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

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

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401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

5 hours ago

'Employees can choose to keep their savings in Unum’s 401k plan after retirement as an affordable option to managing their savings.' #401k #retirementplanning @401kbrian @unumnews https://t.co/WmVBlAOshq
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

20 hours ago

'Having this information and control in the palm of their hand may also decrease some of the anxiety that can accompany planning and saving for future expenses' #401k #retirementplanning @johnhancockusa @401kbrian https://t.co/kJkdAkX1O7
1 3
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

20 hours ago

#Maine passes bill to create auto-IRA #retirement savings program https://t.co/yuriO99zCN via @pensionsnews

#investing
1 1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

20 hours ago

The Maine Legislature passed a bill to create an #AutoIRA for workers whose employers don't offer #retirementplans: https://t.co/yuriO99zCN
1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

21 hours ago

California Public Employees' Retirement System re-enlists @buckglobal to certify #pension plan asset values but not without an objection to the selection methodology: https://t.co/7Kz11PsIzE

#PensionFunds #PublicPensions #RiskManagement #Governance #ESG #CalPERS
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

21 hours ago

The LHD/ERISA Advisor – June 2021 https://t.co/CUWgO88uCn
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

22 hours ago

.@unumnews adds managed retirement fund to #401k plan, pairs it with withdrawal options: https://t.co/1epyr3EEt2
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

22 hours ago

House passes #ESG disclosure bill, but prospects uncertain in Senate: https://t.co/IKkLaehlPq

#Legislation #Investing #Equities #SEC
3 1
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

22 hours ago

'Although lay fiduciaries have extraordinary control over many of our investments, they tend to be underappreciated by both themselves and their beneficiaries' #401k #retirementplanning https://t.co/7ipG8hjbnF
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

23 hours ago

Marin County Employees' Retirement Association shifts to #Russell1000 index from the S&P 500: https://t.co/qydpDKHHbB

#MCERA #PublicPensions #Investing #MoneyManagement
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

23 hours ago

📢 @TAAssociates has acquired a "significant minority" stake in @ApexGlobalGroup, a global financial services firm: https://t.co/C2dPEU3B9R

#PrivateEquity #Alternatives
1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

San Diego County Employees Retirement Association takes a step toward risk-reduction with change to its asset allocation for fiscal year 2022: https://t.co/XoeqrpQ7nr

#PublicPensions #Equities #FixedIncome #RiskManagement #SDCERA
1 2
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

1 day ago

The Courts and Healthcare Policy - June 2021 https://t.co/dmKfrZLQca
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

1 day ago

EBSA Issues Guidance On Disclosure of Phone Call Recordings https://t.co/IHo00wrjR6
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

1 day ago

COVID presented unique challenges for frontline workers, something he witnessed firsthand. #401k #retirementplanning @syedmnishat https://t.co/uZfYW0MWsc
1 1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

Lily Burkhart, global head of diversity and inclusion for @JPMorganAM, explains how #diversity and #inclusion play a big part in retention within the #assetmanagement industry. https://t.co/7yqfXUIlta
2
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

Ontario Teachers' Pension Plan aims to double investments in #infrastructure: https://t.co/9ddcFVteG2

#PublicPensions #Alternatives #ESG #Investing #OTPP
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

1 day ago

Audio Recordings Are Up for the Taking! https://t.co/KrW1Q9EgtG
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

In a world of historically low interest rates, what place do sovereign bonds have in a portfolio? Seth Weingram and Ram Thirukkonda of Acadian Asset Management LLC consider the allocator's dilemma: https://t.co/FGI95pMMUX

#Commentary #RiskManagement #FixedIncome
1 2
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

1 day ago

Stable value’s role in decumulation strategies and retirement income will increase, and it’s used more and more in custom target-date portfolios. #401k #retirementplanning @TRowePrice https://t.co/aUbwyvUQz6
1 2
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

1 day ago

ICYMI: #PSCAResearch #InTheNews via @ASPPA Behavioral Finance: New Ingredient in Finance and Investment Recipe
https://t.co/OMPwhUWahG
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

The Washington State Investment Board taps chief investment officer Allyson Tucker as its next CEO. #WSIB plans to fill CIO role later this year: https://t.co/DwulKcZULz

#PublicPensions #RetirementPlans
3 1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

Chris Cowan named managing director at #realestate investment firm Arc Capital Partners: https://t.co/rRlbJU705X

#Alternatives #RealEstateInvesting #MoneyManagement
1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

New Maine law requires state pension fund to divest #fossilfuel companies: https://t.co/VqhTvcnm9s

#Investing #ESG #PublicPensions #Alternatives #Divest
4 1
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

1 day ago

'HSAs are designed to be saving vehicles, yet most consumers today use them as spending accounts' #401k #HSA #retirementplanning @Alegeus https://t.co/iTAcUbgIOb
1 1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

Funding from U.S. corporate taxes has shrunk over the past several years. New Pensions & Investments interactive graphics: https://t.co/zCUnsIoiUp

#IRS #WashingtonDC #CorporateIncomeTax #TaxLaw
1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

Saudi Arabia combining two state-run pension and unemployment insurance funds to form single entity with $29 billion in equity holdings: https://t.co/IolEfPcn8a

#PublicPensions #Investing #Equities
3 2
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

Charity pension fund deficits set to surge amid U.K. funding proposals: https://t.co/iah5XdULrv

#Pensions #DefinedBenefitFunding #PensionFunds
1 1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

New #philanthropy from CIFC Asset Management combines collateralized loan obligation (CLO) with $145,000 donation for #ESG charity @BlackGirlsCode.

Learn more: https://t.co/OMQ4q1Sc3G

#Alternatives #CLO #Investing #NonProfit
2
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

CarVal Investors has closed its fifth credit fund, exceeding its fundraising target by 20%: https://t.co/u7y65okdM5

#Alternatives #PrivateEquity #PublicPensions
2 1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

#CalPERS CEO says #PensionFund ready to restart CIO search: https://t.co/nnT2dUeJKO

#Investing #PublicPensions #Governance
4 4
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

Goldman Sachs removes two #mutualfunds from #401K investment options lineup: https://t.co/Xer9Mo8UC9

#MoneyManagement #RetirementPlans
2
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

Federal Judge rules @MetLife suit over underpaid pension payments can proceed: https://t.co/8A2xXlDM6r

#Litigation #Pensions #PensionFunding #DefinedBenefitPlans
1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

Shareholder advocates press companies on voter suppression and other election threats: https://t.co/btCM06NHxy

#Investing #ESG #PublicPensions #Governance #CalPERS #OPERF
1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

1 day ago

#PEPs, or pooled employer plans, are new to the 401(k) world but have real potential. Its important to know how they are structured, the pros and cons of using them, and how the conflicts are managed. https://t.co/aklVFwBJSi
1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

1 day ago

The #DOL’s new #fiduciary rule imposes a number of conditions on recommendations to plans, participants & IRAs. Investment advisers & broker-dealers need to be in compliance by December 21. Here’s a memo to a CCO about that work. https://t.co/TEOafW7A1r
1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

1 day ago

ICYMI: #PSCAResearch #InTheNews via @NAPA401K SECURE 2.0: Key Takeaways
https://t.co/4io1CCA68V
1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Pensions&Investments @pensionsnews

1 day ago

.@QinetiQ has insured $183 million in pension fund liabilities through a buy-in with @landg_group: https://t.co/Cz1mke0TCC

