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

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

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Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

15 hours ago

Multiaffiliate boutique firms face increasing cost-based competition, lack of collaboration, and other inefficiencies as they refine the #MultimanagerModel.

#InstitutionalInvestment #FinancialServices

https://t.co/0UMcsahGiD
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

17 hours ago

Are money managers gaming ESG scores? There are vast inconsistencies between stated #ClimateRisk goals and actual investments, Paris-based business school EHDEC contends.

https://t.co/jyQmghsPYp
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

1 day ago

The problem with Target Date funds are the investors that use them https://t.co/9cbFPkuMff
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

Despite the COVID-19 pandemic, assets of the world’s 300 largest retirement funds increased 11.5% to $21.72 trillion in 2020. A thread P&I Special ReportđŸ§”:

#PI_SpecialReports #PI_Megafunds

https://t.co/GZDi5c0elq
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

1 day ago

Third Circuit Upholds Arbitrator’s Imposition of Parent Company Liability for Pension Withdrawal Liability https://t.co/gDbgww9iUZ
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

The Ontario Municipal Employees Retirement System is the target of a lawsuit by a former managing director claiming he's owed $52 million (C$65 million) based on incentive targets.

#PensionFunds #OMERS #Litigation

https://t.co/FlrLVzxhkk
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

Wyoming Retirement System returned a net 27.3% for the year ended June 30, above its strategic benchmark.

#PublicPensions #PensionFunds #PensionFundReturns #Investing

https://t.co/ayJy2ENQM7
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

1 day ago

I spoke at the NAPA conference in Las Vegas earlier this week. It was great to be with others in the industry after a year and a half. Here is some information about the issues on the minds of ERISA attorneys. https://t.co/mJ8UN52yca
4
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

Teacher Retirement System of Texas joined pension fund peers in adopting a formal #ESG policy, effective Oct. 1 to align with its fiduciary duty.

#PensionFunds #Investing #DefinedBenefitPlans #PublicPensions

https://t.co/HMQCpuYQej
2 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

1 day ago

Plan to attend the TPA Growth Summit at #ASPPAAnnual to gain practical strategies to successfully navigate TPA unique obstacles. Learn how to identify your firm’s strengths and capitalize on them.|https://t.co/seTjVnCdbN
#retirement #TPAservices https://t.co/t2bdUdD8Gi
2 2
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

A federal judge dismissed allegations of ERISA violations against NVIDIA Corp. and its #401k plan fiduciaries.

#Litigation #DefinedContributionPlans #MoneyManagement #MutualFunds

https://t.co/416PtoHxMw
2
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

Linda Gibson was appointed CEO of QMA, the quantitative affiliate of PGIM, effective Oct. 15.

#PI_People #MoneyManagement

https://t.co/t6PeJBwhFO
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

1 day ago

Thank you to our platinum sponsors for supporting this year’s #ASPPA Annual.| https://t.co/56lV5Hnxfq
#retirement #retirementplanning #ASPPA2021 https://t.co/BwD8qef8nl
2 3
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

1 day ago

Voting is open for NAPA’s Top Women Advisors Award! This award acknowledges #women who made important contributions to the #retirement industry. Don't miss your chance to vote for someone you think deserves recognition!| https://t.co/0w9gVe9kbI https://t.co/2gl2K8my5d
2 2
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

Beijing's crackdown on tech companies has investors wondering if it's the end of the ADR market. In a new P&I commentary, Christian McCormick of @AllianzGI_view examines opportunities to adjust portfolios to reflect the new reality in China.

https://t.co/W5L2LJdez3
1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

Alaska's two largest #DefinedBenefitPlans each reported net returns of 27.6% for the latest fiscal year.

#PensionFunds #PublicPensions #PensionFundReturns #Investing

https://t.co/smHUyXJLbG
2 1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

American Realty Advisors aims to entice women and people of color to the real estate industry with its Tomorrow's Real Estate Leaders program. The application deadline is approaching soon.

#Diversity #Inclusion #FinanceJobs

https://t.co/2T3yzTwSzz
1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

Ontario Teachers' Pension Plan sets 2 interim targets as part of goal to achieve net-zero on greenhouse gas emissions by 2050.

#ESG #ClimateRisk #ClimateCrisis #MoneyManagement #Alternatives #OTPP

https://t.co/ufysC6fAFh
2 1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

A proposed mandate for #AutoEnroll retirement plans could be a "game changer," sources say, but it only has the backing of one political party in Washington.

#Legislation #TargetDateFunds #RetirementPlans

https://t.co/pk5OtGXuNz
1 1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

Angelo Manioudakis was named chief investment officer at Northern Trust Asset Management.

#PI_People #MoneyManagement #CIO

https://t.co/WMJ8gwkm5C
1 1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

John Laing Pension Fund insured $443 million (ÂŁ320 million) in pension liabilities through a second buy-in with retirement and insurance company Aviva.

#PensionFunds #DefinedBenefitPlans #PensionBuyins

https://t.co/RklTqhZmlQ
2 1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

The U.K. Financial Conduct Authority and The Pensions Regulator are developing a common framework to help executives measure value for money in #DefinedContribution plans.

#Investing #Regulation #FCA #TPR

https://t.co/2HTZOM80jL
1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Pensions&Investments @pensionsnews

1 day ago

QIC named Whitehelm Capital veteran Nicholas Stockdale as its first head of infrastructure debt in Europe.

#PI_People #Alternatives #Infrastructure #Investing #MoneyManagement

https://t.co/5cMQ1UtQPH
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

2 days ago

Participants with loans dips https://t.co/9TOIzHvqjT
1
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

2 days ago

1
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

2 days ago

'It could result in savers being less willing to engage in planning or take action to achieve their financial goals' #401k #retirementplanning @EmpowerToday https://t.co/tWugX0iaGt
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

2 days ago

Are you familiar with the Women in Retirement Conference (#WiRC)? If not, we invite you to learn more because it’s an empowering opportunity to grow — personally and professionally! Register today! | https://t.co/yONhUNoQgs
#LetsWiRC #womeninretirement #retirement https://t.co/1H8K6BjIkR
1 3
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

2 days ago

Want to let your colleagues know you’ll be at ASPPA Annual? ASPPA has a toolkit for you to use in your posts. Share these images w/ your network using the #ASPPA tag & invite them to come with!| https://t.co/UiRVkCIyXG
#retirement #networking https://t.co/rtkuUAzQCU
1 2
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

2 days ago

'We had a controversial question about bitcoin in 401(k)s, so of course, we went to Anthony Scaramucci' #401k #retirementplanning @Scaramucci https://t.co/d7JTxwDX4F
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

2 days ago

You’re almost out of time to save on ASPPA Annual registration. Our Early Bird discount ends tomorrow! Register now and save. | https://t.co/2U96Ul2BAW
#retirement #earlybird #retirementplanning #ASPPA2021 https://t.co/1SxjpwSoHr
3 3
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

2 days ago

'Koresko and others diverted tens of millions for their personal benefit ...such as purchasing personal property on the island of Nevis, boat rentals, and other improper personal uses. #401k #retirementplanning @USDOL https://t.co/x96QJ68uQI
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

3 days ago

Don’t be that guy at a networking event https://t.co/DTAjbVqK8a
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

3 days ago

Where do GoPs (groups of plans) stand after DOL released proposed regulations? For now, it's not very promising. Comment period could change that, however. Pete Swisher explains at: https://t.co/40CD4dAMtO #ERISA #Compliance #401k #fiduciary
2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

