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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ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Agencies Issue Needed Guidance on COBRA Elections During the COVID-19 “Outbreak Period” https://t.co/G7zL7QxD42
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Department of Labor Issues Significant Guidance on COVID-19 Welfare Plan Extensions https://t.co/9EXFLBoJOr
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
The Polsinelli Pulse: Mitigating Litigation Risk at the Deal Table and Beyond - Vol. 3 https://t.co/0lGzZ27fqN
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
The Friday Five: Five Current ERISA Litigation Highlights – March 2021 https://t.co/Byrat3c9GB
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Very Few Employers Suspended Their Match? https://t.co/mTbE6ILfH8
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
New Guidance Clarifies COVID-19 Employee Benefit Deadline Extensions https://t.co/BiBfUUiI9R
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
New EBSA Relief Notice Affects Extension of ERISA Claim Deadlines https://t.co/wsshJe85Rc
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
U.S. Department of Labor Clarifies Extension of Certain Employee Benefit Deadlines Due to COVID-19 https://t.co/G6RxG6rz7u
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
DOL Issues Clarification for ERISA-Governed Group Health Plans https://t.co/Te2CZnRfPV
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'Americans saving for their futures across the country would end up footing the bill' #401k #retirementplanning @PatrickMcHenry @RepHuizenga @Ilhan @401kbrian https://t.co/UYrMqBSPk1
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'However, there are signs of hope, as almost two-thirds (65%) said they are now paying more attention to what they are saving and spending' #401k #retirementplanning @AllianzLifeNews @AllianzLife https://t.co/nG0QT3UKqF
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Outbreak Period to Be Applied on a One-Year Rolling Basis https://t.co/xHr6zuPl1I
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.37K
Followers19.06K
Following356
U.K. government reiterates commitment to making it easier for defined contribution #retirement plans to boost investments in illiquid assets. https://t.co/qQtbbKhiOx via @pensionsnews
#investing #illiquidassets #alternatives #alts #definedcontribution #UK #DCschemes
#investing #illiquidassets #alternatives #alts #definedcontribution #UK #DCschemes
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
A Rolling Extension: New Guidance on Employee Benefit Deadlines https://t.co/aoONVFPfb3
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
' ...the study finds only three in 10 companies currently offer financial wellness as an employee benefit.' #401k #retirementplanning @DaveRamsey @RamseySolutions @curtharding https://t.co/UPgXYP4Jyj
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
Let’s unscramble the alphabet soup: Join the ARA Council for Women as they provide an in-depth introduction to ARA & its sister associations. #ARAcoucil #WiRC
https://t.co/1iN7c35ow9 https://t.co/lzG3LhFE4r
https://t.co/1iN7c35ow9 https://t.co/lzG3LhFE4r
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'Average account balances finished the year up 31% compared to the lows they experienced at the end of Q1 2020.' #401k #retirementplanning @CharlesSchwab @401kbrian https://t.co/A4ZESoDPAe
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
The Biden era is well underway, so join ARA’s government affairs team as they explain what that means for the retirement industry in 2021. https://t.co/z9hfJXGrSC https://t.co/8YaoUH8vJc
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'It overtly favors employees in negotiated plans, which many may view as inappropriate.' @fredreish #401k #retirementplanning @usa_retirement https://t.co/wBBnAyyKG3
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
If I Could Turn Back Time… And Then Add a Year https://t.co/TDnmqzD6ao
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Could There Be Changes To ERISA Fiduciary Requirements Under The Biden Administration? https://t.co/0Paknpjudz
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
COVID-related Benefit Plan Timeframe Extension Relief Continues With One Year Case-by-case Limit https://t.co/j7M75TKiJE
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'The study found average retirement contributions and balances for employees in all 50 states were up from 2019 levels' #401k #retirementplanning @LTTrust @401kbrian https://t.co/uVX9OoKa2h
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.37K
Followers19.06K
Following356
Multiemployer #pension measures cleared for relief bill Senate vote https://t.co/FjTjUWZiky via @pensionsnews
#unionpensions #retriement
#unionpensions #retriement
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Discrimination Concerns in Skipping Notice Period https://t.co/87P8oz8cp3
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'It is disheartening to see that at current savings and investing rates, the wealth gap will continue to expand' - @MellodyHobson @ArielInvests @CharlesSchwab #401k #retirementplanning https://t.co/5mIGsMF5tL
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.37K
Followers19.06K
Following356
Association releases daily valuation tool for alts in #definedcontribution #retirement plans https://t.co/aE4uG7emMc via @pensionsnews
#investing #alternativeinvestments #valuation
#investing #alternativeinvestments #valuation
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
DOL Issues Guidance on Outbreak Period Extensions – With 2 Days to Spare! https://t.co/atPzg8p4in
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
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
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Federal “No Surprises Act” Brings National Oversight Of Unexpected Billing For Healthcare Services https://t.co/Z6by1NLfWl
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
Non-qualified Plans Spur More Education and Advice Opportunities
https://t.co/xeNB1mxjWs
https://t.co/xeNB1mxjWs
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'The index seeks less exposure to environmental risk, and more exposure to sophisticated companies with high-level risk controls' #401k #retirementplanning @blackrock @RetireOne @MidlandNatl @401kbrian https://t.co/Tnwho4AShq
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
EBSA Notice and COBRA Extension Expiration https://t.co/A3MoKHHhqq
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
ERISA Benefit Denial Letter Must Identify Contractual Limitations Period https://t.co/XSGSnNCFiI
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Suspended Deadlines Under ERISA, Part Two: Sound the Alarm! https://t.co/IRTCn9eUP8
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
PSCA's 2021 #NQDC Plan Survey found an increase in the NQDC plan-specific education and advice. These insights and more are available in the newly-released report. https://t.co/CH33vxZifm
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'More than nine in 10 individuals with DC accounts (91%) agreed that these plans encourage them to think about the long term' #401k #retirementplanning @ICI https://t.co/ofjsI70IbN
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'We are VERY excited to announce Cadence Financial Management's Brent Sheppard as our March Top Advisor By Participant Outcomes (TAPO)' #401k #retirementplanning https://t.co/9iGaeJ9zlZ
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
We Now Know For Whom the Statute Tolls https://t.co/4HNZnXu9Kw
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Expect ESG rule to be overturned https://t.co/TkLYwOJEsp
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
New Guidance from DOL Regarding the Suspension of Certain Employee Benefit Plan Deadlines Due to COVID-19 https://t.co/nOCGlY8GNJ
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Retirement Industry Specialists Create A Powerful New Partnership - https://t.co/PtTuaBOtJ1
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'The annual awareness campaign is organized by the nonprofit America Saves' #401k #RetirementPlanning @ConsumerFed @401kbrian https://t.co/i9gh0WKye9
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Department of Labor Extends and Expands COVID-19 Regulatory Relief for Employee Benefit Plans https://t.co/X7HtpJ2Lb1