#PensionRiskTransfer #DefinedBenefitPlans #Pensions
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

1 day ago

Let them check out of your email list https://t.co/IaWEyY5Swh
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

2 days ago

‘Work-life balance remains a struggle with one in three women placing it as a top factor that makes them feel successful at work' #401k #retirementplanning @TRowePrice @WeAreOneDigital https://t.co/9kt1m7BzVS
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

2 days ago

You can hear from three different advisory practices and how they ensure that their clients have a well-structured retirement plan governance program that drives participants outcomes while keeping the organization out of harms way. Visit https://t.co/RSOMw1nOT9 to register! https://t.co/OU0ABeOOLa
1 1
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

2 days ago

'The underlying principle of the ESG Plan Certification is the recognition of providing an incentive for continuous improvement of plans to achieve this goal' #401k #RetirementPlanning @Voya @DalbarInc https://t.co/uiIUetMzdE
1 2
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

2 days ago

Just as we are working hard to deal with February’s #fiduciary rule, the #DOL announces another one is on the way. Here’s an article by @Think_MelanieW that discusses the upcoming proposal. https://t.co/lxkL0HDckK
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

2 days ago

50 State Map of MAC Laws – Can PBMs No Longer Rely on ERISA Preemption to Avoid Certain State Laws? https://t.co/bvmSvkrFlx
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

2 days ago

'Of the 41% who do not have a retirement savings account, 44% say they do not have money to save after expenses' #401k #RetirementPlanning @tghilarducci @InnovateEconomy https://t.co/WMsX1quvqc
2 2
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

2 days ago

The DOL Has Made This New Mental Health Parity Requirement a Top Enforcement Priority https://t.co/vvS5yqBJ8p
1
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

2 days ago

'Ultimately, it is impossible to know how many accounts are truly forgotten because zero empirical data is available on amnesiac 401k participants.' #401k #retirementplanning @RCHConsolidate @nevinesq https://t.co/6oXnwmtJCC
1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

2 days ago

ICYMI: #PSCAResearch #InTheNews via @ASPPA Meetings of the ‘Minds’—How Plan Committees Are Structured
https://t.co/FUKigcjooP
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

2 days ago

Control is a big deal https://t.co/Lm51DCOdKJ
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

3 days ago

Notices, Notices, Notices – Group Health Plans and COVID-19 Notice Fatigue https://t.co/ZtepNctBni
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

3 days ago

Need An HR Audit Checklist? Here You Go! https://t.co/BUZUoSg1PH
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

3 days ago

"The OMB’s posting is 'bureaucratic speak' for leaving options open to revisiting certain aspects of the fiduciary rule." #401k #retirrementplanning @PrestonRutledg5 @USDOL https://t.co/8xP2AZrI6s
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

3 days ago

Be in the know about SECURE 2.0! Attend tomorrow’s webcast to learn about key provisions that are relevant to you and your clients. | Complimentary for members: https://t.co/2L93mcqcNZ https://t.co/qf8lHfgFvk
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

3 days ago

Don’t miss tomorrow’s Third Thursday WiRC session “Intentional Networking,” hosted by Jessica Fox, Vice President of Strategic Relations at Prudential Retirement | Complimentary for members: https://t.co/fm19MhPUFg https://t.co/dCwOe2pvMO
1
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

3 days ago

'The vast majority of survey respondents associate their current physical, mental, and financial health with wellbeing.' #401k #RetirementPlanning @FTI_Global https://t.co/nxydYuE2Bh
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

3 days ago

Mountaire Corporation with @lincolnfingroup won a PSCA #siggy in the overcoming obstacles category for their campaign targeting employees who became eligible to participate in the retirement plan during the pandemic. Read more here: https://t.co/h1xnnxBbSK https://t.co/7nWrkwF79B
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

3 days ago

Don’t miss tomorrow’s Third Thursday WiRC session “Intentional Networking,” hosted by Jessica Fox, Vice President of Strategic Relations at Prudential Retirement. Complimentary for members! https://t.co/CwxphCziCB https://t.co/xEFIA2CPU9
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

3 days ago

It’s not your job to understand https://t.co/u67ofaIzDe
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

3 days ago

ICYMI: #PSCAResearch #InTheNews via @SHRM Reviewing Retirement Plan Committee Designs and Practices
https://t.co/TQg9VkKh15
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

4 days ago

Musings Of Retirement Plan Fiduciaries On Cybersecurity: Episode One https://t.co/Kn9G6YvhBO
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

4 days ago

Curious how innovation affects retirement planning? Well, join us next week when we discuss how this landscape is changing due to new technology, data, trend acceleration, and more. | Complimentary for members: https://t.co/nwyruCpSFe https://t.co/FlQb0jLgn9
1 2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

4 days ago

How are retirement benefits changing to meet the evolving individual or organizational needs? Find out at the NAPA 401(k) Summit, register at https://t.co/RSOMw1FqhJ https://t.co/uaRhVZP0tv
1 1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

4 days ago

Harrison Poultry, Inc. with @OneAmerica and OneDigital, won a PSCA #siggy in the overcoming obstacles category for their creative print campaign using employee testimonials to increase engagement with the company’s profit sharing plan. Read more at https://t.co/h1xnnxBbSK https://t.co/SxRToJtNEy
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

4 days ago

#DOL announces plan to "amend the regulatory definition of the term #fiduciary ... to more appropriately define when persons who render investment advice for a fee to employee benefit plans and IRAs are fiduciaries ..." under #ERIS…https://t.co/UuWdXXTGcl https://t.co/5WhW4SgdTl
3 2
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

4 days ago

In the end, there can be only a few PEPs https://t.co/gnDnrHlr7i
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

4 days ago

This Week at the Ninth: Poultry Preemption and ERISA Estoppel https://t.co/BQiXgj65p4
1
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

4 days ago

'HSAs are designed to be saving vehicles, yet most consumers today use them as spending accounts' #401k #HSA #retirementplanning @Alegeus https://t.co/4obdCXIarO
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

4 days ago

ICYMI: #PSCAResearch #InTheNews via @Benefits_PRO Here's what many retirement plan committees have in common: PSCA https://t.co/B3ZvayhE9z
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

5 days ago

Even the DOL is Issuing Cybersecurity Instructions https://t.co/WnLzoysPsH
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

5 days ago

'Her deep knowledge and expertise in the retirement industry include an understanding of how stewardship behaviors impact...a fiduciary’s decision-making process' #401k #retirementplanning @CafaroGreenleaf https://t.co/jsYXO8Dtic
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

5 days ago

Join us tomorrow for our webcast about Environmental, Social, and Governance (ESG) investing. We’ll discuss this multifaceted landscape and how it relates to retirement plans. | Complimentary for members: https://t.co/qRxa5KOAxv https://t.co/2eN4awoxxr
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

5 days ago

Here is a link to the #DOL’s regulatory agenda page where it discusses the new proposed #fiduciary regulation project. The estimate is that the DOL will publish it in December, suggesting a new final reg in mid to late 2022. https://t.co/BA2Fg5ZPuA
2
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

5 days ago

Werner Enterprises, with @EmpowerToday, won a first place #Siggy in the Overcoming Obstacles Category for their campaign targeting employees not taking full advantage of the new, higher matching contribution. Read more at: https://t.co/h1xnnxBbSK https://t.co/X5vtxHuJqk
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