3 days ago

More on new #DOL regulations for groups of plans via @investmentnews at https://t.co/LqEJKbjydE #ERISA #Fiduciary #401k #compliance
2
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

3 days ago

“Click Here?” Fiduciaries: Is Your Retirement Plan’s Website/Portal User-Friendly? https://t.co/1kh3L6aI0Y
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

3 days ago

Department of Labor Confirms Effective Date of Lifetime Income Disclosure Rules https://t.co/rKNdfecYh6
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

3 days ago

PTE 2020-02: a #rollover recommendation cannot be made without data about the participant’s plan. Under the #DOL’s #fiduciary interpretation, advisors will typically be fiduciaries for rollovers, a prudent process is needed & it requires plan data. https://t.co/GFIqojOW86
2
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

3 days ago

Court: Federal Restitution Rights Override ERISA 401(k) Plan Protection https://t.co/3z64holSBJ
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

3 days ago

Technical training with a regional footprint. We’re bringing the hot topics—SECURE Act, #cybersecurity, MEPs & PEPS, Washington Update & more—to #Cincinnati. Join us at ASPPA TE(k) Cincinnati Nov. 15–16! | https://t.co/3SKdIcyEGl
#technicaltraining #secureact https://t.co/YP3FE9dDUB
2 3
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

3 days ago

Want to know how to create a more inclusive financial-benefits package for employees, at scale? Then join us on Monday, Sept. 20 at 2 p.m. ET for our latest #webcast! | https://t.co/LQYVhpPrTP
#financialplanning #retirement #financialbenefits https://t.co/yEE0S9PuAF
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

3 days ago

Let’s get ethical: Sept. 22 webcast on how to comply w/ ARA’s Code of Conduct — and what can happen if you don’t. | https://t.co/l28VRrzj3m https://t.co/Jiweml4V8a
1 2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

3 days ago

Thank you for joining us at 2021 NAPA 401(k) Summit! See you at the next Summit in Tampa, April 3-5, 2022. | https://t.co/PWugXwvaeB
#retirement #NAPA401kSummit #401K #theadvisorexperience https://t.co/UDinX4msor
2 2
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

3 days ago

‘#Bitcoin and other cryptocurrencies have captured the imagination of many investors.’ #401k #retirementplanning https://t.co/Hlp4YxV7qN
2 1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

4 days ago

State IRA programs spur retirement plan sponsorship https://t.co/O4JP97WE8N
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

4 days ago

Mental Health Parity Update: DOL and NY AG Actions Highlight Ongoing Scrutiny of NQTLs https://t.co/AJYPJDxZYv
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

4 days ago

‘Enormous Impact’ of Retirement Legislation Now in Washington: 2021 NAPA 401k Summit #401k #retirementplanning @NAPA401K https://t.co/N5rvnqYWPV
1 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

4 days ago

We just released the eighth annual list of #NAPA Top 100 Defined Contribution (DC) Wholesalers, as selected by the nation’s leading retirement plan advisors. See who made the list. | https://t.co/osTZWkYHTP
#401K #planadvisors #Definedcontribution #retirement https://t.co/mamyQJntpZ
1 2
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

4 days ago

‘We see demand increasing for diversity and inclusion in our workforce’ #401k #retirementplanning https://t.co/rq2XkTpqbZ
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

4 days ago

‘Advisors are dealing with burnout at work like everyone else, but there are strategies to combat it’ #401k #retirementplanning https://t.co/OPRFiz6EmB
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

4 days ago

NQPA Conference attendees will learn about the importance of creating client-specific nonqualified plans, which includes identifying and implementing actionable solutions. Sign up today to attend! | https://t.co/QSXw3AJIP6
1 1
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

4 days ago

'Seventy percent doubt they will receive full benefits in new PlanGap survey' #401k #retirementplanning https://t.co/T1IX9VUqmf
1 2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

4 days ago

It’s the final day of the 2021 NAPA 401(k) Summit! Today's agenda is filled with more #workshops that provide intuitive discussions. Click here for more information. | https://t.co/EgXYBir1RU
#401k #agenda #retirement https://t.co/yryYO4bVxh
2 4
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

5 days ago

New Arizona Law on Union Benefits and Financial Disclosure Obligations Set to Take Effect https://t.co/fL9PwxtYyR
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

5 days ago

Tonight, we celebrate #NAPA New Year the right way: at the DAYLIGHT BEACH at The Mandalay Bay! If you are a summit registrant, your ticket is complementary. Access your ticket here. | https://t.co/mLuHYkGjRR

#retirement #retirementplanning #401K https://t.co/mneyep5Aww
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

5 days ago

During ASPPA Annual, we’ll explore ethical dilemmas that arise when dealing w/ clients & share case studies, challenges & practical solutions. Check out the agenda! | https://t.co/1BDjckQVVN
#ASPPA2021 #ethics #retirementplans #retirement https://t.co/SHmxhnUz7q
1 1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

5 days ago

Second Circuit Revives Share-Class Claim In NYU Retirement Plan Class Action https://t.co/hNVDy4CsNm
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

5 days ago

ERISA Litigation Roundup: Northern District of Illinois Dismisses ERISA Stock-Drop Suit https://t.co/95x2CIUxId
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

5 days ago

Thank you to our Diamond sponsors for supporting this year’s #NAPA 401(k) Summit! | https://t.co/ws9wMS3Jps
#401K #retirement #NAPA401kSummit
@natixis @MorningstarInc @Fidelity @Voya https://t.co/C40XnrvBSi
3 6
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

5 days ago

Day 2 of the #NAPA 401(k) Summit continues with unique workshops that offer lively discussions for our attendees. See which workshops you want to attend. | https://t.co/jdZ0PN3MOn
#401k #retirement #NAPA401kSummit https://t.co/OenqS73BcT
1 3
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

6 days ago

Tonight: Royal Machines at the House of Blues. We kick off the first night of the Summit with an all-exclusive concert with the Royal Machines at the House of Blues. See what else we have in store. | https://t.co/mLuHYkGjRR
#NAPA #401K https://t.co/E942kEd5J9
2 3
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

6 days ago

You can help NAPA make sure Congress understands what is needed to protect America’s retirement security! Really, YOU can! Drop by the ARA booth to learn about the ARA PAC, NAPA’s Government Affairs Committee, and other advocacy opportunities. | https://t.co/TPysOLrleB
#401K #PAC https://t.co/qFwS4KF2xt
1 2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

6 days ago

Today, we kick off our first day of the #NAPA 401(k) Summit. Check out what’s on the agenda for Day 1! | https://t.co/jdZ0PN3MOn
#401K #retirement #retirementadvisors https://t.co/ZFkXgZKUvy
2 3
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

7 days ago

Thank you to our Double Diamond sponsors for supporting this year’s NAPA 401(k) summit! | https://t.co/ws9wMS3Jps
#401K #NAPA #financialservices #TheAdvisorExperience
@JPMorganAM https://t.co/kmshQ7vMaw
1 3
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

7 days ago

ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

8 days ago

Milk Carton Advisors are still a thing https://t.co/G9JCHgEwQl
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

8 days ago

Employment Law Update – Fall 2021 https://t.co/5pG4An16Rg
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

8 days ago

Awe...otters make everything more fun, yes? Yes. If you haven't reviewed your retirement savings strategy lately, you otter. #401kday #hadto https://t.co/DNduz118V9
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

8 days ago

'They could result in savers being less willing to engage in planning or take action to achieve their financial goals' #401k #retirementplanning https://t.co/1C90seuw2Q
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