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.37K
Followers19.06K
Following356
South Africa's National Treasury wants to make it easier for the country's #retirement plans to invest in #infrastructure
https://t.co/zoMeXLISGk
#investing #markets #longterminvesting #SouthAfrica
https://t.co/zoMeXLISGk
#investing #markets #longterminvesting #SouthAfrica
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'Though offering a diverse lineup of plans has major benefits, it can also be complex and inefficient.' #RetirementPlanning @OneAmerica https://t.co/Kdw5WN5yOU
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
COVID-19 Deadline Extensions—No More Time Outs But No Single Deadline Either!! https://t.co/rsaKLXeW8P
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'By staying focused on some key principles, plan sponsors can successfully navigate their near-term missing participant problems' #401k #RetirementPlanning @RCHConsolidate https://t.co/cLguRGU70C
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'48% of those with retirement savings reported that the value of those accounts was still down.' #401k #retirementplanning @Seniors_League @401kbrian https://t.co/sG3DSwVrCZ
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'Young workers are more likely to be self-employed than others' #401k #retirementplanning @TCRStudies @Cath_Collinson https://t.co/b4EIYGb305
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'The annual awareness campaign is organized by the nonprofit America Saves' #401k #RetirementPlanning @ConsumerFed @401kbrian https://t.co/PSABChQk9t
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Is Relief For The Plight Of Multiemployer Pension Plans In The Works? https://t.co/EELzAzFwt0
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'Though offering a diverse lineup of plans has major benefits, it can also be complex and inefficient.' #RetirementPlanning @OneAmerica https://t.co/bQhxCOFEyN
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
COVID-19 Deadline Extensions—Still Relevant To Plan Sponsors? https://t.co/rMP15O4tFD
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Tenth Circuit Decides That An “Active, Full-time Employee” Is Entirely Different Than an Employee Who is “Actively at Work” https://t.co/my4YzOeMbC
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'By staying focused on some key principles, plan sponsors can successfully navigate their near-term missing participant problems' #401k #RetirementPlanning @RCHConsolidate https://t.co/H3CYQWAsBn
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'48% of those with retirement savings reported that the value of those accounts was still down.' #401k #retirementplanning @Seniors_League @401kbrian https://t.co/7BnY1RHYyI
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
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
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
2020 in review – ERISA guidance https://t.co/uzrXyTEr1n
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Return to Work Virtual Toolkit for Employers - The COVID-19 Vaccine: What Can Employers Require? https://t.co/GIxISM9dso
401(k) Specialist@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.55K
Followers1.69K
Following1.58K
'By staying focused on some key principles, plan sponsors can successfully navigate their near-term missing participant problems' #401k #RetirementPlanning @RCHConsolidate https://t.co/X7x1h022yy
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
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
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Suspended Deadlines Under ERISA: Is It Time to Restart the Clock? https://t.co/JzPgusszBX
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
It’s not hard to find missing participants, you just have to try https://t.co/viG4CpYPTM
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
Navigating Voluntary COVID-19 Vaccination Programs & Incentives https://t.co/96Xo4zf8Zy
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
What Are the Odds?
https://t.co/P74nYUza4z
https://t.co/P74nYUza4z
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.63K
Followers459
Following3
You need to read the plan document https://t.co/UdxSYPc9Ge
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
Temporary PPP Application Window for Small Businesses Coming #NAPAnet #Smallbiz
https://t.co/UyFpLfuPkF
https://t.co/UyFpLfuPkF
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Time is running out check your CE! https://t.co/AzEPk8a36f https://t.co/oQbjxNpneX
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
Thought you might find this interesting. My partner, Brad Campbell, and I were interviewed for this article about the new DOL fiduciary rule. But the article is more than that. Why did the rule go final? What’s next? https://t.co/VQDEQ45n1x
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
Investment advisers need to pay attention to the #DOL’s new fiduciary interpretation. It imposes strict standards on rollover recommendations & impacts advice to IRAs where conflicted compensation is received (eg., revenue sharing from custodians). And its already effective. https://t.co/EkThWe7a7R
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
IRS Confirms No Action Needed On Recent 2019 Form 5500 Extension Letters
https://t.co/hzzFgz2kIV
https://t.co/hzzFgz2kIV
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
If you would like to know more about the unexpected DOL fiduciary interpretation and exemption, here is a good article from @Think_MelanieW I am quoted in the article. This is a big deal. I can’t believe there hasn’t been more publicity. https://t.co/xekNfpVYMm
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
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
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
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
Plan sponsors indicate they are more likely to conduct a fee study in 2021, compared to last year...
https://t.co/ztWOldu6tI
https://t.co/ztWOldu6tI
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
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
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
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
https://t.co/RRddD845ZX
#Wirc #womeninretirement https://t.co/jHDUPkjcfD
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
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/N18siMSIaG
#Wirc #womeninretirement https://t.co/fP4Z2G90Lc
https://t.co/N18siMSIaG
#Wirc #womeninretirement https://t.co/fP4Z2G90Lc
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
#SECUREAct 2.0 is proposed legislation, but its more than “just” that. It was introduced last year by Ways & Means Chair Neal & Ranking Member Brady...two political heavyweights. Pay attention to it. Here’s an article about important provisions. https://t.co/PosBjaCKnI
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Plan Audits not Immune from Pandemic
https://t.co/4R81RgpdzC
https://t.co/4R81RgpdzC
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
More on DOL's #fiduciary #advice exemption (and beyond) from @NewsFromIN #ERISA #rollover #CompeteComply https://t.co/nNCGnch99g
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
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
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Don’t let the overwhelming nature of 2020 hinder your progress toward a healthy & balanced 2021!
https://t.co/BvAZhBhiyK https://t.co/tkfHVC1QK0
https://t.co/BvAZhBhiyK https://t.co/tkfHVC1QK0
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
Don’t let the overwhelming nature of 2020 hinder your progress toward a healthy & balanced 2021!
https://t.co/1iN7c35ow9 https://t.co/uTfLhteg3f
https://t.co/1iN7c35ow9 https://t.co/uTfLhteg3f
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
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@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
With online advertisements, advisers have an opportunity to reach younger people who are interested in finance topics. https://t.co/pB8UxAyEBD
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
A week from today, Brad Campbell and I will be doing our quarterly Beltway call. This should be interesting because of the change in administration. What’s up with the ESG reg? What about the fiduciary advice exemption? And new laws? Register here: https://t.co/8LwRQ3bBZR
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
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!?