5 days ago

'The adoption of DC plan design features helped more participants save for retirement and keep their focus on the long term' #401k #retirementplanning @Vanguard_Group @Vanguard_Instl https://t.co/WO9JVPHcUM
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

5 days ago

With institutional financial planning quickly becoming the new paradigm in employee benefit offerings, join us in a robust discussion on who is best suited to offer such services, and how advisors and providers can co-exist in this space together. https://t.co/RSOMw1FqhJ https://t.co/hdDRC3eRDv
2
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

6 days ago

The DOL just issued its Regulatory Agenda. It lists this project: This rulemaking would amend the regulatory definition of…fiduciary…to more appropriately define when persons who render investment advice for a fee to employee benefit plans and IRAs are fiduciaries 1/
1 5
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

7 days ago

SAS 136: The New Audit Standard for Employee Benefit Plans and Its Impact on Plan Sponsors https://t.co/ZWSks4VzHL
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

7 days ago

John Hancock ERISA Settlement Includes Appointment of Independent Consultant https://t.co/zEzwKcd8qC
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

8 days ago

How Financial Resiliency Can Lead to Better Retirement Preparedness: https://t.co/FXnI1nOlma
1 1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

8 days ago

Kimberly-Clark, the latest big 401(k) lawsuit https://t.co/arvrYvK18J
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

8 days ago

GAO report illuminates DOL enforcement of ERISA https://t.co/77fFU1pOIF
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

9 days ago

Time Has Come Today…For Form 5500 Season https://t.co/Yz2jP7jsxq
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

9 days ago

If you have questions about SECURE 2.0, don’t miss next week’s webcast with Andrew Remo — Director of Federal and State Legislative Affairs — and Will Hansen — Chief Government Affairs Officer. | Complimentary for members: https://t.co/2L93mc8BWr https://t.co/prjHmN04ro
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

9 days ago

Networking is not a mechanical process. To learn how that applies to you, join us next week for the Third Thursday WiRC session “Intentional Networking”! | Complimentary for members: https://t.co/fm19Mi7vwO https://t.co/CHNTjUPCXz
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

9 days ago

The more information we have about participants, the more tailored and effective our solutions can be. But are there – and should there – be limits to what we do with that data? Learn more during the summit! You can register at https://t.co/RSOMw1nOT9 https://t.co/CPOb51iJSX
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

9 days ago

Are Governmental Plans Exempt from ERISA? https://t.co/z5cqhlLJ2s
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

9 days ago

Capozzi Adler Files a Big 403(b) Suit: One of the most active ERISA litigation firms has now turned its attention to a mammoth 403(b) plan. Read the full article https://t.co/urp9LMOoe3
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

9 days ago

The Rosenbaum Law Firm Review - May 2021 https://t.co/v9IGOzRduf
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

10 days ago

DOL Weighs In With Cybersecurity Guidance, FINRA Issues Reminders on Options and Predispute Arbitration Agreements, NASAA Releases Annual State Advisers Report,... https://t.co/j2kRlnpeSl
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

10 days ago

'Employers have the choice to include cryptocurrency via a self-directed alt window inside the 401k alongside their investment lineup' #401k #retirementplans @ForUsAll401k @401kbrian https://t.co/YiLNZHWvzi
2 3
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

10 days ago

Networking is not a mechanical process. To learn how that applies to you, join us next week for the Third Thursday with WiRC, Intentional Networking! Complimentary for members! https://t.co/CwxphCziCB https://t.co/GSzfZZkIHa
1 1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

10 days ago

Khan v. PTC, Inc.—Three Important Lessons From An Otherwise Unremarkable 401(k) Fee Case https://t.co/4gFaf6MtyL
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

10 days ago

The #DOL’s fiduciary “rule’ became effective February 16. As a result, most #rollover recommendations are now fiduciary advice. That requires that the recommendation be prudent & in the best interest of the participant. To read more about what that means: https://t.co/xtSAXW4oqb
1
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

10 days ago

‘For as long as small balance 401k accounts are treated as problems to be disposed of... we’re going to get the same results' #401k #retirementplanning @RCHConsolidate https://t.co/K4Gtwk976B
2
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

10 days ago

Blanchett will be managing director and head of retirement research for the firm to 'help meet growing demand for defined contribution (DC) solution capabilities.' #401k #retirementplanning @pgim @PrudentialNews @davidmblanchett https://t.co/oPUG6fNbgX
1 2
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

11 days ago

'While the SECURE Act of 2019 reduced barriers for plan sponsors to offer in-plan income solutions, adoption has lagged' #401k #retirementplanning @blackrock https://t.co/mh6TwUxypi
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

11 days ago

Environmental, Social, and Governance (ESG) investing is a multifaceted landscape. Join us to learn about all the ways ESG can be interpreted for defined contribution plans. | Complimentary for members: https://t.co/qRxa5KOAxv https://t.co/QL5l6FsMzn
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

11 days ago

Has There Been a Climate Change For ESG Investing in DC Plans? Read more at https://t.co/stce1C0RrX
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

11 days ago

[Webinar] Protecting Your Employee Benefits Plan from Cybersecurity Threats | What Does the US Department of Labor’s Guidance Mean for Plan Fiduciaries? - June... https://t.co/FP6ZYlmjkW
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

11 days ago

'Regardless of the committee structure chosen, having a documented prudent process in place remains the best practice' #401k #retirementplanning @nevinesq @PSCA401k @usa_retirement https://t.co/OXEOYoQ2Oo
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

11 days ago

The participant shift from accumulation to decumulation is here and surveys show that 60% of plan sponsors are now considering offering lifetime income solutions. Join this discussion at https://t.co/RSOMw1nOT9 during the NAPA 401(k) Summit! https://t.co/basVcmgq0g
1 1
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

11 days ago

Red hot retirement plan industry M&A shows little sign of slowing. #401k #retirementplanning @401kconsultant @WeAreOneDigital https://t.co/QReexqaYAA
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

11 days ago

Call it a Comeback: The Likely Return of ESG Investing in ERISA Accounts https://t.co/4Q10QRwMxq
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

11 days ago

The problem with Solo 401(k) plans https://t.co/JubJasqnwY
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
401(k) Specialist Magazine @401kspecmag

11 days ago

'Fortunately, sustainable investing and profitable investing are not mutually exclusive' #401k #retirementplanning @401kbrian @RepAndyLevin @RepBrendanBoyle @RepCindyAxne https://t.co/YScv1DB1fu
1 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

11 days ago

2020 Hindsight: How Retirement Savings Changed and How It Didn’t - read the full article are https://t.co/hxuM3D7VTQ
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

12 days ago

Multiemployer Pension Plan Reform/Bailout May Be Greater Than Expected; Guidance Still Forthcoming https://t.co/MukmS1eoLM
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

12 days ago

Innovation is making a difference for retirement planning. But what does that mean for your clients? | Complimentary for members: https://t.co/nwyruC8hgE https://t.co/5gn5lNTChO
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

12 days ago

Administrative Exhaustion Is Required Even When Not Mentioned In Plan https://t.co/eq12taOnU6
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

12 days ago

Ninth Circuit Rules – State Pension Mandate Not Preempted Even Though An Employer Chooses Not To Establish ERISA Plan https://t.co/9LzlJQJ2KD
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

12 days ago

Different “Strokes”: Strategic Partners are From Venus and Advisors are From Mars - NAPA 401(k) Summit Registration is open! Check out this workshop and others at https://t.co/RSOMw1nOT9 https://t.co/6YOfhqVapB
1 1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

