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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New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Navigating Voluntary COVID-19 Vaccination Programs & Incentives https://t.co/96Xo4zf8Zy


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'The lack of distributions was not because account holders are increasingly using HSAs as savings vehicles but rather because the account holder has become disengaged from the account' @EBRI @Livelyhsa https://t.co/j0GEUoFEO9


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
What Are the Odds?
https://t.co/P74nYUza4z
https://t.co/P74nYUza4z


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
Interesting. '65% said they see pensions as better than 401(k) plans for providing retirement security.' #401k #RetirementPlanning @NIRSonline @401kbrian https://t.co/91w4xWE0Ha


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'It is a highly speculative asset, and you know I think people should be aware it can be extremely volatile' #401k #RetirementPlanning @USTreasury @elonmusk https://t.co/0Kq5lJVRAJ


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
You need to read the plan document https://t.co/UdxSYPc9Ge


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Fiduciaries Under a Biden Labor Department: What Is on the Horizon? https://t.co/77DgsUOwMy


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'It is a highly speculative asset, and you know I think people should be aware it can be extremely volatile' #401k #RetirementPlanning @USTreasury @elonmusk https://t.co/H9EojP2PxC


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
New PBGC Rule Simplifies Multiemployer Plan Withdrawal Liability Calculations https://t.co/D6L8CHksFW


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
Interesting. '65% said they see pensions as better than 401(k) plans for providing retirement security.' #401k #RetirementPlanning @NIRSonline @401kbrian https://t.co/NteaLPcHot


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'The lack of distributions was not because account holders are increasingly using HSAs as savings vehicles but rather because the account holder has become disengaged from the account' @EBRI @Livelyhsa https://t.co/xz7FEj2Eje


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
Temporary PPP Application Window for Small Businesses Coming #NAPAnet #Smallbiz
https://t.co/UyFpLfuPkF
https://t.co/UyFpLfuPkF


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Time is running out check your CE! https://t.co/AzEPk8a36f https://t.co/oQbjxNpneX


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'One way that advisors can dissuade certain clients who are inclined to begin taking Social Security right away is to look at spousal benefits they may be entitled to.' #401k #RetirementPlanning @principal https://t.co/NdTlXfilJE


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'The financial wellness critics are right ...' #401k #retirementplanning @JeanChatzky @CapitalGroup https://t.co/ARUP2kiZNT


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
Thought you might find this interesting. My partner, Brad Campbell, and I were interviewed for this article about the new DOL fiduciary rule. But the article is more than that. Why did the rule go final? What’s next? https://t.co/VQDEQ45n1x


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Updated Penalty Amounts for ERISA Violations https://t.co/HdKbgLphgv


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Securities Litigation and Regulatory Enforcement Update https://t.co/Te97FpGDMn


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
One-Year Expiration of Outbreak Period: Pandemic Rages On, But It’s (Probably) Time to Pay Your COBRA Premiums https://t.co/LCvUG2EzUc


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'In the near term, you’re going to see PEPs take hold and prosper.' #401k #RetirementPlanning @Securian https://t.co/cCDLt1KGWE


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'With the acquisition of Atlanta Retirement Partners, OneDigital’s expands to more than 100 offices and nearly 50 retirement wealth offices across the United States' #401k #retirementplanning @WeAreOneDigital https://t.co/9nlqU56pJ4


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Order of Benefit Deductions from Employee Pay https://t.co/1ZYb71wBNc


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
You should pick out the groceries https://t.co/3p5UOzBcQQ


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
Investment advisers need to pay attention to the #DOL’s new fiduciary interpretation. It imposes strict standards on rollover recommendations & impacts advice to IRAs where conflicted compensation is received (eg., revenue sharing from custodians). And its already effective. https://t.co/EkThWe7a7R


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'For the 4 in 10 (39%) consumers who lost a job or income since the outbreak of COVID-19, retirement confidence dropped to 42% ...' #401k #retirementplanning @LIMRA @LIMRAnewscenter @401kbrian https://t.co/u8az8a1Xl9