Tell us what you think!?
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
The #DOL’s regulation for e-delivery of participant materials reflects changes in our culture and promises efficiencies in plan administration. However, it also brings a new set of fiduciary responsibilities to plan sponsors...to protect the data. Here’s our take on that. https://t.co/EkxH3h5jeH
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
After each quarter, I publish the 3 most popular articles on my blog. Here they are for the 4th quarter of 2020. All 3 discuss the standards of care for advisors under the securities law and ERISA, and 2 talk about the treatment of conflicts. https://t.co/a2SXcxwf1G
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
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
https://t.co/1aGQ4idxyh
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
On Tuesday, Feb. 16, our Best Interest Team will be putting on program just for investment advisers. It will cover key issues for #RIAs under the new administration, including the #SEC and #DOL activities. If interested, you can register through the link below. https://t.co/IVz97jWZMX
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Cetera Snaps Up Voya Advisors - https://t.co/yLdM5anR4Z
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
TRA Announces Acquisition of R. Bruce Tanner & Associates - https://t.co/n4nc1xrsNH
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
Just in case you were wondering what impact Gary Gensler will have on the SEC, and therefore on RIAs and broker-dealers, here’s what one of my partners thinks. https://t.co/i6vPaDZoGH
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
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
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: #PSCAresearch #InTheNews via @Benefits_PRO Getting 401(k) participation back on track in 2021
https://t.co/mrOhX7rAU9
https://t.co/mrOhX7rAU9
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
I recently spoke with @InsNewsNet about the impact of the Biden administration on guidance from the DOL, including the so-called ESG rule. I thought you might like to see this. https://t.co/G8mbZpWCaJ
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
TPAs and PEPs: A Look at How They Interact:
In the ASPPA-produced “TPAs and PEPs: Structure and Service Options,” webcast. The American Retirement Association’s Jake Linney addressed the services a TPA can provide to a PEP...
https://t.co/vA9B2jurvI
In the ASPPA-produced “TPAs and PEPs: Structure and Service Options,” webcast. The American Retirement Association’s Jake Linney addressed the services a TPA can provide to a PEP...
https://t.co/vA9B2jurvI
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
How does your 401(k) plan measure up? You can find out with PSCA's 63rd Annual Survey of Profit Sharing and 401(k) Plans, now available at https://t.co/OHAUdq4eHT #PSCAresearch #401k #retirement https://t.co/ePA0cszJgp
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
SEC Sharpens ESG Focus with New Position
https://t.co/pSzHGXBkBa
https://t.co/pSzHGXBkBa
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Integrated Partners, Massachusetts Society of CPAs Join Forces to Bring PEPs to MA CPA Firms - https://t.co/wWpGPr2QQl
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
NFP Purchases Pension Advisors - https://t.co/j9tswdZwzA
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
This will be the first Inside the Beltway this year. With the support of Natixis, Brad Campbell and I will discuss the retirement plan changes likely to come out of the Presidential and Georgia Senate elections. Lots of good info. Don’t miss this one! https://t.co/8LwRQ3bBZR
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
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
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
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
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
Working with Qualified Plans Can Be Taxing
Speaker: Bob Kaplan, CPC, QPA, QKC, QKA, CFP
Sign up! TODAY
https://t.co/tvsiDWP7VM
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
Did GameStop’s ‘Pop’ Drop the Average 401(k)?
https://t.co/E5ByZqhv6J
https://t.co/E5ByZqhv6J
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
If you’re interested in the big securities law issue of the day, there’s no better place to turn to than my partner, Jim Lundy. https://t.co/DoEUifJcMD
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Commitment to Low Rates Eases Stock Bubble Fears (for Many) https://t.co/4SKqhOIC2j
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
#RegBI imposes a principles-based regulatory regime on broker-dealers, different that the previous rules-based approach. The #SEC & #FINRA will be conducting examinations on the implementation of those principles. Here are some of our thoughts on that. https://t.co/4wBxXfIcBv
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
15th Anniversary of RPAY: Bukaty Companies Financial Services https://t.co/52X2evxnls
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
DOL Missing Participant Guidance Not a List of Requirements https://t.co/A5WogULi6Y https://t.co/lye9HxoVkv
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
The #DOL expanded its definition of #fiduciary advice for #rollover recommendations. The Biden administration may reverse the exemption for resulting conflicts, but the expanded definition is probably here to stay. Here’s what it means for #RIAs. https://t.co/kYFuq7MF0w
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Neal Proposes New Bill to Help Multiemployer Pensions https://t.co/J9gUMtalZZ
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Even As Industry Consolidates, Breakaways Remain Common https://t.co/y91JywORoJ
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Court Finds Insufficient Evidence for ERISA Claims Against Intel https://t.co/b3Vh6WpkU6 https://t.co/epcDWhd7sq
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
How to Get Participants More Engaged in Financial Wellness Programs https://t.co/Qrgh8hSt04
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Emergency Pension Plan Relief Act of 2021 Introduced in the House https://t.co/HLOYLaH4z3
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
Yellen Confirmed, While Key Senator Announces Retirement
https://t.co/wrYJfR593s
https://t.co/wrYJfR593s
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
Hold It! White House Halts Regulatory Projects
In a Jan. 20 memo, White House Chief of Staff Ron Klain instructed the heads of executive departments and agencies to place a hold on all recently issued rules and regulations. #NAPAnet #holdup #regulations
https://t.co/81ecWa0zKK
In a Jan. 20 memo, White House Chief of Staff Ron Klain instructed the heads of executive departments and agencies to place a hold on all recently issued rules and regulations. #NAPAnet #holdup #regulations
https://t.co/81ecWa0zKK
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Portman’s Retirement Will Cap a Career of Retirement Advocacy https://t.co/LPETzVeNlW
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Service Launches to Help Plan Advisers Evaluate PEPs, PPPs https://t.co/mPkFvXn54Q
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
The plan “target” this time is the $1.8 billion 401(k) plan of Takeda Pharmaceuticals USA Inc., more specifically the fiduciaries of that plan and their selection—and retention—of Northern Trust’s Focus Funds on the plan’s investment menu. #NAPAnet
https://t.co/FwvA3xavai
https://t.co/FwvA3xavai
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: #PSCAResearch #InTheNews via @MarketWatch Opinion: COVID pressured some employers to suspend their 401(k) match https://t.co/AiTqFIaQ5f
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Retirement Industry People Moves https://t.co/RInzDQ0AdF https://t.co/lBD02Pt6Y9
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
DOL Secretary Objects to Provision in Settlements of DST ERISA Lawsuits https://t.co/dOz5ciC03Z
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
DeNoyior Tapped to Lead HUB Retirement Biz
Joe DeNoyior, President-Elect of the American Retirement Association and Past President of NAPA, has been named President of HUB’s Retirement and Private Wealth practice.