8 days ago

We had a controversial question about #bitcoin in 401(k)s, so of course, we went to @Scaramucci, the investment manager and political heavyweight who the @newyorkpost called one of the city’s top powerbrokers.

iTunes: https://t.co/QNVTga8yrX
Spotify: https://t.co/g7FoNengdD https://t.co/M18hMY8uhC
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

8 days ago

Reconnect, recharge & reunite at ASPPA Annual. Build your network, train w/ industry experts & reunite with peers & industry experts. Register now. | https://t.co/2U96Ul2BAW
#retirement #retirementplanning #ASPPA2021 https://t.co/opwFGshHOJ
1 1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

8 days ago

This Barron’s article by @AndrewWelsch is a great overview of the “state of affairs” on the #DOL’s new #fiduciary rule at PTE 2020-02. The link is to my law firm’s summary of my contributions, but there is a link there to Barron’s if you are a subscriber. https://t.co/r7d349IrMk
4
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

8 days ago

'Mariner Wealth Advisors’s fifth deal since July adds over $600 million in assets under management with acquisition of The Pinnacle Group' #401k #retirementplanning https://t.co/SwMaJXBJGO
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

9 days ago

Employee Benefits Developments - August 2021 https://t.co/GTrEbqQt2e
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

9 days ago

Get an ERISA attorney to bless any merger or asset sale https://t.co/27ECUMkSUo
3
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

9 days ago

Forced Rollovers of Small Retirement Account Balances: What to Do with Missing Participants https://t.co/DBebWyhD3R
1
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

9 days ago

'Fin-tech company rolls out all-in-one retirement saving solution for the self-employed' #401k #retirementplanning @ubiquitysavings https://t.co/Ua65fspsF9
1 2
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

9 days ago

Causation under ERISA in a Cybersecurity World https://t.co/XSQxfuc9MS
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

9 days ago

Third Circuit Upholds Withdrawal Liability Arbitral Award Under MPPAA’s Evade Or Avoid Provision https://t.co/BMYjmYP4bh
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

9 days ago

Department of Labor Issues FAQs Clarifying New Lifetime Income Disclosure Requirements for Defined Contribution Retirement Plans https://t.co/o5u1ij3weu
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

9 days ago

In the post-2020-02 world, a #rollover recommendation must be supported by information about: the retirement plan, the participant, and the IRA. This article discusses how plan data is needed to justify a rollover recommendation in order to satisfy the #DOL’s PTE 2020-02 https://t.co/EzwRDHQCtw
1
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

9 days ago

'More than a year into the start of the worldwide pandemic, market risk is still the top concern for American workers, yet optimism remains high, according to new research by @AmericanCentury.' #401k #retirementplanning https://t.co/z9k1j6nbxH
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

10 days ago

Taking care of that beneficiary stuff https://t.co/F7KiqKwgxc
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

10 days ago

DOL Fiduciary Rule 3.0: The sprint to December 20 https://t.co/OeZcUjCxFp
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

10 days ago

Financial Assistance to Troubled Multiemployer Pension Plans: Initial ARPA Regulation https://t.co/OsG2lQDhTX
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

10 days ago

Perhaps the most important issue in the #DOL’s new #fiduciary rule is, how do you evaluate whether a #rollover recommendation is in a participant’s best interest. Here is my start on discussing the answer: https://t.co/1EtifKB25L
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

10 days ago

What’s happening in the retirement plan world? @nevinesq and I know & we have done 5 podcasts to help you know. Fiduciary liability, cybersecurity, plan committees, SECURE 2.0 & new fiduciary rule. Those 5 episodes are here: https://t.co/et82wr9Cni
1 6
401(k) Specialist Magazine@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine @401kspecmag

10 days ago

'Deeper scrutiny of ESG processes is becoming more firmly entrenched among U.S. institutional investors' #401k #retirementplanning @cerulli_assoc https://t.co/2gfcm9UcsI
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

11 days ago

My crystal ball for the retirement plan business after COVID https://t.co/SBiohcClnb
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

11 days ago

Woulda, coulda, shoulda 
 don’t find yourself saying this after committing a participant loan error you could have avoided join us tomorrow! Sign up. | https://t.co/B8z6U2I9i2 https://t.co/0p8M4GG7UO
1 1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

11 days ago

It’s Time To Dust Off Your ERISA Fiduciary Liability Insurance Policy https://t.co/XqBWUclNNo
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

11 days ago

401(k) Day is this Friday, Sept. 10th! Don't forget to tag us in your celebration photos! #401kday https://t.co/KXFFgF5qHQ
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

11 days ago

Woulda, coulda, shoulda 
 don’t find yourself saying that after committing a participant loan error you could have avoided — by joining us tomorrow! | https://t.co/B8z6U2I9i2 https://t.co/17JRHG7Jsd
1 1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

15 days ago

There is a cost to technology and it’s cybercrimes https://t.co/qe5AUBLp90
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

15 days ago

The Friday Five: Five Current ERISA Litigation Highlights - September 2021 https://t.co/MCzObcyqM1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

15 days ago

Empowered DOL and NY AG Settle Mental Health Parity Case with US' Largest Health Insurer https://t.co/43GJrWmkyU
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

15 days ago

What Employers Should Consider Before Charging Higher Group Medical Insurance Premiums for Unvaccinated Employees https://t.co/zJSlEVMOmG
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

16 days ago

Transamerica forks over another $5 million in another 401(k) lawsuit https://t.co/EKjq3XqLC6
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

16 days ago

Join Bob Kaplan to discuss our code of conduct on Sept.22. We’ll provide highlights of the code that every member should be familiar, along with some real-life situations that require you to apply those ethical standards | https://t.co/l28VRrzj3m
#ethics #retirement https://t.co/zhOlQYj6ub
2 2
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

16 days ago

Broker-dealers and investment advisers who recommend #rollovers & provide ongoing services are now #ERISA #fiduciaries & need the protections of PTE 2020-02. One condition for that protection is disclosure of conflicts. But what & how? https://t.co/egoM2ctyuu
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

17 days ago

When the DOL is asking questions on cybersecurity, have the answers https://t.co/s4dnMDMqaL
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

17 days ago

Get convenient technical training and earn up to 14 hours of CE at ASPPA TE(k), Nov. 15–16. We’re bringing the training to you. Register now | https://t.co/3SKdIcyEGl
#ASPPATEk #401K https://t.co/Z8VOUKV9G4
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

17 days ago

Only YOU (and those who attend our Sept. 8 webcast) can prevent common participant loan errors! | https://t.co/B8z6U2I9i2 https://t.co/vEth4ued8j
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

18 days ago

Be a nice family member, get your beneficiary forms in order https://t.co/iN3eN0L3kb
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

18 days ago

“Regrets 
 I’ve had a few 
..” Sept 22 webcast on ARA’s Code of Conduct will show you how to keep your conscience clear. | https://t.co/l28VRrzj3m https://t.co/0ViQRkcQdf
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

19 days ago

If it’s free, how much can it be? https://t.co/0fjIlZtsGP
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Watch @ERISAWatch

19 days ago

US Dept. of Labor Announces Cybersecurity Guidance for Plan Sponsors, Plan Fiduciaries, Record-Keepers and Plan Participants https://t.co/Mgto8udLKf
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

22 days ago

Last Chance: Register today to take advantage of Early Bird pricing — that’s a $300 savings (talk about costs!). Time is running out, so take a moment to register while the opportunity lasts. | https://t.co/pamESIcpnt https://t.co/Bk6eBBlKUN
1 1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

