2-3PM: Webinar on Making the Case for #StableValue. https://t.co/OiMpEtamqr #masterclass #retirement #fiduciary https://t.co/vZUKItRMXS
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
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
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
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@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
Coming up next week: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/aNNOGDw7qN #masterclass #retirement #DCplans https://t.co/2bmq36pOmn
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
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
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
New webinar! 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/AHqOhAQ0cA #masterclass #retirement #DCplans https://t.co/DTvntrDfYh
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets601
Followers1.27K
Following630
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@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
Advisors Scrambling to Meet Reg BI Compliance Deadline | ThinkAdvisor https://t.co/bJy1or82l4 by @ThinkAdvisor
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
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
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
American Retirement Association Statement on the Death of George Floyd. https://t.co/HmcJgftuF2
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
The sound of silence https://t.co/ReEkBvasof by @investmentnews
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
DOL Announces Significant Deadline Extensions and Other Disaster Relief for Employee Benefit Plans - https://t.co/LA9AiZ3Zxr
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Working through DC plan communications in a pandemic - https://t.co/PvCNTCctzE #dc
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
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
Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid Roundup | ThinkAdvisor https://t.co/7DlElEznCp by @ThinkAdvisor
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
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
And be sure to register for upcoming sessions at https://t.co/t4t0UcDhPp. https://t.co/PBOk4Xg4ND
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
One-Fifth of Large Retirement Plan Sponsors Say They Are Suspending 401k Matches - https://t.co/DbamWvzxTA
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
We’re happy you found this helpful! That is our mission, always 🙌🏻 https://t.co/S7LDF2xjOY
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
#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
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
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
https://t.co/C0KHo0gzeb https://t.co/TvBlWRRqNy
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.64K
Following1.26K
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
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
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 Tweets775
Followers1.03K
Following669
New @PensionResource Member Brief re: #CARESAct relief for #retirement plans and participants (and sample client-facing communication for you to white label) now available in PRI #compliance portal! #erisa #401k #competecomply https://t.co/l79NxvE3C2
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
We have compiled a list of FAQs highlighting some the most salient relief measures.
https://t.co/GTa2KEscgz
https://t.co/GTa2KEscgz
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
TRA Continues Expansion With Acquisition of Fred S. Shapiro & Associates - https://t.co/V4uBI5ZK1u
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
ERISApedia Announces Benchmark Reporting for 403b Plans - https://t.co/7HT3JKYjgp
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
The Small Business Retirement Plan Journey: Challenges - https://t.co/JbegnunenX
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
PSCA Releases Its 62nd Annual Survey Results - https://t.co/YLq6gfdviM
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
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
https://t.co/jUWOpy084v
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
ABG of Michigan to Merge With Sentinel Benefits & Financial Group - https://t.co/soFKUYrn2K
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
401k and Retirement Plan Limits for the Tax Year 2020 Announced - https://t.co/wERCqOlKq9
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Three firms Partner to Deliver Bundled Fiduciary 401k Services - https://t.co/5i4yCMbz8Z
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Department of Labor Proposes New Electronic Disclosure Rule - https://t.co/lZ32EKIPug
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Cetera Adds Participant Advice to Fee-for-Service Payment Model - https://t.co/w2Ym0HAgZJ
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Fiduciary Education Launches Online Course on Successful DC Plan Design - https://t.co/SgqAU726ej
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Projected 401k and Retirement Plan Limits for the Tax Year 2020 - https://t.co/pBzlbWfS3T
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Millennium Trust Launches Small Business Retirement Solution - https://t.co/SVSfFGWV6b
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Nuveen Adds Target-Date CIT Series to Its Retirement Product Suite - https://t.co/LbCB4PFg1q
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Broadridge to Acquire Fi360 - https://t.co/bLSoHtmcn2
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Millennium Trust Launches Retirement Savings Selector Tool for Small Businesses - https://t.co/TnySOn7cff
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
TRA Announces the Acquisition of Two Retirement Groups - https://t.co/pgSwFDsjEo
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Four Ways to Improve 403b Plans - https://t.co/V1pPTEzFt0
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following193
Wasatch Advisors Rebrands as Wasatch Global Investors - https://t.co/FZNeOGDfvT
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
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
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
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_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
#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
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
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
Happy Birthday 401(k)! https://t.co/6KNOb0xI2A
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
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_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
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
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
IRS Goes Paperless with its Voluntary Correction Program! @ASPPA https://t.co/F6usegSUGq
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.00K
Following939
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
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
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NJ Reviewing RFI Responses for Small Biz Retirement Marketplace #ntsa403b @NTSA403B https://t.co/DkmAqZNwU9
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
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Following939