#NAPAnet
https://t.co/YOj6idLVeO
Joe DeNoyior, President-Elect of the American Retirement Association and Past President of NAPA, has been named President of HUB’s Retirement and Private Wealth practice.
#NAPAnet
https://t.co/YOj6idLVeO
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
HUB Names New Leader for Retirement and Private Wealth https://t.co/bP90P79aG9
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
New DOL ESG Guidance Expected to Encourage More Plan Adoption https://t.co/70NYnS8sZp
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Investment Products and Service Launches https://t.co/xbcdpMFP70 https://t.co/FBLWPQdLnm
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Mercedes-Benz Is Latest National Brand to Face ERISA Litigation https://t.co/Ca4leVKDSg https://t.co/4tqgaXKR2Z
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Schlichter Strikes Again, This Time Against Takeda Pharma’s 401(k) https://t.co/yeI9ch13hb https://t.co/Vrn2N4rR9p
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
Biden’s nominee for Secretary of Labor will have a profound effect on retirement plan guidance going forward, including the #ESG regulation and the fiduciary rule/exemption. To learn more about the nominee, here’s an article by Melanie Waddell. https://t.co/vPwuNxrC8Y
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
2021 PLANSPONSOR Plan Adviser of the Year Nominations Open https://t.co/UL3rQX6DQ2 https://t.co/wGjlXRfTmK
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: #PSCAResearch #InTheNews via @SHRM Retirement Plan Sponsors Face a Consolidating 401(k) Marketplace https://t.co/9jIcXWRPNP
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
The #DOL has been investigating employers about 401(k) missing participants & in some cases asserting #fiduciary breaches. Plan sponsors have complained about lack of DOL guidance. The Department has finally helped with that. https://t.co/IW6MyajsuA
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
15th Anniversary of RPAY: Josh Ulmer https://t.co/WQ77SaT4Mz https://t.co/T1YIDUjkb4
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Market Watchers Hope Steadier Leadership Will Propel Growth https://t.co/Cu6tyWo3X0 https://t.co/cxCsC2DsBb
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
Breaking News: Biden to Order ESG Rule Review
https://t.co/hDEIOeTrrp
https://t.co/hDEIOeTrrp
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: #PSCAResearch #InTheNews via @USATODAY Overwhelmed by retirement planning? Here's how to prioritize your 401(k), Roth IRA and HSA contributions in 2021. https://t.co/gT8jHCjs0m
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Biden Administration Might Accelerate Growth of ESG Investing https://t.co/5W9tNgdE9e
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: #PSCAResearch #InTheNews via @Forbes How To Tell If Your Retirement Plan Is Undiversified And High Risk
https://t.co/HQi5mDCDp6
https://t.co/HQi5mDCDp6
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Busy Days Ahead for SEC Leadership Chair Gary Gensler https://t.co/E45Y9G4Bdi
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Retirement Industry People Moves https://t.co/1OOAymd8pT https://t.co/Q6PRIvfnYf
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Court Filing Details $13M UPenn 403(b) Lawsuit Settlement https://t.co/BB4i85Z06g
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit https://t.co/tUycyi7Afv
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Lawsuit Says Provider Used Plan to Promote Its Own Funds https://t.co/VnRu9iU4Eh
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Investment Product and Service Launches https://t.co/eUWS6uxe68 https://t.co/f8CuKHYUfM
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
15th Anniversary of RPAY: 401k Advisors Intermountain https://t.co/iQgv4D5qIM https://t.co/3mSSbR3vZ2
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Finally, @USDOL clarifies expectations for #retirement plan #fiduciaries regarding missing participants! #ERISA #compliance #401k https://t.co/AoYzwbqCry
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Dueling Dismissal Motions Denied in BlackRock Self-Dealing Lawsuit https://t.co/sP4zCMtYSW
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: #PSCAResearch #InTheNews via @themotleyfool The Average 401(k) Savings Rate: Will It Really Fund Retirement? https://t.co/k7KrHU5onu
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Common Mistakes Advisers Make That Should be Avoided https://t.co/bT5Q2yBtLR https://t.co/5ND0uxzPJz
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Missing Participant Guidance Released by DOL https://t.co/zn3FfVgyi4
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Rep. Richard Neal (D-MA) is calling for the implementation of auto-IRAs and auto-401(k)s as part of the framework. He also calls for making the Saver’s Credit refundable and building on changes from the SECURE Act.
https://t.co/a6Si0rs0Pp
https://t.co/a6Si0rs0Pp
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
“In fiscal year 2020 alone, EBSA’s investigators helped missing and non-responsive participants recover benefits with a present value in excess of $1.4 billion.”
#NAPAnet
https://t.co/HK4u4tnkW3
#NAPAnet
https://t.co/HK4u4tnkW3
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: #PSCAResearch #InTheNews via @Forbes 60% Of Workers Dipped Into Retirement Funds During 2020 https://t.co/swulWuDeUH
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: #PSCAResearch #InTheNews via @barronsonline Retirement in Brief: A Pair of Pandemic Surveys Examine Workers’ Changing Expectations, and Companies’ 401(k) Matches https://t.co/iqIWP4eEGT
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
When high school students study American history 50 years from now, Trump’s name will appear twice. First as an impeached President; second as a President who sent his followers to riot at the Capitol to disrupt the certification of his successor. Sadly, that will be his legacy.