14 days ago

The Friday Five: Five Current ERISA Litigation Highlights - June 2021 https://t.co/3mXWzk20CR
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

14 days ago

DOL issues guidance on new fiduciary rule https://t.co/9Z168V0tWz
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

15 days ago

Learn what you need to know about SECURE 2.0! | Complimentary for members: https://t.co/2L93mc8BWr https://t.co/mllrn2Ci6H
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

15 days ago

Learn what you need to know about SECURE 2.0! | Complimentary for members: https://t.co/2L93mcqcNZ
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

15 days ago

DOL provides cybersecurity guidance https://t.co/TOGf8Uz1Us
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

15 days ago

Why did the #DOL issue its new #fiduciary “rule”? Here’s the answer. And, FYI, rollovers are prominent in the explanation. https://t.co/rY9uM2ikZv
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

16 days ago

A new survey by the Plan Sponsor Council of America uncovers some key consistencies in structure and approach. Read more at https://t.co/fo0bwSEajs
2 2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

16 days ago

What is ESG and why does it matter to advisors? Attend our webcast to learn about this dynamic space, how it relates to defined contribution plans, and more! | Complimentary for members: https://t.co/qRxa5KOAxv https://t.co/1NuYNU2hVG
1 1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

16 days ago

If you are interested in the new #DOL #fiduciary rule affects broker-dealers & their investment professionals, this could be a good program for you. Brad Campbell & I will over the legal issues, and the consultants from Oyster will talk about the work to be done by December 21 https://t.co/sJ122eDoCm
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

16 days ago

NAPA 401(k) Summit workshop 9 - Stressed “Test”: Mental Health in the Workplace. Register today at https://t.co/RSOMw1nOT9 https://t.co/E19HY3iFWE
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

16 days ago

New research from PSCA: Retirement Plan Committees How many members should be on your retirement plan committee? Read the results at: https://t.co/zODK6sBr0F #401k
2
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

16 days ago

1 1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

16 days ago

It doesn’t matter when you get paid, do your job https://t.co/pD7mU5OHpl
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
ERISA Watch @ERISAWatch

16 days ago

Are ERISA Breach of Fiduciary Duty Claims Arbitrable? https://t.co/yLsSmmGxkD
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

17 days ago

Enforcement & recoveries from #DOL investigations climb exponentially.. takeaway for financial institutions = "maintain a focus on ERISA compliance, not just when there’s a new rule that comes out." Read more from @EmileHallez @newhttps://t.co/Lnaf3VDhVg https://t.co/pcQDvMAR9o
1 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

17 days ago

Do you want to transform the way you network and, thus, maximize the value of your professional relationships? If so, join us for our next Third Thursday on June 17 at 4:30 p.m. | Complimentary for members: https://t.co/fm19MhPUFg https://t.co/i0DDsHPj4b
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

17 days ago

Enforcement & recoveries from #DOL investigations climbs exponentially.. takeaway for financial institutions = "maintain a focus on ERISA compliance, not just when there’s a new rule that comes out." Read more from @NewsFromIN at:…https://t.co/eny7j2DGL5 https://t.co/pcQDvMSs0W
2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

17 days ago

How Did May’s Markets Move the Average 401(k)? There’s an old adage that investors should “Sell in May and go away”—in order to avoid the summer market doldrums—but what about the average 401(k)? Read more at https://t.co/AxYykiQAk9
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

18 days ago

NAPA 401(k) Summit workshop - “On” Target?: The Case for Managed Accounts—Could Managed Accounts Replace Target Date Funds? Find out how the next evolution of advice programs can better engage participants, and help grow and protect your practice. https://t.co/RSOMw1FqhJ https://t.co/qrUHfOGP5M
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

19 days ago

One of the many NAPA 401(k) Summit workshops - An expert’s take on advisor and committee roles in writing and maintaining committee minutes. There’s a fine line between minutes being an impactful tool or a liability. Sign up today at https://t.co/RSOMw1nOT9 https://t.co/A3H1zdtJ1y
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fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

22 days ago

The #SECUREAct 2.0 has a number of interesting provisions that will help plan sponsors and participants. Retirement plan advisors should be aware of the progress of this bill so that they can help plan sponsors anticipate what will happen. https://t.co/IB2yQ8Ocjp
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

22 days ago

State Street Slapped With Excessive Fee Suit. Read more at https://t.co/6PxHkimd8K
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

23 days ago

Workshop 6 - “Cyber” Specs: The Opportunities and Challenges in an Advancing Digital Marketplace. See the full NAPA 401(k) Summit agenda, and register at https://t.co/YJjc2VduTj https://t.co/GG5xgt6tw7
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

23 days ago

5 Intriguing Aspects of SECURE 2.0: There’s a lot to unpack in what’s been called “SECURE 2.0”—but here are some aspects you may have missed. Read more at https://t.co/uuPs376T1y
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

23 days ago

The NAPA D.C. Fly-In Forum is a convergence of the nation’s elite advisors, for the purpose of engaging with key federal policymakers and advocating for legislative policy affecting the retirement industry. Visit https://t.co/N4C2cjSX1T to apply! https://t.co/i8VTe3rbLe
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

24 days ago

Here’s #BestInterest article #51. It discusses mitigation strategies under the new #DOL #fiduciary rule, PTE 2020-02. The mitigation provision applies to #brokerdealers and #investmentadvisers. The rule applies now, but a DOL policy could help till 12-20. https://t.co/WcnVJq4FbB
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

25 days ago

The new #SECUREAct 2.0 was reported out of committee and is moving towards becoming law later this year. If you would like to know more about the retirement plan provisions, the “Nevin&Fred” podcast, Episode 2, is your cup of tea. Here it is: https://t.co/AtQvWjog99
2
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

26 days ago

Just a reminder...the Beltway program will be Thursday. We’ll cover the latest on the fiduciary rule, ESG investing, the SECURE Act 2.0, and the SEC. You can sign up using the link below https://t.co/dmUK41fSp7
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

26 days ago

Participate in PSCA's 2021 #403(b) Plan Survey by June 4th and get a free copy of the industry's most comprehensive 403(b) plan benchmarking report. https://t.co/YMXEBNTYyq
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

27 days ago

Just in case you are interested in knowing more about the new #rollover requirements...particularly related to insurance products. https://t.co/vy1FPLhKUr
1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

29 days ago

ICYMI: A panel of experts discussed how to create engagement in a virtual world at PSCA’s National Conference. Read about the strategies offered at: https://t.co/jkkoATBSiG
1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

30 days ago

The #DOL’s new #fiduciary rule conditions relief on mitigation of conflicts by investment advisers & broker-dealers. But the SEC doesn’t require mitigation by RIAs or IARs, nor by broker-dealers at the entity level, so these are new requirements. https://t.co/ZPMlIdfhlO
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Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

30 days ago

ABA Retirement Funds with @Voya won a PSCA #siggy for the rollout of their “Retiree Menu” offering to near-retirement employees. Read more at: https://t.co/lAjDA3KEqi https://t.co/6BhBHy3qkq
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

31 days ago

ICYMI: Erin Lowry, author of “Broke Millennial” gave PSCA National Conference Attendees tips for engaging millennial and gen Z employees. https://t.co/indTC07JJc
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