24 days ago

The new #DOL #fiduciary “rule”, PTE 2020-02, requires that advisors give plans, participants and IRA owners a written acknowledgement of their fiduciary status. Why? For that answer & more: https://t.co/ToayNA4OB7
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

25 days ago

Register by Friday, Aug. 27 to take advantage of Early Bird pricing — that’s a $300 savings (talk about costs!). Time is running out, so take a moment to register today while the opportunity lasts. | https://t.co/pamESHUOvV https://t.co/M0l2aHia8h
1 1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

26 days ago

We all have opinions & many of us have opinions about fiduciary liability. But who puts money on their opinions about fiduciary liability? The insurers of fiduciary breach insurance, that’s who. And here’s what they think matters. https://t.co/exsAKogrz3
2 3
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

26 days ago

Registration is open for the 2022 Women in Retirement Conference (WiRC), Jan. 12–14 in Ft. Lauderdale, Florida! Register today at https://t.co/XoyzS0mibT https://t.co/y5aivpawlx
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

26 days ago

Learn what you — and plan sponsors — need to know about EPCRS during our webcast this Wednesday! | https://t.co/aIsEXEpurG https://t.co/w2YDndKr3Y
1 1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

30 days ago

I’m concerned that plan sponsors and advisors are not focusing on this new requirement. Some providers may be giving these statements to participants as early as the first quarter of next year. Participants are going to have a lot of questions
answer them before they are asked. https://t.co/UsiHuTnk9p
5 6
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

31 days ago

Join us next Wednesday for a comprehensive overview of corrections programs available under EPCRS, and realistic examples of how to use that knowledge in your work with retirement plans and communicate in your day-to-day work. | https://t.co/aIsEXEH5je https://t.co/zocDb7kHrD
1 2
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

32 days ago

If you are with a broker-dealer or an RIA firm & don’t know what PTE 2020-02 is, you need to learn fast. It allows you to keep compensation for covered advice to plans, participants & IRAs. With that protection, the compensation would be lost. For more: https://t.co/AD9ho0ffZL
3
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

32 days ago

401(k) Day is September 10th - celebrate with PSCA's free education campaign that helps participants Refocus, Revive, and Reset their financial priorities by playing bingo! Find out more at https://t.co/eOxXTD3IOA #401kday #retirement #financialwellness https://t.co/BCWyiLKMNn
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

33 days ago

This Thursday Brad Campbell & I will do our quarterly Beltway call. If you’re interested in the new #DOL #fiduciary rule or the even newer one that should be out in December, this is for you. https://t.co/8O5V7xGfAT
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

36 days ago

The #DOL has sent proposed regs on ESG investing & proxy voting to the OMB at the White House. I wouldn’t be surprised if the OMB approves them & they are published in the Federal Register by Labor Day. My bet: they will favor ESG factors. For more: https://t.co/W0IfEiQyJd
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

36 days ago

Still preparing for DOL PTE 2020-02 for #ERISA & IRA #rollover compliance? Join @PensionResource & @fi360 @Broadridge for an in-depth discussion of the requirements & best practices at 1 p.m. ET on Wed. 8/18. Register @ https://t.co/oMD5F8AeFj https://t.co/EDwM07dRYZ
2
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

36 days ago

This is for the #RIA community. The DOL’s #fiduciary interpretation and PTE 2020-02 will likely cause investment advisers to commit inadvertent prohibited transactions in violation of ERISA & the Code. But the PTE has a roadmap for compliance. Here’s more https://t.co/IKfGYmKejx
1 2
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

37 days ago

Some of our FaegreDrinker attorneys, including me, maintain a broker-dealer blog. We regularly post articles to it & we also post the most popular articles from the past quarter. Here’s that post for the 2d quarter. This is what your peers are reading. https://t.co/M9jl5lnByf
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

39 days ago

The #DOL’s new definition of #fiduciary advice means that most advisors investment will be fiduciaries for #rollover recommendations. Until Dec 21 a non-enforcement policy—the Impartial Conduct Standards—must be satisfied. But what does that mean? https://t.co/mKcVgzyNKr
2 2
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

39 days ago

PSCA's 2021 #HSA Survey is available now. Contributions increased in 2020, and more employers are automatically enrolling employees into their programs. Read about these findings and more at: https://t.co/jIoSJ9PxYS
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

39 days ago

ICYMI: #PSCAResearch #InTheNews via @PLANSPONSOR Addressing Forgotten Accounts Can Improve Retirement Savings Outcomes
https://t.co/lNYv0cimj5
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

40 days ago

ICYMI: #PSCAResearch #InTheNews via @PLANSPONSOR Considering New Uses for SDBAs https://t.co/VVr7Gms7Mr
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

40 days ago

Get up to speed on SECURE Act-related changes to 401(k) safe harbor design and administration during Wednesday’s webcast. | https://t.co/QAmB5DLEOH https://t.co/gQDonfZPks
1 1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

43 days ago

ICYMI: #PSCAResearch #InTheNews via @barronsonline 401(k) Investors Will Soon Be Able to Choose ESG Funds https://t.co/YqcmUa73Z2
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

44 days ago

Our next Beltway program will be next Thursday. Brad Campbell and I will give up-to-the-minute status reports on the #fiduciary rule, ESG investing, the mandated lifetime income illustrations & participant data. Changes are coming our way! https://t.co/8O5V7xGfAT
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

44 days ago

ICYMI: #PSCAResearch #InTheNews via @NAPA401K Cold Water Thrown on Need for New Brokerage Window Guidance https://t.co/cT5ZqKJl8E
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

45 days ago

Do you know all you need to about SECURE Act-related changes to 401(k) safe harbor design and administration? Join us for next week’s webcast. | https://t.co/QAmB5DLEOH https://t.co/yDRuLycSlv
1 1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

45 days ago

ICYMI: #PSCAResearch #InTheNews via @CNBC: Wells Fargo closed your personal line of credit. Here are some other options https://t.co/qn9E6URs82
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
fred reish @fredreish

46 days ago

Here are the most popular articles from my blog for the second quarter of 2021. If you want to know what people are reading about the new #DOL #fiduciary rule and PTE 2020-02, this is for you: https://t.co/cP2QpkSP4X
3
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

46 days ago

ICYMI: #PSCAResearch #InTheNews via @401kspecmag: An Introduction to 401k Auto-Features: Breaking Down Barriers https://t.co/WkIFJzE1Kp
2 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

46 days ago

Could you use an in-depth review of EPCRS? We’ve got you covered: tune in for our Aug. 25 webcast. | https://t.co/aIsEXEpurG https://t.co/RizIuZooPe
1 2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

47 days ago

More on nomination to head #DOL's EBSA and what that means for #fiduciaryrule, #ESG, new and changing #PTEs, etc. via @NewsFromIN https://t.co/VeccOEMeV9 #ERISA #compliance
2 1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

47 days ago

ICYMI: @usa_retirement's CEO Graff Unveils Game-Changing Savings Projections in Senate Hearing https://t.co/fTmb9MxMnX
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

47 days ago

ICYMI: #PSCAResearch #InTheNews via @PLANSPONSOR Addressing Forgotten Accounts Can Improve Retirement Savings Outcomes https://t.co/lNYv0cimj5 #401k
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