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Securian to Offer Education Benefits to Retirement Plan Clients -- https://t.co/ienpEXqR2G
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Biden Picks Boston Mayor to Lead DOL -- https://t.co/XCbhsH2Rnn
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
The election of the two Georgia Senate Democratic candidates—and the resulting shift in control of the U.S. Senate—could have profound implications for President-elect Joe Biden’s policy agenda—including retirement plans.
https://t.co/z412dQ1xBl
#napanet #election #Senate
https://t.co/z412dQ1xBl
#napanet #election #Senate
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Marsh & McLennan Acquires Compass Financial Partners -- https://t.co/xsKPFnDgCR
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Sageview Acquired by Aquiline Capital Partners -- https://t.co/8kj5i2NplT
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Empower Retirement Closes Acquisition of MassMutual Retirement Plan Business -- https://t.co/C3ae7Gsujb
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
PCS Retirement Acquires Alliance Benefit Group–Rocky Mountain -- https://t.co/Jrho1fAuP1
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
The 401k Plan Company Launches California PEP - https://t.co/2zJr75beXS
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
Partial Plan Termination Relief Explained
https://t.co/dvWyzhfBTZ
https://t.co/dvWyzhfBTZ
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
We are on the cusp of a new year, and there are some important developments to keep in mind as 2021 arrives.
https://t.co/D60l8ozchU
https://t.co/D60l8ozchU
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
“Division staff has assessed the results of its initial Regulation Best Interest examinations and now that approximately six months have passed since the Regulation Best Interest compliance date...
https://t.co/G3cOIXj3dI
https://t.co/G3cOIXj3dI
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
The year 2020 provided unique circumstances. Among them are employers that are not paying bonuses this year but whose employees nonetheless have been logging overtime. A recent blog entry examines the potential consequences... https://t.co/JToILXLC3G
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
President Trump Signs COVID Relief Bill
https://t.co/2s76L1kLg9
https://t.co/2s76L1kLg9
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
If you like movies, this is for you. Two of our securities lawyers give their takes on the best holiday movies and then move on to their views on the best Wall Street movies. Its fun. Enjoy. https://t.co/SttZN8aRFG
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
Nevin is talking Santa and retirement! https://t.co/MWXMasJ0rf
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Plan Fiduciaries: You Have No Right to Vote - https://t.co/FvZ5eu2ISL
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
NAPA Unveils the 2021 Top Retirement Plan Advisors Under 40 - https://t.co/8ZkHOqUrHf
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Breaking News: COVID Relief Bill Includes Retirement Relief
https://t.co/2frsWjI21h
https://t.co/2frsWjI21h
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
Partial Plan Termination, PPP Relief in COVID Deal
https://t.co/THHwViM8Cd
https://t.co/THHwViM8Cd
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
Breaking news: New COVID-19 relief bill has retirement provisions. Read more at: https://t.co/gq1gE7LRuR
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Impact Analysis webinar re #DOL #FiduciaryRule / #Advice exemption on Banks and RIAs starts in 30 min.! Join @PensionResource, @RetirementLaw & Fi360, A Broadridge company reg at: #erisa #rollover #CompeteComply https://t.co/SSLIMnqLC0
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
From our families to yours: Happy holidays! https://t.co/mwDgiIvEGW
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
PSCA's 63rd Annual Survey is out now. Record savings rates and and a jump in key plan design trends are among the findings. Read more at https://t.co/TMZXfKu0MF #401k #retirement #PSCAresearch
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
.@PensionResource Member Roundtable Re #DOL #FiduciaryRule / #Advice exemption starts in 1 hr!
#ERISA #CompeteComply
#ERISA #CompeteComply
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
The DOL has unwrapped a new exemption, one that is slated to become effective 60 days after it is published in the Federal Register—and yes, that would fall after Jan. 20
https://t.co/pyLTvjyCmu
https://t.co/pyLTvjyCmu
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.53K
Followers2.32K
Following1.15K
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
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
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
More from @WSJ on #FiduciaryRule / #advice exemption at #ERISA #Rollover #CompeteComply https://t.co/PdF1HKfBmx
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Hot off the presses #DOL #Advice exemption / #fiduciaryrule 3.0 final rule is available at https://t.co/8a16i1deqo
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
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
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
What Will Retirees Owe in Taxes on Retirement Income?
https://t.co/rl4XJ9Ti21
https://t.co/rl4XJ9Ti21
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following259
Here’s an article from the WSJ about the DOL exemption for investment advice to plans, participants & IRAs. The day this was published the DOL sent the final rule to the OMB but it has not been released. We won’t know what it says till its approved & published in the Fed Reg. https://t.co/XO405adGkA
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: #PSCAresearch #IntheNews via @NAPA401K New 403(b) Survey Finds Signs of Strength, Concern
https://t.co/Jfek9bsHef
https://t.co/Jfek9bsHef
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Reports of the #fiduciaryrule 3.0 / #DOL advice exemption's death upon arrival may be greatly exaggerated.. 5 USC §553(d)(1) provides: "The required publication or service of a substantive rule shall be made not less than 30 days before its effective date…https://t.co/d65Zq9Kl7H
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
Join us for our 2020 Fiduciary Year in Review and a Look Ahead with Blaine Aikin and Duane Thompson, Thursday, December 10 at 2:00 p.m. ET.
https://t.co/hLlvohFJ0J https://t.co/0J9VqhYZex
https://t.co/hLlvohFJ0J https://t.co/0J9VqhYZex
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: #PSCAresearch #InTheNews via @401kspecmag 3 New Year’s Resolutions for 401k Plan Sponsors
https://t.co/LdLU9Rjsu0
https://t.co/LdLU9Rjsu0
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: 403(b) sponsors see little investment reaction to COVID-19 via @Steyer_PI at @pensionsnews https://t.co/k1YUiHIBXg #PSCAresearch #InTheNews
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
CRS Examines Access to, and Participation in, Employer-Sponsored Plans
https://t.co/sP6DFBW6bT
https://t.co/sP6DFBW6bT
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
ATTENTION: ARA members to check out the work that ARA PAC is doing on Capitol Hill!
https://t.co/5VDq95SBZc
#retirement #PAC
https://t.co/5VDq95SBZc
#retirement #PAC
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
PSCA's new snapshot survey of 403(b) plan sponsors, sponsored by @principal, shows that most are staying the course with plan contributions, for now. Read more at: https://t.co/Zmnix0vaPv
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
We want to send our wishes a day early as you prepare for Thanksgiving! #Thankful https://t.co/Jd2ZSQeGua
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
It's the final day of #ASPPAallaccess make sure you are set with all your CE and check out today's sessions 2020 Election Results and Ask the Experts! https://t.co/3JNFnncZaE
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
The booths are still open for #ASPPAallaccess attendees!! check out @ActuarialSysCo !