31 days ago

This #DOL "National Enforcement Project" known as "Plan Investment Conflicts" (PIC) is heating up (#forewarnedforearmed). According to USDOL Field Investigator, PIC, which began in 2016, "investigates issues related to #fiduciary s…https://t.co/Wg1XtVOO4x https://t.co/AE6csZhr1B
3 1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

31 days ago

Most articles on the new #DOL #fiduciary rule have been about rollover recommendations to IRAs invested in securities. However, the rule also applies to rollovers into annuities. If you are interested, here’s a discussion about that. https://t.co/bjkNDZLRFZ
1 2
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

31 days ago

The #DOL’s new #fiduciary rule conditions its relief on, among other things, #mitigation of conflicts of interest (that is, financial incentives). The DOL’s FAQs on the rule focus on compensation grids and how to mitigate their incentive effects. https://t.co/Al5cE51cNn
1 2
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

32 days ago

GLOBALFOUNDRIES, Inc. with @CompassFP and @Prudential won a first place signature award for their investment education campaign. Read about the campaign here: https://t.co/lAjDA42fhQ https://t.co/BK3cfEP4Il
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

33 days ago

ICYMI: Two Former DOL Officials Spoke at PSCA’s (Virtual) National Conference in April:
https://t.co/EuQmxCyMQw #401k #retirement #DOL @nevinesq
1 1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

36 days ago

DTE Energy, with @EmpowerToday, created a #siggy award winning financial wellness campaign during America Saves Week with a weather-themed tagline “Your Five-Day Financial Forecast. https://t.co/tnkzhcMII7 https://t.co/VWFAxoyiLu
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

37 days ago

The State of Oregon Public Employees Retirement System (PERS), with @Voya, won a second place PSCA #siggy for their fully virtual annual expo during National Retirement Security Week to increase engagement with financial wellness tools. https://t.co/tnkzhcMII7 https://t.co/nDvPmGgfvB
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

37 days ago

The Colonial Pipeline #CyberAttack is in the news. Here’s an article about it from an objective & competent perspective. Jason is an attorney with my firm and a former FBI cybersecurity professional. https://t.co/1fByJXZb7J
1 1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

38 days ago

The Metropolitan Transportation Authority’s “Financial Wellness Boot Camp Workshop”, with support from @Prudential, got great results and won a 1st Place Financial Wellness PSCA #siggy. Read more https://t.co/tnkzhcv7jx https://t.co/hdDgvwBG1k
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

38 days ago

#RegBI requires mitigation of advisors’ conflicts. #SEC requires #RIAs to disclose, but not mitigate. #DOL’s new #fiduciary rule requires that both RIAs & broker-dealers mitigate both firm & advisor conflicts. Here’s info on mitigating firm conflicts: https://t.co/J9il3uUgPD
1 2
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

38 days ago

Deadline Friday for PSCA's 2021 #403b Plan Survey. Participate and get a free copy of the results: https://t.co/YMXEBNTYyq https://t.co/fxmlWiihc2
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

39 days ago

Norton Healthcare, with @principal , won a PSCA #siggy for their very customized, targeted campaign aimed at increasing one-on-one meetings with a financial education specialist. Read more here: https://t.co/XBbGaAkWaw https://t.co/2ej5MVlqWR
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

39 days ago

#Cybersecurity has become one of the top issues for financial services. Two of our attorneys who specialize in cybersecurity has authored an article about the NY Department of Financial Services report on the Solarwinds cyberattack. Its worth a read: https://t.co/xZ23YRSJ2j
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

40 days ago

NewYork-Presbyterian, with @Prudential Retirement, won a PSCA #siggy for their multifaceted virtual event targeted to pre-retirees to introduce a new voluntary retirement option with an enhanced retiree medical benefit. https://t.co/XBbGaACxz6 https://t.co/GctcHKRrk6
2
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
fred reish @fredreish

43 days ago

After each quarter I post my most popular articles. It shouldn’t be any surprise that, for last quarter, the most popular were about the #DOL’s new #fiduciaryrule. In particular they were about rollover recommendations and advice to IRAs. Here they are: https://t.co/RW0zY73WtE
3
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

44 days ago

University of Texas at Dallas, with @lincolnfingroup, won a 1st Place PSCA #siggy in the events category for their highly successful virtual benefits fair. Read more at: https://t.co/XBbGaACxz6 https://t.co/R40PZ7guwL
1 1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

46 days ago

M. Arthur Gensler Jr. & Associates, Inc., with @johnhancockusa, won a 3rd place PSCA #siggy in the COVID-19 category for its comprehensive “Daring to thrive in 2020” campaign. Read more at: https://t.co/2C67NQl34k https://t.co/Y4Bzh9egwW
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

50 days ago

Unpacking #PEPs for #401k plans & opportunities for #advisors w/ Micah DiSalvo @tntknox & Shawn West, AIF®, CPFA® on American Trust podcast.. listen at: #ERISA #CompeteComply https://t.co/vzmcvW4QBk
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

50 days ago

Congratulations to University Health Care System with @Transamerica for their 2nd place signature award in the COVID-19 communications category for their “Your Future’s First Line of Defense” education campaign! #Siggys #401k #education Read more at: https://t.co/2C67NQ3rFK https://t.co/c1omXeXlpH
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

50 days ago

Deadline tomorrow! Participate here: https://t.co/7I7EeDQsJZ https://t.co/vFGgaVjgDl
1 1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

50 days ago

ProHealth Care with @Transamerica won a first place PSCA #siggy in the COVID-19 Communication category for its use of a “Rosie the Riveter” image and a PPE theme to engage participants. #401k #education https://t.co/7Rmji39s5D
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

53 days ago

The closing session of #PSCAnational answered the question you didn't know you had: What Would Yoda Say to Corporate America About D&I? https://t.co/PJ6CQd9vK2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

59 days ago

Critical catch-22 for #advisers and financial institutions borne out of last week's DOL guidance for #retirement investors @NewsFromIN #401k #IRA #Rollover #ERISA #Fiduciary https://t.co/uJgZg7Nzoe
3 5
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

61 days ago

PSCA's 2021 National Conference kicks off in just a few minutes! Let's get ready to embrace change! #PSCAnational https://t.co/aWHUtwalE0
1 2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

65 days ago

How should #retirement plan #advisors be preparing to work with Pooled Employer Plans? Join Micah DiSalvo, Shawn West, AIF®, CPFA®, @tntknox and I at 2 ET on 4/28 to learn more. Register at: @PensionResource @RetirementLaw #ERISA #401k https://t.co/WR9nvlHFPw
2 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

66 days ago

DOL publishes long-awaited "additional guidance" on #investment advice exemption. 21 FAQs on #ERISA, #fiduciary duties, #rollovers & #compliance at: @PensionResource Member Roundtable at 3 ET on 4/20.. #CompeteComply https://t.co/cSnXCAaWGw
2 3
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

94 days ago

It's not too late to catch this webcast at 2pm est.
https://t.co/u25p1zD3ni https://t.co/Duc3KrCtjX
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

96 days ago

2021 edition coming in April! Preorder your copy … https://t.co/8POuUO82gC https://t.co/kgrDMRid7Q
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

101 days ago

Exam Crams! Bob Kaplan, CPC, QPA, QKC, QKA offers expert 4-hour coaching. Get tips & training to help pass the exam DC-3: this month … March 23 & 25 https://t.co/D7nlPfHizM https://t.co/EOy62ld53k
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