52 days ago

Latest #DOL comments on PTE 20-02 & #IRA #rollover advice.. spoiler -- #fiduciary acts may be enforced more broadly than anticipated -- More from @NAPA401K https://t.co/8Et4wJCsnF #ERISA #401k #Compliance @PensionResource @RetirementLaw https://t.co/lY9mqjWKVN
2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

52 days ago

We are delighted to announce our partnership with @Broadridge @fi360 to deliver a competitive and compliant #IRA #rollover solution to our respective clients! Learn more at https://t.co/jTEAjFoZwt #ERISA #401k #Compliance #CompeteComply
2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

56 days ago

Want to know how to prevent common participant loan errors? There’s a webcast for that, Sept. 8. | https://t.co/B8z6U2I9i2 https://t.co/1KLL1h0ten
2 1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

57 days ago

ICYMI: #PSCAResearch #InTheNews via @401kspecmag Duke Reinstates 403b Match—And Takes It One Step Further
https://t.co/EHVhW91T19
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

58 days ago

ICYMI: #PSCAResearch #InTheNews via @bloomberglaw BlackRock, State Street Defend ESG Policy After Republican Slam
https://t.co/lOCyJaKJoW
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

58 days ago

#401k plan advisors can stop 'looking over their shoulders' when recommending #IRA #rollovers. New DOL PTE provides clear path to #ERISA #compliance. More from @401kspecmag at https://t.co/ukxmMBYI0W
3 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

59 days ago

Learn during our Aug. 11 webcast about SECURE Act-related changes to 401(k) safe harbor design and administration. | https://t.co/QAmB5E3gdh https://t.co/ESWQCgfrzP
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

67 days ago

SEC announces $97 million enforcement for failing to act in #retirement plan participants' #bestinterest. What about #DOL rules? Are your policies and practices up to par? @PensionResource & @RetirementLaw can help! https://t.co/OEQUnybWK3 #CompeteComply #ERISA #Fiduciary https://t.co/2WC0zLsDQX
2
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

82 days ago

Cheyenne Regional Medical Center with @EmpowerToday won a PSCA #siggy for their creative campaign targeting non-participants in two groups, the under 30 crowd and the 30+ crowd. Read about the results at: https://t.co/ZvnsXakIIc https://t.co/rIJYBhdYs8
1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

85 days ago

Westchester Medical Center Health Network with @EmpowerToday aimed to increase plan participation rates across its facilities over a few years. Their weeklong campaign exceeded expectations resulting in a 2% increase in plan participation in 2020. https://t.co/ZvnsXa37QE https://t.co/doBNaUJCcG
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

86 days ago

Mission Health with @Transamerica won a 1st place PSCA #siggy for their education campaign targeting those employees not contributing enough to the plan to receive the full match. Read about the great results of this campaign here: https://t.co/ZvnsXa37QE https://t.co/06y3RNZFbp
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

87 days ago

The Coca-Cola Company with @Transamerica won a PSCA #siggy for their campaign announcing the transition of its 3 nonqualified plans to a new recordkeeper and targeting newly eligible employees with education about the plans. Read more at: https://t.co/mK9wCwxbln https://t.co/CzpZ42JLpJ
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

88 days ago

AutoNation, with @Voya, won a PSCA #siggy for their fun “transformers” themed campaign to announce the transition to a new recordkeeper. https://t.co/mK9wCwxbln https://t.co/SUSTobDncU
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

89 days ago

Franciscan Missionaries of Our Lady Health System with @lincolnfingroup won a 1st place #siggy for their education campaign announcing the merger of 6 plans into 1, along with other plan design changes. Read more at: https://t.co/mK9wCwxbln https://t.co/KOtnBZXxup
1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Plan Sponsor Council of America (PSCA) @PSCA401k

92 days ago

ICYMI: #PSCAResearch #InTheNews via @ASPPA Behavioral Finance: New Ingredient in Finance and Investment Recipe
https://t.co/OMPwhUWahG
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

96 days ago

#DOL announces plan to "amend the regulatory definition of the term #fiduciary ... to more appropriately define when persons who render investment advice for a fee to employee benefit plans and IRAs are fiduciaries ..." under #ERIS
https://t.co/UuWdXXTGcl https://t.co/5WhW4SgdTl
3 2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

108 days ago

Enforcement & recoveries from #DOL investigations climb exponentially.. takeaway for financial institutions = "maintain a focus on ERISA compliance, not just when there’s a new rule that comes out." Read more from @EmileHallez @new
https://t.co/Lnaf3VDhVg https://t.co/pcQDvMAR9o
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

109 days ago

Enforcement & recoveries from #DOL investigations climbs exponentially.. takeaway for financial institutions = "maintain a focus on ERISA compliance, not just when there’s a new rule that comes out." Read more from @NewsFromIN at:
https://t.co/eny7j2DGL5 https://t.co/pcQDvMSs0W
2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

123 days ago

This #DOL "National Enforcement Project" known as "Plan Investment Conflicts" (PIC) is heating up (#forewarnedforearmed). According to USDOL Field Investigator, PIC, which began in 2016, "investigates issues related to #fiduciary s
https://t.co/Wg1XtVOO4x https://t.co/AE6csZhr1B
3 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

141 days ago

Unpacking #PEPs for #401k plans & opportunities for #advisors w/ Micah DiSalvo @tntknox & Shawn West, AIFÂź, CPFAÂź on American Trust podcast.. listen at: #ERISA #CompeteComply https://t.co/vzmcvW4QBk
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

151 days ago

Critical catch-22 for #advisers and financial institutions borne out of last week's DOL guidance for #retirement investors @NewsFromIN #401k #IRA #Rollover #ERISA #Fiduciary https://t.co/uJgZg7Nzoe
3 5
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

157 days ago

How should #retirement plan #advisors be preparing to work with Pooled Employer Plans? Join Micah DiSalvo, Shawn West, AIFÂź, CPFAÂź, @tntknox and I at 2 ET on 4/28 to learn more. Register at: @PensionResource @RetirementLaw #ERISA #401k https://t.co/WR9nvlHFPw
2 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

158 days ago

DOL publishes long-awaited "additional guidance" on #investment advice exemption. 21 FAQs on #ERISA, #fiduciary duties, #rollovers & #compliance at: @PensionResource Member Roundtable at 3 ET on 4/20.. #CompeteComply https://t.co/cSnXCAaWGw
2 3
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

185 days ago

It's not too late to catch this webcast at 2pm est.
https://t.co/u25p1zD3ni https://t.co/Duc3KrCtjX
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

187 days ago

2021 edition coming in April! Preorder your copy 
 https://t.co/8POuUO82gC https://t.co/kgrDMRid7Q
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

192 days ago

Exam Crams! Bob Kaplan, CPC, QPA, QKC, QKA offers expert 4-hour coaching. Get tips & training to help pass the exam DC-3: this month 
 March 23 & 25 https://t.co/D7nlPfHizM https://t.co/EOy62ld53k
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

200 days ago

The Butch Lewis Emergency Pension Plan Relief Act was approved Feb. 27 as part of the mammoth American Rescue Plan Act of 2021 (H.R. 1319) by a (near) party-line vote of 219-212 https://t.co/7RX7G1mTcp
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

201 days ago

Retirement Industry Specialists Create A Powerful New Partnership - https://t.co/PtTuaBOtJ1
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

205 days ago

Time’s running out! If you haven’t yet, renew your ASPPA membership, and earn or report CE credits to complete the 2019–2020 cycle, by Feb. 28. Set yourself up for success in 2021 by locking in your membership and credential to enjoy all the resources & networking ASPPA offers. https://t.co/xFBVPeuxHL
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