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
The booths are still open check them out! https://t.co/hRGVtIFjoA
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: 403(b) retirement plan sponsors shifting focus #PSCAresearch #InTheNews https://t.co/DQYuMzkFpK
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
Participate in PSCA's Annual #NQDC survey and get a free copy of the report. Deadline November 30: https://t.co/VakI0wW34S
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
2020: the year of disruption. Let’s make 2021 the year we “embrace change!” Attend PSCA’s 2021 National Conference, offered virtually April 19–20. Plan sponsor members (including CPSPs) attend free! https://t.co/zpM8HtplK3
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: Top retirement planning tips everyone can follow to save more money, even in a pandemic #PSCAresearch #InTheNews https://t.co/9nNurwnnlZ
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
It's almost time for #ASPPAallaccess Happy Wednesday! https://t.co/9epyNQkAfm
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
Retirement Plan Sponsors: What impact is the CARES act and COVID-19 economics having on your #401k plan? Let us know: https://t.co/NBcbPDsQns
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: There’s a New Top Priority for 403b Employee Education #PSCAresearch #InTheNews @principal https://t.co/q2tqaSlyHg
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
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
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: Reconsidering Plan Loans During the Pandemic https://t.co/DeZJlvCUAI #PSCAresearch #InTheNews
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.79K
Following348
ICYMI: 2021 Retirement Plan Limits - most limits stayed the same. PSCA's quick reference chart on the key changes: https://t.co/XqITn9z7T8
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Happy Friday!! It's the end of week 2! What workshop are you attending today? #ASPPAallaccess https://t.co/35GFbEcady
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Congrats! https://t.co/mFqnWA2mMv
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
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
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
.@USDOL investigators continue to rack up record recoveries ($3 billion in fact) through #ERISA enforcement & #compliance programs.. more @NewsFromIn https://t.co/A6FKSRVk4g
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
IRS Announces 2021 Retirement Plan Contribution Limits for 401ks -- https://t.co/V7x25hrS0o
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
New #401k litigation trend? Schlichter says he's not targeting #MEPs for #ERISA #fiduciary breach claims, but time will tell.. @NewsFromIN digs deeper at: https://t.co/HLBSAGiF6z
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Empower and Fifth Third Bolster Service to Retirement Plan Clients With Acquisition Agreement - https://t.co/U5LevYkvhp
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Hear the latest on #rollover rules/proposals, pooled #401k plans & more live on tape w/ Todd & Chad from LeafHouse Financial #erisa #fiduciary https://t.co/PgiuLyiAp2
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Empower to Acquire Retirement Plan Business of MassMutual - https://t.co/cX5LawLMLN
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
"No longer do CEOs have the privilege of a measured approach to digital transformation...; they have been thrust into digital leadership regardless of whether they are prepared." How CEOs discover, introduce & implement emerging technology https://t.co/TdzdaTMIoo
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
#Fiduciary rule timeline criticized by ex #DOL chief & #ERISA practioners.. but still expected to be finalized this year.. @RIABiz https://t.co/gJfmd6yz5R https://t.co/JKkzV46KN2
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
Here's a great article featuring Fi360's Blaine Aikin, for investors who are curious about the different types of fiduciary financial advisors.
https://t.co/oC1tAY6YHc by @usnews
https://t.co/oC1tAY6YHc by @usnews
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Questions re DOL #Fiduciary proposal, #rollovers, #RegBI #PEP & #MEPs? Join me tomorrow, 8/27 at 3 ET for a discussion & live Q&A w/ @LeafHouse1 - Reg. at https://t.co/zcI5i5oRsC #ERISA #401k #CompeteComply https://t.co/TjZ7hgmZ90
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
According to a recent @Broadridge study lead gen is one of the highest priorities of FAs nationwide. But lead-gen efforts alone won’t translate into success.
Sharpen your sales strategy with our Lead Gen & Nurturing Best Practices Guide. Download here!
https://t.co/jSj7s11CL9
Sharpen your sales strategy with our Lead Gen & Nurturing Best Practices Guide. Download here!
https://t.co/jSj7s11CL9
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
"As wealth management firms across North America look to attract and retain talent, they should be aware that one in two financial advisors often think about leaving their firm to join one with better technology." - Donna Bristow @Broadridge Read more... https://t.co/wjN29M3w9l
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Stunning results as comments to #DOL #ESG proposal are counted.. 95% of 8,636 opposed w/ 4% in favor.. who again is asking for protection from #401k plan sponsors and #fiduciary advisors? @RIABiz sums it up at: #ERISA #solutionsinsearchofproblems https://t.co/SzH9bT5Xl0
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
Our goal is to enable financial intermediaries to easily implement a prudent fiduciary process. We built the Fiduciary Focus Toolkit™ to do just that! Today we are hosting a 30-minute introduction to the software. Join us at 3:00 ET. Register now!
https://t.co/dDf5wieTXi https://t.co/419H0oZfzY
https://t.co/dDf5wieTXi https://t.co/419H0oZfzY
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
We asked for PEP clarity and the revisit of ‘Regular Basis’ Test in DOL’s Investment Advice Proposal in our comment letter to the @USDOL @TedGodbout Has the breakdown.
https://t.co/FlnBj9AKWq
https://t.co/FlnBj9AKWq
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Only four more days to file comments w/ @USDOL #fiduciaryrule 3.0 (aka advice exemption). Hear more on impact on #RIAs and #IRA #rollovers in my video interview w/ @Ignites #ERISA #CompeteComply https://t.co/4aoelUgIU0
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
.@Broadridge Starts Fi360 Remote Exams: Tech Roundup | ThinkAdvisor https://t.co/vChgJPlfir by @ThinkAdvisor #fiduciary #readyfornext
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
#shelterinplace w/ me and Retireholi(k)s in 60 min. (4:30 PT) where we will discuss #401kplan PEPs, DOL #ESG and #Fiduciary proposals and, of course, #craftbeer
Reg. at
JD Carlson Mark Palmini@401kplandesignnsen Justin Ma@ChadJohansen7 Carlson https://t.co/QNMtAUtY0l
Reg. at
JD Carlson Mark Palmini@401kplandesignnsen Justin Ma@ChadJohansen7 Carlson https://t.co/QNMtAUtY0l
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
Yesterday we hosted a webinar focused on financial planning for clients with disabilities. Many attendees took a moment to let us know how valuable the information was to their practice. Curious? Catch the presentation on demand!