108 days ago

The Butch Lewis Emergency Pension Plan Relief Act was approved Feb. 27 as part of the mammoth American Rescue Plan Act of 2021 (H.R. 1319) by a (near) party-line vote of 219-212 https://t.co/7RX7G1mTcp
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401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

109 days ago

Retirement Industry Specialists Create A Powerful New Partnership - https://t.co/PtTuaBOtJ1
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ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

113 days ago

Time’s running out! If you haven’t yet, renew your ASPPA membership, and earn or report CE credits to complete the 2019–2020 cycle, by Feb. 28. Set yourself up for success in 2021 by locking in your membership and credential to enjoy all the resources & networking ASPPA offers. https://t.co/xFBVPeuxHL
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

114 days ago

Several states have programs up and running to make retirement plan coverage available to those whose employers do not offer it. So where do they stand? A recent report provides a look. https://t.co/d8tnl7orbn
2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

115 days ago

What Are the Odds?
https://t.co/P74nYUza4z
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ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

116 days ago

Time is running out check your CE! https://t.co/AzEPk8a36f https://t.co/oQbjxNpneX
1 1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
American Retirement Association @usa_retirement

116 days ago

ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

116 days ago

PBGC to Launch New Version of Premium Filing Application
https://t.co/PG35LBtArW #ASPPAnet #filing
2 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

121 days ago

IRS Confirms No Action Needed On Recent 2019 Form 5500 Extension Letters
https://t.co/hzzFgz2kIV
2 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

122 days ago

Spring is near and so is our great new conference:
ASPPA Spring National! Combining the best of two popular events, Spring Virtual & Philadelphia Regional, this unique conference is interactive & online, & features industry experts addressing hot topics!
https://t.co/NU2y0JIXzR https://t.co/GrTyMFW6hF
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

122 days ago

Time’s running out! If you haven’t yet, renewed your ASPPA membership, and earn or report CE credits to complete the 2019–2020 cycle, by Feb. 28. Set yourself up for success in 2021 by locking in your membership and credential to enjoy all the resources! https://t.co/AzEPk8a36f https://t.co/c9yByPCtxS
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

122 days ago

Don’t miss tomorrow’s WiRC session on healthy eating & physical wellbeing: It’s designed to improve your engagement with work & life.
https://t.co/RRddD845ZX
#Wirc #womeninretirement https://t.co/jHDUPkjcfD
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

122 days ago

Plan Audits not Immune from Pandemic
https://t.co/4R81RgpdzC
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

124 days ago

Impact of #DOL #advice exemption on #RIAs this year and beyond via @RIABiz #ERISA #IRA #Rollover https://t.co/mtblsGbFwZ
4 3
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

126 days ago

More on DOL's #fiduciary #advice exemption (and beyond) from @NewsFromIN #ERISA #rollover #CompeteComply https://t.co/nNCGnch99g
2 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

127 days ago

DOL confirms #fiduciary #advice exemption will proceed as scheduled. Practical deadline is 12/20/21 for firms already complying w/ Temp. Enforcement Policy. More info + next steps @PensionResource Member RT @ 3 ET on 2/24 https://…https://t.co/CwbBtfTiBo https://t.co/crGmQfwpft
3 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

127 days ago

Don’t let the overwhelming nature of 2020 hinder your progress toward a healthy & balanced 2021!

https://t.co/BvAZhBhiyK https://t.co/tkfHVC1QK0
1 2
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

127 days ago

Many financial advisers have turned to digital mediums within the past year, realizing the impact virtual outreach has on their clients and the future of their firms. https://t.co/tbMbZL3Hch
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

127 days ago

With online advertisements, advisers have an opportunity to reach younger people who are interested in finance topics. https://t.co/pB8UxAyEBD
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

128 days ago

You may notice something a little different with your ASPPA Connect today! We are excited to share our revamped newsletter!
Tell us what you think!?
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

130 days ago

On Jan. 12, 2021, @USDOL released a triple dose of guidance related to helping retirement plan fiduciaries meet their obligations under the Employee Retirement Income Security Act (ERISA) to distribute retirement benefits to missing participants.
https://t.co/1aGQ4idxyh
1 1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

131 days ago

Cetera Snaps Up Voya Advisors - https://t.co/yLdM5anR4Z
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

131 days ago

TRA Announces Acquisition of R. Bruce Tanner & Associates - https://t.co/n4nc1xrsNH
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

133 days ago

The HELP Committee debated the nomination of Marty Walsh to the role of labor secretary for nearly three hours on Thursday, setting the stage for an imminent committee vote and consideration by the full Senate. https://t.co/gVyc3DMTUA
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

137 days ago

Integrated Partners, Massachusetts Society of CPAs Join Forces to Bring PEPs to MA CPA Firms - https://t.co/wWpGPr2QQl
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

137 days ago

NFP Purchases Pension Advisors - https://t.co/j9tswdZwzA
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

137 days ago

The New E-Delivery Rule: The Price of Simplification
This joint piece discusses the DOL’s E-Delivery Rule and the fiduciary considerations applicable to plans that rely on the new rule. Thanks, @fredreish, Bruce Ashton, and Stephen Pennartz
https://t.co/79zdOa9JYt
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

138 days ago

Wednesday, February 10 | 2–2:50 p.m. ET
Working with Qualified Plans Can Be Taxing
Speaker: Bob Kaplan, CPC, QPA, QKC, QKA, CFP
Sign up! TODAY
https://t.co/tvsiDWP7VM
1 3
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

141 days ago

Commitment to Low Rates Eases Stock Bubble Fears (for Many) https://t.co/4SKqhOIC2j
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

142 days ago

15th Anniversary of RPAY: Bukaty Companies Financial Services https://t.co/52X2evxnls
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

142 days ago

DOL Missing Participant Guidance Not a List of Requirements https://t.co/A5WogULi6Y https://t.co/lye9HxoVkv
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

143 days ago

Neal Proposes New Bill to Help Multiemployer Pensions https://t.co/J9gUMtalZZ
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

143 days ago

Even As Industry Consolidates, Breakaways Remain Common https://t.co/y91JywORoJ
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

143 days ago

Court Finds Insufficient Evidence for ERISA Claims Against Intel https://t.co/b3Vh6WpkU6 https://t.co/epcDWhd7sq
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

143 days ago

How to Get Participants More Engaged in Financial Wellness Programs https://t.co/Qrgh8hSt04
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

144 days ago

Emergency Pension Plan Relief Act of 2021 Introduced in the House https://t.co/HLOYLaH4z3
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

144 days ago

The ‘Other’ Retirement Question
#ASPPAconnect
https://t.co/pd056KAHvV
1 1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

144 days ago

Portman’s Retirement Will Cap a Career of Retirement Advocacy https://t.co/LPETzVeNlW
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

144 days ago

Service Launches to Help Plan Advisers Evaluate PEPs, PPPs https://t.co/mPkFvXn54Q
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

147 days ago

Retirement Industry People Moves https://t.co/RInzDQ0AdF https://t.co/lBD02Pt6Y9
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

148 days ago

DOL Secretary Objects to Provision in Settlements of DST ERISA Lawsuits https://t.co/dOz5ciC03Z
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

148 days ago

HUB Names New Leader for Retirement and Private Wealth https://t.co/bP90P79aG9
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

148 days ago

New DOL ESG Guidance Expected to Encourage More Plan Adoption https://t.co/70NYnS8sZp
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

148 days ago

Investment Products and Service Launches https://t.co/xbcdpMFP70 https://t.co/FBLWPQdLnm
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