205 days ago

Several states have programs up and running to make retirement plan coverage available to those whose employers do not offer it. So where do they stand? A recent report provides a look. https://t.co/d8tnl7orbn
2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

206 days ago

What Are the Odds?
https://t.co/P74nYUza4z
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

207 days ago

Time is running out check your CE! https://t.co/AzEPk8a36f https://t.co/oQbjxNpneX
1 1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
American Retirement Association @usa_retirement

208 days ago

ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA @ASPPA

208 days ago

PBGC to Launch New Version of Premium Filing Application
https://t.co/PG35LBtArW #ASPPAnet #filing
2 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

216 days ago

Impact of #DOL #advice exemption on #RIAs this year and beyond via @RIABiz #ERISA #IRA #Rollover https://t.co/mtblsGbFwZ
4 3
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

218 days ago

More on DOL's #fiduciary #advice exemption (and beyond) from @NewsFromIN #ERISA #rollover #CompeteComply https://t.co/nNCGnch99g
2 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

218 days ago

DOL confirms #fiduciary #advice exemption will proceed as scheduled. Practical deadline is 12/20/21 for firms already complying w/ Temp. Enforcement Policy. More info + next steps @PensionResource Member RT @ 3 ET on 2/24 https://
https://t.co/CwbBtfTiBo https://t.co/crGmQfwpft
3 1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

219 days ago

Many financial advisers have turned to digital mediums within the past year, realizing the impact virtual outreach has on their clients and the future of their firms. https://t.co/tbMbZL3Hch
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

219 days ago

With online advertisements, advisers have an opportunity to reach younger people who are interested in finance topics. https://t.co/pB8UxAyEBD
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

222 days ago

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

222 days ago

TRA Announces Acquisition of R. Bruce Tanner & Associates - https://t.co/n4nc1xrsNH
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

225 days ago

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

228 days ago

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

228 days ago

NFP Purchases Pension Advisors - https://t.co/j9tswdZwzA
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

233 days ago

Commitment to Low Rates Eases Stock Bubble Fears (for Many) https://t.co/4SKqhOIC2j
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

233 days ago

15th Anniversary of RPAY: Bukaty Companies Financial Services https://t.co/52X2evxnls
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

234 days ago

DOL Missing Participant Guidance Not a List of Requirements https://t.co/A5WogULi6Y https://t.co/lye9HxoVkv
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

235 days ago

Neal Proposes New Bill to Help Multiemployer Pensions https://t.co/J9gUMtalZZ
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

235 days ago

Even As Industry Consolidates, Breakaways Remain Common https://t.co/y91JywORoJ
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

235 days ago

Court Finds Insufficient Evidence for ERISA Claims Against Intel https://t.co/b3Vh6WpkU6 https://t.co/epcDWhd7sq
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

235 days ago

How to Get Participants More Engaged in Financial Wellness Programs https://t.co/Qrgh8hSt04
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

235 days ago

Emergency Pension Plan Relief Act of 2021 Introduced in the House https://t.co/HLOYLaH4z3
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

236 days ago

Portman’s Retirement Will Cap a Career of Retirement Advocacy https://t.co/LPETzVeNlW
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

236 days ago

Service Launches to Help Plan Advisers Evaluate PEPs, PPPs https://t.co/mPkFvXn54Q
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

239 days ago

Retirement Industry People Moves https://t.co/RInzDQ0AdF https://t.co/lBD02Pt6Y9
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

239 days ago

DOL Secretary Objects to Provision in Settlements of DST ERISA Lawsuits https://t.co/dOz5ciC03Z
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

239 days ago

HUB Names New Leader for Retirement and Private Wealth https://t.co/bP90P79aG9
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

240 days ago

New DOL ESG Guidance Expected to Encourage More Plan Adoption https://t.co/70NYnS8sZp
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

240 days ago

Investment Products and Service Launches https://t.co/xbcdpMFP70 https://t.co/FBLWPQdLnm
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

240 days ago

Mercedes-Benz Is Latest National Brand to Face ERISA Litigation https://t.co/Ca4leVKDSg https://t.co/4tqgaXKR2Z
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

240 days ago

Schlichter Strikes Again, This Time Against Takeda Pharma’s 401(k) https://t.co/yeI9ch13hb https://t.co/Vrn2N4rR9p
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

240 days ago

2021 PLANSPONSOR Plan Adviser of the Year Nominations Open https://t.co/UL3rQX6DQ2 https://t.co/wGjlXRfTmK
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

241 days ago

15th Anniversary of RPAY: Josh Ulmer https://t.co/WQ77SaT4Mz https://t.co/T1YIDUjkb4
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

241 days ago

Market Watchers Hope Steadier Leadership Will Propel Growth https://t.co/Cu6tyWo3X0 https://t.co/cxCsC2DsBb
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

242 days ago

Biden Administration Might Accelerate Growth of ESG Investing https://t.co/5W9tNgdE9e
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

242 days ago

Busy Days Ahead for SEC Leadership Chair Gary Gensler https://t.co/E45Y9G4Bdi
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

246 days ago

Retirement Industry People Moves https://t.co/1OOAymd8pT https://t.co/Q6PRIvfnYf
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

246 days ago

Court Filing Details $13M UPenn 403(b) Lawsuit Settlement https://t.co/BB4i85Z06g
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

246 days ago

Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit https://t.co/tUycyi7Afv
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

246 days ago

Lawsuit Says Provider Used Plan to Promote Its Own Funds https://t.co/VnRu9iU4Eh
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

247 days ago

Investment Product and Service Launches https://t.co/eUWS6uxe68 https://t.co/f8CuKHYUfM
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

247 days ago

15th Anniversary of RPAY: 401k Advisors Intermountain https://t.co/iQgv4D5qIM https://t.co/3mSSbR3vZ2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

247 days ago

Finally, @USDOL clarifies expectations for #retirement plan #fiduciaries regarding missing participants! #ERISA #compliance #401k https://t.co/AoYzwbqCry
3 1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

247 days ago

Dueling Dismissal Motions Denied in BlackRock Self-Dealing Lawsuit https://t.co/sP4zCMtYSW
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

248 days ago

Common Mistakes Advisers Make That Should be Avoided https://t.co/bT5Q2yBtLR https://t.co/5ND0uxzPJz
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
PLANADVISER @PLANADVISER

248 days ago

Missing Participant Guidance Released by DOL https://t.co/zn3FfVgyi4
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

253 days ago

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

253 days ago

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

255 days ago

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

255 days ago

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

256 days ago

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

256 days ago

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

256 days ago

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

256 days ago

The 401k Plan Company Launches California PEP - https://t.co/2zJr75beXS
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

270 days ago

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

270 days ago

NAPA Unveils the 2021 Top Retirement Plan Advisors Under 40 - https://t.co/8ZkHOqUrHf
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

274 days ago

Impact Analysis webinar re #DOL #FiduciaryRule / #Advice exemption on Banks and RIAs starts in 30 min.! Join @PensionResource, @RetirementLaw & Fi360, A Broadridge company reg at: #erisa #rollover #CompeteComply https://t.co/SSLIMnqLC0
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
American Retirement Association @usa_retirement

274 days ago

From our families to yours: Happy holidays! https://t.co/mwDgiIvEGW
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

275 days ago

.@PensionResource Member Roundtable Re #DOL #FiduciaryRule / #Advice exemption starts in 1 hr!
#ERISA #CompeteComply
2 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