https://t.co/BoGj7Vckav https://t.co/Sm0fyvG0p0
https://t.co/BoGj7Vckav https://t.co/Sm0fyvG0p0
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
More on best interest vs #fiduciary standard re #RegBI & new proposed exemption from @USDOL via @tarasbernard @nytimes #ERISA #IRA #rollovers #CompeteComply https://t.co/XCjMn7BcHc
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
"It’s time for companies to do more to help their workers evaluate their financial wellness ...." Cindy Dash, general manager & SVP at Matrix Financial Solutions, @Broadridge shares financial wellness tools for companies.
https://t.co/pQfKI1TuCn
https://t.co/pQfKI1TuCn
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
You've heard about the new @USDOL #FiduciaryRule but do you understand its impact on #RIAs? Plain English summary avail via @RIABiz #ERISA #rollovers #CompeteComply https://t.co/7H9rf6Rsln
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
New proposed exemption allows an investment #advice #fiduciary to receive "all forms of reasonable compensation" for #ERISA or #IRA advice, including #rollovers & 3rd-party advisors/managers (aka solicitors).. learn more on @PensionResource member RT tomo…https://t.co/aCCp2DloeC
Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email.
Pension Resource@PensionResource#ERISA compliance experts.
We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets778
Followers1.05K
Following669
Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email.
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email. https://t.co/kcvxO1SRXw
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
New " #FiduciaryRule " is actually interpretation in context of exemption and says #IRA #Rollover advice = #ERISA fiduciary advice if you were/will be fiduciary before/after recommending rollover itself. If not, then none of this applies!
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
New proposed PTE from @USDOL is specific to #IRA #Rollovers and those serving in #ERISA #Fiduciary advice capacity... text avail here: https://t.co/gS9meUeHNv @PensionResource members look for invite to Member Roundtable asap #competecomply
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Tired of waiting on the new #FiduciaryRule? Looks like today could be the day.. @USDOL press briefing at 4:30 ET re "Significant Rulemaking Update" #erisa #retirement #competecomply
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
It’s Time to Buy Annuities. Really. by @RIAIntel
Fi360's John Faustino gives some perspective on these often disparaged products.
https://t.co/R45oCymSU9
Fi360's John Faustino gives some perspective on these often disparaged products.
https://t.co/R45oCymSU9
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
Today at 2PM EDT: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/UX3revmvcE #masterclass #retirement #DCplans https://t.co/VL8XzxQ8CE
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
Tomorrow at 2PM EDT: Webinar: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/eE7EbTdoiQ #masterclass #retirement #DCplans https://t.co/Qth9ksZnFQ
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
Today from 2-3PM: Webinar on Making the Case for #StableValue. https://t.co/OiMpEtamqr #masterclass #retirement #fiduciary https://t.co/vZUKItRMXS
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
Don't forget about tomorrow's webinar from 2-3PM: Why #StableValue: Making the Case for Stable Value. https://t.co/W1EkI4LsjH #masterclass #retirement #fiduciary https://t.co/fGzsGlGWey
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
Upcoming webinar: Why Stable Value: Making the Case for #StableValue. Sign up for the webinar here. https://t.co/VTDixmFIru #CD #masterclass #retirement #ibonds https://t.co/1vQfmNByFN
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
Coming up next week: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/aNNOGDw7qN #masterclass #retirement #DCplans https://t.co/2bmq36pOmn
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
Next week's topic: Why Stable Value: Making the Case for Stable Value. Sign up for the webinar here. https://t.co/BXxWek16EK #masterclass #retirement https://t.co/FMgY2xVH38
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
New webinar! 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/AHqOhAQ0cA #masterclass #retirement #DCplans https://t.co/DTvntrDfYh
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
Advisors Scrambling to Meet Reg BI Compliance Deadline | ThinkAdvisor https://t.co/bJy1or82l4 by @ThinkAdvisor
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
A new rule could make it harder to figure out if your financial advisor is on your side https://t.co/HXN0MlhL7c by @Darla_Mercado
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
American Retirement Association Statement on the Death of George Floyd. https://t.co/HmcJgftuF2
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
The sound of silence https://t.co/ReEkBvasof by @investmentnews
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
DOL Announces Significant Deadline Extensions and Other Disaster Relief for Employee Benefit Plans - https://t.co/LA9AiZ3Zxr
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Working through DC plan communications in a pandemic - https://t.co/PvCNTCctzE #dc
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
We are honored to be part of the @Broadridge team. #ReadytoHelp #ReadyforNext
Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid Roundup | ThinkAdvisor https://t.co/7DlElEznCp by @ThinkAdvisor
Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid Roundup | ThinkAdvisor https://t.co/7DlElEznCp by @ThinkAdvisor
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
Week 1 of our 2020 Webinar Series is in the books! We hope you enjoyed the content & the presenters for our first 3 sessions. All presentations are now available on our website. https://t.co/Km0qR1rPah
And be sure to register for upcoming sessions at https://t.co/t4t0UcDhPp. https://t.co/PBOk4Xg4ND
And be sure to register for upcoming sessions at https://t.co/t4t0UcDhPp. https://t.co/PBOk4Xg4ND
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
One-Fifth of Large Retirement Plan Sponsors Say They Are Suspending 401k Matches - https://t.co/DbamWvzxTA
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
We’re happy you found this helpful! That is our mission, always 🙌🏻 https://t.co/S7LDF2xjOY
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
#Fi360Conference looks a little different this year. But the faces are familiar! Listening to Blaine Aikin + @MichaelKitces discuss Reg BI & other trends for #fiduciary and professionalism. https://t.co/aeGKO3VRY0
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
We are kicking off our fiduciary webinar series next week! Join us for valuable fiduciary insights while you earn continuing education credits. #fiduciaryexcellence
https://t.co/C0KHo0gzeb https://t.co/TvBlWRRqNy
https://t.co/C0KHo0gzeb https://t.co/TvBlWRRqNy
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.62K
Following1.25K
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
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
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
We have compiled a list of FAQs highlighting some the most salient relief measures.
https://t.co/GTa2KEscgz
https://t.co/GTa2KEscgz
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
TRA Continues Expansion With Acquisition of Fred S. Shapiro & Associates - https://t.co/V4uBI5ZK1u
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
ERISApedia Announces Benchmark Reporting for 403b Plans - https://t.co/7HT3JKYjgp
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
The Small Business Retirement Plan Journey: Challenges - https://t.co/JbegnunenX
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
PSCA Releases Its 62nd Annual Survey Results - https://t.co/YLq6gfdviM
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
Pending prompt action by the U.S. Senate, the most comprehensive retirement security legislation in more than a decade is poised to become a reality.