148 days ago

Mercedes-Benz Is Latest National Brand to Face ERISA Litigation https://t.co/Ca4leVKDSg https://t.co/4tqgaXKR2Z
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

148 days ago

Schlichter Strikes Again, This Time Against Takeda Pharma’s 401(k) https://t.co/yeI9ch13hb https://t.co/Vrn2N4rR9p
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

149 days ago

2021 PLANSPONSOR Plan Adviser of the Year Nominations Open https://t.co/UL3rQX6DQ2 https://t.co/wGjlXRfTmK
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

149 days ago

15th Anniversary of RPAY: Josh Ulmer https://t.co/WQ77SaT4Mz https://t.co/T1YIDUjkb4
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

149 days ago

Market Watchers Hope Steadier Leadership Will Propel Growth https://t.co/Cu6tyWo3X0 https://t.co/cxCsC2DsBb
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

150 days ago

Biden Administration Might Accelerate Growth of ESG Investing https://t.co/5W9tNgdE9e
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

151 days ago

Busy Days Ahead for SEC Leadership Chair Gary Gensler https://t.co/E45Y9G4Bdi
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

154 days ago

Retirement Industry People Moves https://t.co/1OOAymd8pT https://t.co/Q6PRIvfnYf
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

154 days ago

Court Filing Details $13M UPenn 403(b) Lawsuit Settlement https://t.co/BB4i85Z06g
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

155 days ago

Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit https://t.co/tUycyi7Afv
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

155 days ago

Lawsuit Says Provider Used Plan to Promote Its Own Funds https://t.co/VnRu9iU4Eh
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

155 days ago

Investment Product and Service Launches https://t.co/eUWS6uxe68 https://t.co/f8CuKHYUfM
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

155 days ago

15th Anniversary of RPAY: 401k Advisors Intermountain https://t.co/iQgv4D5qIM https://t.co/3mSSbR3vZ2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

155 days ago

Finally, @USDOL clarifies expectations for #retirement plan #fiduciaries regarding missing participants! #ERISA #compliance #401k https://t.co/AoYzwbqCry
3 1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

155 days ago

Dueling Dismissal Motions Denied in BlackRock Self-Dealing Lawsuit https://t.co/sP4zCMtYSW
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

156 days ago

Common Mistakes Advisers Make That Should be Avoided https://t.co/bT5Q2yBtLR https://t.co/5ND0uxzPJz
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
PLANADVISER @PLANADVISER

156 days ago

Missing Participant Guidance Released by DOL https://t.co/zn3FfVgyi4
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

156 days ago

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
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

161 days ago

Securian to Offer Education Benefits to Retirement Plan Clients -- https://t.co/ienpEXqR2G
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

161 days ago

Biden Picks Boston Mayor to Lead DOL -- https://t.co/XCbhsH2Rnn
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

163 days ago

401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

163 days ago

Marsh & McLennan Acquires Compass Financial Partners -- https://t.co/xsKPFnDgCR
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

164 days ago

Sageview Acquired by Aquiline Capital Partners -- https://t.co/8kj5i2NplT
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

164 days ago

Empower Retirement Closes Acquisition of MassMutual Retirement Plan Business -- https://t.co/C3ae7Gsujb
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

164 days ago

PCS Retirement Acquires Alliance Benefit Group–Rocky Mountain -- https://t.co/Jrho1fAuP1
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

164 days ago

The 401k Plan Company Launches California PEP - https://t.co/2zJr75beXS
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

170 days ago

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
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

171 days ago

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
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

171 days ago

President Trump Signs COVID Relief Bill
https://t.co/2s76L1kLg9
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

178 days ago

Plan Fiduciaries: You Have No Right to Vote - https://t.co/FvZ5eu2ISL
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

178 days ago

NAPA Unveils the 2021 Top Retirement Plan Advisors Under 40 - https://t.co/8ZkHOqUrHf
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

179 days ago

Breaking News: COVID Relief Bill Includes Retirement Relief
https://t.co/2frsWjI21h
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

182 days ago

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_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
American Retirement Association @usa_retirement

183 days ago

From our families to yours: Happy holidays! https://t.co/mwDgiIvEGW
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

183 days ago

.@PensionResource Member Roundtable Re #DOL #FiduciaryRule / #Advice exemption starts in 1 hr!
#ERISA #CompeteComply
2 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

184 days ago

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
1 2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

184 days ago

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
2 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

184 days ago

2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

185 days ago

Hot off the presses #DOL #Advice exemption / #fiduciaryrule 3.0 final rule is available at https://t.co/8a16i1deqo
3
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

185 days ago

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
2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

186 days ago

What Will Retirees Owe in Taxes on Retirement Income?
https://t.co/rl4XJ9Ti21
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

191 days ago

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
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

192 days ago

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
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

198 days ago

CRS Examines Access to, and Participation in, Employer-Sponsored Plans
https://t.co/sP6DFBW6bT
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
American Retirement Association @usa_retirement

199 days ago

ATTENTION: ARA members to check out the work that ARA PAC is doing on Capitol Hill!
https://t.co/5VDq95SBZc
#retirement #PAC
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

205 days ago

1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
American Retirement Association @usa_retirement

206 days ago

We want to send our wishes a day early as you prepare for Thanksgiving! #Thankful https://t.co/Jd2ZSQeGua
4 5
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

213 days ago

It's the final day of #ASPPAallaccess make sure you are set with all your CE and check out today's sessions 2020 Election Results and Ask the Experts! https://t.co/3JNFnncZaE
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

213 days ago

The booths are still open for #ASPPAallaccess attendees!! check out @ActuarialSysCo !
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

218 days ago

The booths are still open check them out! https://t.co/hRGVtIFjoA
2 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA @ASPPA

219 days ago

It's almost time for #ASPPAallaccess Happy Wednesday! https://t.co/9epyNQkAfm
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

221 days ago

What lies ahead for #retirement plan #advisors? Join me, @AmericanCentury, @CallanLLC & @newsfromIN to discuss today at 4 ET. Reg at #ERISA #401k #CompeteComply https://t.co/vLlhfbVjn6
5 4
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

231 days ago

Where did the DOL land on #ESG rule & #ERISA #fiduciary duties? Here is the final rule: (194 min. read .. hint - scroll to the bottom) #401k https://t.co/rtKk78Cdp9
3 4
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

234 days ago

.@USDOL investigators continue to rack up record recoveries ($3 billion in fact) through #ERISA enforcement & #compliance programs.. more @NewsFromIn https://t.co/A6FKSRVk4g
3 2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

235 days ago

IRS Announces 2021 Retirement Plan Contribution Limits for 401ks -- https://t.co/V7x25hrS0o
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

255 days ago

New #401k litigation trend? Schlichter says he's not targeting #MEPs for #ERISA #fiduciary breach claims, but time will tell.. @NewsFromIN digs deeper at: https://t.co/HLBSAGiF6z
2 2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

262 days ago

Empower and Fifth Third Bolster Service to Retirement Plan Clients With Acquisition Agreement - https://t.co/U5LevYkvhp
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

277 days ago

Hear the latest on #rollover rules/proposals, pooled #401k plans & more live on tape w/ Todd & Chad from LeafHouse Financial #erisa #fiduciary https://t.co/PgiuLyiAp2
2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

284 days ago

Empower to Acquire Retirement Plan Business of MassMutual - https://t.co/cX5LawLMLN
3
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