276 days ago

Looking for plain English translation re impact of #DOL #FiduciaryRule / #Advice exemption on Banks and RIAs? Join @PensionResource, @RetirementLaw & Fi360, A Broadridge company Friday 12/18 at 2 ET reg at: https://t.co/12YKr2xJUf
2 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

276 days ago

2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

277 days ago

Hot off the presses #DOL #Advice exemption / #fiduciaryrule 3.0 final rule is available at https://t.co/8a16i1deqo
3
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

277 days ago

Stayed tuned as it looks like the #DOL #advice exemption / #fiduciaryrule will be released this afternoon ... @PensionResource Member Roundtable is on for Thurs. 12/17 at 3 ET. https://t.co/Sb716bT4WO
2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

283 days ago

Reports of the #fiduciaryrule 3.0 / #DOL advice exemption's death upon arrival may be greatly exaggerated.. 5 USC §553(d)(1) provides: "The required publication or service of a substantive rule shall be made not less than 30 days before its effective date
https://t.co/d65Zq9Kl7H
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

283 days ago

Join us for our 2020 Fiduciary Year in Review and a Look Ahead with Blaine Aikin and Duane Thompson, Thursday, December 10 at 2:00 p.m. ET.

https://t.co/hLlvohFJ0J https://t.co/0J9VqhYZex
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
American Retirement Association @usa_retirement

291 days ago

ATTENTION: ARA members to check out the work that ARA PAC is doing on Capitol Hill!
https://t.co/5VDq95SBZc
#retirement #PAC
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

297 days ago

1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
American Retirement Association @usa_retirement

297 days ago

We want to send our wishes a day early as you prepare for Thanksgiving! #Thankful https://t.co/Jd2ZSQeGua
4 5
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

312 days ago

What lies ahead for #retirement plan #advisors? Join me, @AmericanCentury, @CallanLLC & @newsfromIN to discuss today at 4 ET. Reg at #ERISA #401k #CompeteComply https://t.co/vLlhfbVjn6
5 4
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts @JasonRobertsESQ

323 days ago

Where did the DOL land on #ESG rule & #ERISA #fiduciary duties? Here is the final rule: (194 min. read .. hint - scroll to the bottom) #401k https://t.co/rtKk78Cdp9
3 4
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

327 days ago

IRS Announces 2021 Retirement Plan Contribution Limits for 401ks -- https://t.co/V7x25hrS0o
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

354 days ago

Empower and Fifth Third Bolster Service to Retirement Plan Clients With Acquisition Agreement - https://t.co/U5LevYkvhp
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

1 year ago

Empower to Acquire Retirement Plan Business of MassMutual - https://t.co/cX5LawLMLN
3
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

"No longer do CEOs have the privilege of a measured approach to digital transformation...; they have been thrust into digital leadership regardless of whether they are prepared." How CEOs discover, introduce & implement emerging technology https://t.co/TdzdaTMIoo
1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

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

https://t.co/oC1tAY6YHc by @usnews
1 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

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

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

https://t.co/jSj7s11CL9
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

"As wealth management firms across North America look to attract and retain talent, they should be aware that one in two financial advisors often think about leaving their firm to join one with better technology." - Donna Bristow @Broadridge Read more... https://t.co/wjN29M3w9l
1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

Our goal is to enable financial intermediaries to easily implement a prudent fiduciary process. We built the Fiduciary Focus Toolkitℱ to do just that! Today we are hosting a 30-minute introduction to the software. Join us at 3:00 ET. Register now!
https://t.co/dDf5wieTXi https://t.co/419H0oZfzY
1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
American Retirement Association @usa_retirement

1 year ago

We asked for PEP clarity and the revisit of ‘Regular Basis’ Test in DOL’s Investment Advice Proposal in our comment letter to the @USDOL @TedGodbout Has the breakdown.
https://t.co/FlnBj9AKWq
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

.@Broadridge Starts Fi360 Remote Exams: Tech Roundup | ThinkAdvisor https://t.co/vChgJPlfir by @ThinkAdvisor #fiduciary #readyfornext
1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

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

https://t.co/BoGj7Vckav https://t.co/Sm0fyvG0p0
1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

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

https://t.co/pQfKI1TuCn
Retirement Law Group@RetirementLaw
Total Tweets429
Followers291
Following68
Retirement Law Group @RetirementLaw

1 year ago

Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email.
Pension Resource@PensionResource
#ERISA compliance experts. We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets793
Followers1.08K
Following666
Pension Resource @PensionResource

1 year ago

Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email.
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

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

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

https://t.co/R45oCymSU9
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

Today at 2PM EDT: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/UX3revmvcE #masterclass #retirement #DCplans https://t.co/VL8XzxQ8CE
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

Tomorrow at 2PM EDT: Webinar: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/eE7EbTdoiQ #masterclass #retirement #DCplans https://t.co/Qth9ksZnFQ
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

Today from 2-3PM: Webinar on Making the Case for #StableValue. https://t.co/OiMpEtamqr #masterclass #retirement #fiduciary https://t.co/vZUKItRMXS
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

Don't forget about tomorrow's webinar from 2-3PM: Why #StableValue: Making the Case for Stable Value. https://t.co/W1EkI4LsjH #masterclass #retirement #fiduciary https://t.co/fGzsGlGWey
1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

Upcoming webinar: Why Stable Value: Making the Case for #StableValue. Sign up for the webinar here. https://t.co/VTDixmFIru #CD #masterclass #retirement #ibonds https://t.co/1vQfmNByFN
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

Coming up next week: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/aNNOGDw7qN #masterclass #retirement #DCplans https://t.co/2bmq36pOmn
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

Next week's topic: Why Stable Value: Making the Case for Stable Value. Sign up for the webinar here. https://t.co/BXxWek16EK #masterclass #retirement https://t.co/FMgY2xVH38
1 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

New webinar! 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/AHqOhAQ0cA #masterclass #retirement #DCplans https://t.co/DTvntrDfYh
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

Advisors Scrambling to Meet Reg BI Compliance Deadline | ThinkAdvisor https://t.co/bJy1or82l4 by @ThinkAdvisor
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

A new rule could make it harder to figure out if your financial advisor is on your side https://t.co/HXN0MlhL7c by @Darla_Mercado
1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
American Retirement Association @usa_retirement

1 year ago

American Retirement Association Statement on the Death of George Floyd. https://t.co/HmcJgftuF2
1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

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

1 year ago

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

1 year ago

Working through DC plan communications in a pandemic - https://t.co/PvCNTCctzE #dc
1 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

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

Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid Roundup | ThinkAdvisor https://t.co/7DlElEznCp by @ThinkAdvisor
5
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

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

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

1 year ago

One-Fifth of Large Retirement Plan Sponsors Say They Are Suspending 401k Matches - https://t.co/DbamWvzxTA
1 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

We’re happy you found this helpful! That is our mission, always đŸ™ŒđŸ» https://t.co/S7LDF2xjOY
2 2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

#Fi360Conference looks a little different this year. But the faces are familiar! Listening to Blaine Aikin + @MichaelKitces discuss Reg BI & other trends for #fiduciary and professionalism. https://t.co/aeGKO3VRY0
1 2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

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

https://t.co/Ky3edANklD
1 3
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

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

https://t.co/C0KHo0gzeb https://t.co/TvBlWRRqNy
1 3
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360 @fi360

1 year ago

5 Action Items for Successful Retirement Outcomes @401kspecmag

https://t.co/PdoE8Zlw1s
3 4
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
American Retirement Association @usa_retirement