https://t.co/jUWOpy084v
https://t.co/jUWOpy084v
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
ABG of Michigan to Merge With Sentinel Benefits & Financial Group - https://t.co/soFKUYrn2K
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401k and Retirement Plan Limits for the Tax Year 2020 Announced - https://t.co/wERCqOlKq9
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Three firms Partner to Deliver Bundled Fiduciary 401k Services - https://t.co/5i4yCMbz8Z
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Department of Labor Proposes New Electronic Disclosure Rule - https://t.co/lZ32EKIPug
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Cetera Adds Participant Advice to Fee-for-Service Payment Model - https://t.co/w2Ym0HAgZJ
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Fiduciary Education Launches Online Course on Successful DC Plan Design - https://t.co/SgqAU726ej
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Projected 401k and Retirement Plan Limits for the Tax Year 2020 - https://t.co/pBzlbWfS3T
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Millennium Trust Launches Small Business Retirement Solution - https://t.co/SVSfFGWV6b
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Nuveen Adds Target-Date CIT Series to Its Retirement Product Suite - https://t.co/LbCB4PFg1q
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
Clear your calendar for Oct 22-23! You won’t want to miss @ASPPA’s TPA Growth Summit! You’ll gain practical strategies to navigate TPA services obstacles, identify your firm’s strengths and leverage your skills to win more business. Learn more: https://t.co/2euicjIrkp #GrowTPA19
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
Wishing everyone a very special holiday season, and a prosperous New Year. @NAPA401K @nevinesq @ASPPA @NTSA403B @ASPPAGAC https://t.co/9kETk5UUSg
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
#IRS Issues New Guidance on Hardship Distributions. With the impetus of the Bipartisan Budget Act of 2018, the IRS has provided for comment some much-anticipated new proposed regulations on hardship distributions. @ASPPA @NAPA401K @NTSA403B https://t.co/fnOJBTvByt https://t.co/0VU5hWxknm
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
The #401k turns 40! ARA CEO Brian Graff joined @Voya and CEO Charlie Nelson this morning to ring the @NYSE Opening Bell to celebrate.
Happy Birthday 401(k)! https://t.co/6KNOb0xI2A
Happy Birthday 401(k)! https://t.co/6KNOb0xI2A
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
Although #stocks may be down this month, the average #401k balance keeps going up for both younger and older workers according to estimates from @EBRI https://t.co/VJvXgpBWvS
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
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Following938
Why do 60% of #RetirementPlan participants not work with a #FinancialAdvisor? @NAPA401K explores the numbers from a recent @OneAmerica online survey @nevinesq : https://t.co/Tcm4dAwTI7
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
IRS Goes Paperless with its Voluntary Correction Program! @ASPPA https://t.co/F6usegSUGq
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
So many reasons to go to #NAPA401kSUMMIT. You can network with the Young Guns: NAPA’s Top Advisors Under 40. Just another reason why the very best advisors in the industry consider #napa401ksummit their MUST-ATTEND event of the year! #nevinesq https://t.co/blgmpK6ohg
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
Recent Articles
- Increased Penalties for Late 5500 Filings
- 401k Plan Asset Allocation, Account Balances, and Loan Activity in 2018
- Tax Credit for Small Employer Start-Up Plans
- Withdrawals and Loans From DC Retirement Plans
- Retirement Industry People Moves
- When Asked About Benefit Trade-Offs, Participants Show Preference for Guarantees
- ESG Matters Listed Among SEC’s 2021 Exam Priorities
- The Importance of EBSA Disaster Relief Notice 2021-01
- "Astronomical" RK Fees, Branded CITs, Draw Excessive Fee Suit
- Women Outperform Men in Managing DC Plans: Morningstar
- A Checklist for Retirement Plan Committees
- Evaluating Target-Date Funds Is a Fiduciary Responsibility
- Oklahoma Latest State to Consider Employer-Mandated IRA
- SECURE Act Changes and Understanding the Risks and Opportunities
- Practice of Rebranding Investments Questioned in ERISA Lawsuit
- Year-End 2020 Self-Directed 401k Balances Up Despite Ongoing Volatility: Schwab Report
- Another Lawsuit Concerning 401k Theft
- Freeze on 401k Contribution COLAs Removed From Stimulus Bill
- Target-Date Funds Continue Their 401k DC Plan Domination
- Freeze on 401k Contribution COLAs Removed from Stimulus Bill: ARA
- Target Date Funds Continue Their 401k DC Plan Domination
- Growth in Participation, Assets for CalSavers in February
- Reconsider Your Practices for Improved Client Outcomes
- ARA Wins Removal of COLA Freeze from COVID Relief Bill
- ARA Wins Removal of COLA Freeze from COVID Relief Bill (UPDATED)
- Investment Product and Service Launches
- 3 Bills Hold Key to Success for IRI’s 2021 Federal Retirement Security Blueprint
- Reading Into the SEC’s 2021 Enforcement Priorities
- Bill to Protect Savers from Financial Transaction Taxes Resurfaces
- OECD proposes revision of its DC ‘good design' roadmap
- Practice of Rebranding Investments Questioned in ERISA Lawsuit
- Pension Financing Hot in February
- Call for Nominations for the Harry T. Eidson Founders Award
- Don’t Forget About the Saver’s Credit
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- Betterment Announces Zenefits Integration
- Biden Stimulus Would Cap 401k Plan Contribution Increases
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- Pandemic’s Economic Perspective: Is it Worse than 2008?
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- The Nuances of Conducting a Robust RFP
- ‘Astronomical’ RK Fees, Branded CITs Draw Excessive Fee Suit
- Ed Slott Diffuses ‘The New Retirement Savings Time Bomb’
- Financial Wellness is Critical in Post-Pandemic Workplace
- Plan Sponsors Should Do Their Homework Before Offering Student Loan Assistance
- DOL Clarifies One-Year Limitation on COVID-19 Deadline Extensions -- New Notices May Be Required
- When Lightning Strikes, How to Create Great Content
- The Consequences of Excessive Matching Contributions and the Truth About True-Ups
- How to Effectively Measure Retirement Plan Success
- COVID-19 Deadline Extensions -- No More Time Outs but No Single Deadline Either