288 days ago

"No longer do CEOs have the privilege of a measured approach to digital transformation...; they have been thrust into digital leadership regardless of whether they are prepared." How CEOs discover, introduce & implement emerging technology https://t.co/TdzdaTMIoo
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

288 days ago

#Fiduciary rule timeline criticized by ex #DOL chief & #ERISA practioners.. but still expected to be finalized this year.. @RIABiz https://t.co/gJfmd6yz5R https://t.co/JKkzV46KN2
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

289 days ago

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

https://t.co/oC1tAY6YHc by @usnews
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

296 days ago

Questions re DOL #Fiduciary proposal, #rollovers, #RegBI #PEP & #MEPs? Join me tomorrow, 8/27 at 3 ET for a discussion & live Q&A w/ @LeafHouse1 - Reg. at https://t.co/zcI5i5oRsC #ERISA #401k #CompeteComply https://t.co/TjZ7hgmZ90
2 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

298 days ago

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

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

https://t.co/jSj7s11CL9
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

302 days ago

"As wealth management firms across North America look to attract and retain talent, they should be aware that one in two financial advisors often think about leaving their firm to join one with better technology." - Donna Bristow @Broadridge Read more... https://t.co/wjN29M3w9l
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

302 days ago

Stunning results as comments to #DOL #ESG proposal are counted.. 95% of 8,636 opposed w/ 4% in favor.. who again is asking for protection from #401k plan sponsors and #fiduciary advisors? @RIABiz sums it up at: #ERISA #solutionsinsearchofproblems https://t.co/SzH9bT5Xl0
5 5
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

305 days ago

Our goal is to enable financial intermediaries to easily implement a prudent fiduciary process. We built the Fiduciary Focus Toolkit™ to do just that! Today we are hosting a 30-minute introduction to the software. Join us at 3:00 ET. Register now!
https://t.co/dDf5wieTXi https://t.co/419H0oZfzY
1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
American Retirement Association @usa_retirement

316 days ago

We asked for PEP clarity and the revisit of ‘Regular Basis’ Test in DOL’s Investment Advice Proposal in our comment letter to the @USDOL @TedGodbout Has the breakdown.
https://t.co/FlnBj9AKWq
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

319 days ago

Only four more days to file comments w/ @USDOL #fiduciaryrule 3.0 (aka advice exemption). Hear more on impact on #RIAs and #IRA #rollovers in my video interview w/ @Ignites #ERISA #CompeteComply https://t.co/4aoelUgIU0
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

320 days ago

.@Broadridge Starts Fi360 Remote Exams: Tech Roundup | ThinkAdvisor https://t.co/vChgJPlfir by @ThinkAdvisor #fiduciary #readyfornext
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts @JasonRobertsESQ

330 days ago

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

Reg. at

JD Carlson Mark Palmini@401kplandesignnsen Justin Ma@ChadJohansen7 Carlson https://t.co/QNMtAUtY0l
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

338 days ago

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

https://t.co/BoGj7Vckav https://t.co/Sm0fyvG0p0
1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

338 days ago

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

https://t.co/pQfKI1TuCn
Retirement Law Group@RetirementLaw
Total Tweets421
Followers286
Following68
Retirement Law Group @RetirementLaw

354 days ago

Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email.
Pension Resource@PensionResource
#ERISA compliance experts. We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets785
Followers1.07K
Following668
Pension Resource @PensionResource

354 days ago

Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email.
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

360 days ago

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

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

https://t.co/R45oCymSU9
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

Today at 2PM EDT: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/UX3revmvcE #masterclass #retirement #DCplans https://t.co/VL8XzxQ8CE
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

Tomorrow at 2PM EDT: Webinar: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/eE7EbTdoiQ #masterclass #retirement #DCplans https://t.co/Qth9ksZnFQ
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

Today from 2-3PM: Webinar on Making the Case for #StableValue. https://t.co/OiMpEtamqr #masterclass #retirement #fiduciary https://t.co/vZUKItRMXS
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

Don't forget about tomorrow's webinar from 2-3PM: Why #StableValue: Making the Case for Stable Value. https://t.co/W1EkI4LsjH #masterclass #retirement #fiduciary https://t.co/fGzsGlGWey
1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

Upcoming webinar: Why Stable Value: Making the Case for #StableValue. Sign up for the webinar here. https://t.co/VTDixmFIru #CD #masterclass #retirement #ibonds https://t.co/1vQfmNByFN
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

Coming up next week: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/aNNOGDw7qN #masterclass #retirement #DCplans https://t.co/2bmq36pOmn
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

Next week's topic: Why Stable Value: Making the Case for Stable Value. Sign up for the webinar here. https://t.co/BXxWek16EK #masterclass #retirement https://t.co/FMgY2xVH38
1 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

New webinar! 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/AHqOhAQ0cA #masterclass #retirement #DCplans https://t.co/DTvntrDfYh
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

Advisors Scrambling to Meet Reg BI Compliance Deadline | ThinkAdvisor https://t.co/bJy1or82l4 by @ThinkAdvisor
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

A new rule could make it harder to figure out if your financial advisor is on your side https://t.co/HXN0MlhL7c by @Darla_Mercado
1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
American Retirement Association @usa_retirement

1 year ago

American Retirement Association Statement on the Death of George Floyd. https://t.co/HmcJgftuF2
1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

The sound of silence https://t.co/ReEkBvasof by @investmentnews
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

1 year ago

DOL Announces Significant Deadline Extensions and Other Disaster Relief for Employee Benefit Plans - https://t.co/LA9AiZ3Zxr
1 1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

1 year ago

Working through DC plan communications in a pandemic - https://t.co/PvCNTCctzE #dc
1 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

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

Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid Roundup | ThinkAdvisor https://t.co/7DlElEznCp by @ThinkAdvisor
5
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

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

And be sure to register for upcoming sessions at https://t.co/t4t0UcDhPp. https://t.co/PBOk4Xg4ND
1 3
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

1 year ago

One-Fifth of Large Retirement Plan Sponsors Say They Are Suspending 401k Matches - https://t.co/DbamWvzxTA
1 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

We’re happy you found this helpful! That is our mission, always 🙌🏻 https://t.co/S7LDF2xjOY
2 2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

#Fi360Conference looks a little different this year. But the faces are familiar! Listening to Blaine Aikin + @MichaelKitces discuss Reg BI & other trends for #fiduciary and professionalism. https://t.co/aeGKO3VRY0
1 2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

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

https://t.co/Ky3edANklD
1 3
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

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

https://t.co/C0KHo0gzeb https://t.co/TvBlWRRqNy
1 3
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360 @fi360

1 year ago

5 Action Items for Successful Retirement Outcomes @401kspecmag

https://t.co/PdoE8Zlw1s
3 4
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
American Retirement Association @usa_retirement

1 year ago

Our first concern is always the safety of our members and staff! We are excited that we can still bring you all the industry intel, but instead it will be digitally! https://t.co/tQBgBsBFeJ
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American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
American Retirement Association @usa_retirement

1 year ago

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

https://t.co/GTa2KEscgz
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401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

1 year ago

TRA Continues Expansion With Acquisition of Fred S. Shapiro & Associates - https://t.co/V4uBI5ZK1u
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401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

1 year ago

ERISApedia Announces Benchmark Reporting for 403b Plans - https://t.co/7HT3JKYjgp
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

1 year ago

The Small Business Retirement Plan Journey: Challenges - https://t.co/JbegnunenX
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

2 year ago

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