1 year ago

Our first concern is always the safety of our members and staff! We are excited that we can still bring you all the industry intel, but instead it will be digitally! https://t.co/tQBgBsBFeJ
4
Retirement Law Group@RetirementLaw
Total Tweets429
Followers291
Following68
Retirement Law Group @RetirementLaw

1 year ago

New @PensionResource Member Brief re: #CARESAct relief for #retirement plans and participants (and sample client-facing communication for you to white label) now available in PRI #compliance portal! #erisa #401k #competecomply
Pension Resource@PensionResource
#ERISA compliance experts. We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets793
Followers1.08K
Following666
Pension Resource @PensionResource

1 year ago

New @PensionResource Member Brief re: #CARESAct relief for #retirement plans and participants (and sample client-facing communication for you to white label) now available in PRI #compliance portal! #erisa #401k #competecomply https://t.co/l79NxvE3C2
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
American Retirement Association @usa_retirement

1 year ago

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

https://t.co/GTa2KEscgz
2 2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

2 year ago

TRA Continues Expansion With Acquisition of Fred S. Shapiro & Associates - https://t.co/V4uBI5ZK1u
1 1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

2 year ago

ERISApedia Announces Benchmark Reporting for 403b Plans - https://t.co/7HT3JKYjgp
Retirement Law Group@RetirementLaw
Total Tweets429
Followers291
Following68
Retirement Law Group @RetirementLaw

2 year ago

Looking for clarity re #SECUREAct changes? Join @PensionResource Member RT Thurs. (1/23) at 3 ET. Special guest Pete Swisher & @JasonRobertsESQ will discuss opportunities/challenges for financial institutions in #MEPs, #PEPs & #PPPs #ERISA https://t.co/nwlu3TOuZA
1
Pension Resource@PensionResource
#ERISA compliance experts. We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets793
Followers1.08K
Following666
Pension Resource @PensionResource

2 year ago

Looking for clarity re #SECUREAct changes? Join @PensionResource Member RT Thurs. (1/23) at 3 ET. Special guest Pete Swisher & @JasonRobertsESQ will discuss opportunities/challenges for financial institutions in #MEPs, #PEPs & #PPPs #ERISA https://t.co/1EZVsrwJIj
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

2 year ago

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

2 year ago

PSCA Releases Its 62nd Annual Survey Results - https://t.co/YLq6gfdviM
1
Retirement Law Group@RetirementLaw
Total Tweets429
Followers291
Following68
Retirement Law Group @RetirementLaw

2 year ago

Full text of Mass. #FiduciaryRule avail at: https://t.co/wpwHO4wA9v .. Learn how this proposal intersects and/or departs from New Jersey & Nevada rules on next @PensionResource Member Roundtable #CompeteComply #compliance #fiduciary https://t.co/W3OxcS6etY
Pension Resource@PensionResource
#ERISA compliance experts. We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets793
Followers1.08K
Following666
Pension Resource @PensionResource

2 year ago

Full text of Mass. #FiduciaryRule avail at: https://t.co/6XpdWPhcIf .. Learn how this proposal intersects and/or departs from New Jersey & Nevada rules on next @PensionResource Member Roundtable #CompeteComply #compliance #fiduciary https://t.co/JS3a6Wf0Tq
Retirement Law Group@RetirementLaw
Total Tweets429
Followers291
Following68
Retirement Law Group @RetirementLaw

2 year ago

Sneak peek @PensionResource Member RT 11/14 @ 3 pm ET "Supervising #Retirement Plan Services" Agenda = FINRA, SEC, OCC & DOL Rules; OBAs, Family & Reps as Sponsors; Fees, Delivery of Services, Tools, Referrals & Participants; #ERISA #Fiduciary & PTE #Compliance.. #CompeteComply https://t.co/BHPedWc52p
Pension Resource@PensionResource
#ERISA compliance experts. We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets793
Followers1.08K
Following666
Pension Resource @PensionResource

2 year ago

Sneak peek @PensionResource Member RT 11/14 @ 3 pm ET "Supervising #Retirement Plan Services" Agenda = FINRA, SEC, OCC & DOL Rules; OBAs, Family & Reps as Sponsors; Fees, Delivery of Services, Tools, Referrals & Participants; #ERISA #Fiduciary & PTE #Compliance.. #CompeteComply https://t.co/MV37q6pRgk
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

2 year ago

ABG of Michigan to Merge With Sentinel Benefits & Financial Group - https://t.co/soFKUYrn2K
Retirement Law Group@RetirementLaw
Total Tweets429
Followers291
Following68
Retirement Law Group @RetirementLaw

2 year ago

Sneak peek @PensionResource Member RT 11/14 @ 3 pm ET "Supervising #Retirement Plan Services" Agenda = FINRA, SEC, OCC & DOL Rules; OBAs, Family & Reps as Sponsors; Fees, Delivery of Services, Tools, Referrals & Participants; #ERISA #Fiduciary & PTE #CompeteComply https://t.co/9sfjSw3vYL
1
Pension Resource@PensionResource
#ERISA compliance experts. We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets793
Followers1.08K
Following666
Pension Resource @PensionResource

2 year ago

Sneak peek @PensionResource Member RT 11/14 @ 3 pm ET "Supervising #Retirement Plan Services" Agenda = FINRA, SEC, OCC & DOL Rules; OBAs, Family & Reps as Sponsors; Fees, Delivery of Services, Tools, Referrals & Participants; #ERISA #Fiduciary & PTE #CompeteComply https://t.co/rhywtWozVA
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

2 year ago

401k and Retirement Plan Limits for the Tax Year 2020 Announced - https://t.co/wERCqOlKq9
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

2 year ago

Three firms Partner to Deliver Bundled Fiduciary 401k Services - https://t.co/5i4yCMbz8Z
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

2 year ago

Department of Labor Proposes New Electronic Disclosure Rule - https://t.co/lZ32EKIPug
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

2 year ago

Cetera Adds Participant Advice to Fee-for-Service Payment Model - https://t.co/w2Ym0HAgZJ
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

2 year ago

Fiduciary Education Launches Online Course on Successful DC Plan Design - https://t.co/SgqAU726ej
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

2 year ago

Projected 401k and Retirement Plan Limits for the Tax Year 2020 - https://t.co/pBzlbWfS3T
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

2 year ago

Millennium Trust Launches Small Business Retirement Solution - https://t.co/SVSfFGWV6b
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter @401khelpcenter

2 year ago

Nuveen Adds Target-Date CIT Series to Its Retirement Product Suite - https://t.co/LbCB4PFg1q
Retirement Law Group@RetirementLaw
Total Tweets429
Followers291
Following68
Retirement Law Group @RetirementLaw

2 year ago

.@PensionResource member roundtable today at 2 ET. Topics = state/fate of new laws & regs, enforcement alert non #ERISA 403(b) & 457(b) plans, Reg. BI & #IRA rollovers, new PRI forms, policies & #advisor training & #BestPracticesForBestInterest(TM) https://t.co/icuFupwFet
Pension Resource@PensionResource
#ERISA compliance experts. We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets793
Followers1.08K
Following666
Pension Resource @PensionResource

2 year ago

.@PensionResource member roundtable today at 2 ET. Topics = state/fate of new laws & regs, enforcement alert non #ERISA 403(b) & 457(b) plans, Reg. BI & #IRA rollovers, new PRI forms, policies & #advisor training & #BestPracticesForBestInterest(TM) https://t.co/YTjr3XmAwK
1

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