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Making Sure It Hurts: 2021 Increased Penalties for ERISA Violations https://t.co/qRJjwONsnc


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'23% of the participants plan on repaying their Coronavirus Related Distribution (CRD), although less than 1% have done so thus far.' #401k #retirementplanning @TRowePrice @401kbrian https://t.co/Sf47yQlTUn


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Breaking Down the “Outbreak Period” Extensions: The Clock May Begin Ticking Soon for Important Deadlines Suspended Due to COVID-19 https://t.co/JDtOBH76Vf


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
IRS Confirms No Action Needed On Recent 2019 Form 5500 Extension Letters
https://t.co/hzzFgz2kIV
https://t.co/hzzFgz2kIV


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
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Following1.15K


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'It is becoming increasingly clear that the pandemic may have a lasting impact on retirement outcomes for many individuals.' #401k #retirementplanning @Voya @shlomobenartzi @401kbrian https://t.co/drwq8HbVff


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'Within three weeks of launch, it passed $100 million in total assets ...' #401k #retirementplanning @Betterment @Betterment4Biz @401kbrian https://t.co/NaHrrLpfui


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'For starters, your 401k plan participants will be more than 50% less likely to cash out their retirement savings.' #401k #retirementplanning @RCHConsolidate https://t.co/XLOpE6W8q7


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
An Alternative Approach to an ERISA Litigation Conundrum https://t.co/xM4TtWSSyE


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Just be accountable https://t.co/FAiBrmGck6


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
No Surprises Act prohibits balance billing, creates arbitration process for out-of-network providers https://t.co/EhuBnD2OvF


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
If you would like to know more about the unexpected DOL fiduciary interpretation and exemption, here is a good article from @Think_MelanieW I am quoted in the article. This is a big deal. I can’t believe there hasn’t been more publicity. https://t.co/xekNfpVYMm


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Spring is near and so is our great new conference:
ASPPA Spring National! Combining the best of two popular events, Spring Virtual & Philadelphia Regional, this unique conference is interactive & online, & features industry experts addressing hot topics!
https://t.co/NU2y0JIXzR https://t.co/GrTyMFW6hF
ASPPA Spring National! Combining the best of two popular events, Spring Virtual & Philadelphia Regional, this unique conference is interactive & online, & features industry experts addressing hot topics!
https://t.co/NU2y0JIXzR https://t.co/GrTyMFW6hF


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
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Following1.15K
Plan sponsors indicate they are more likely to conduct a fee study in 2021, compared to last year...
https://t.co/ztWOldu6tI
https://t.co/ztWOldu6tI


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Time’s running out! If you haven’t yet, renewed your ASPPA membership, and earn or report CE credits to complete the 2019–2020 cycle, by Feb. 28. Set yourself up for success in 2021 by locking in your membership and credential to enjoy all the resources! https://t.co/AzEPk8a36f https://t.co/c9yByPCtxS


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Don’t miss tomorrow’s WiRC session on healthy eating & physical wellbeing: It’s designed to improve your engagement with work & life.
https://t.co/RRddD845ZX
#Wirc #womeninretirement https://t.co/jHDUPkjcfD
https://t.co/RRddD845ZX
#Wirc #womeninretirement https://t.co/jHDUPkjcfD


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'In the near term, you’re going to see PEPs take hold and prosper.' #401k #RetirementPlanning @Securian https://t.co/3H4VzBWnL9


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
Don’t miss tomorrow’s WiRC session on healthy eating & physical wellbeing: It’s designed to improve your engagement with work & life.
https://t.co/N18siMSIaG
#Wirc #womeninretirement https://t.co/fP4Z2G90Lc
https://t.co/N18siMSIaG
#Wirc #womeninretirement https://t.co/fP4Z2G90Lc


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'Holistic financial wellness gives employees the information and skills they need to create new behavior patterns.' #401k #RetirementPlanning @iGrad https://t.co/9NGLPkryPZ


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
#SECUREAct 2.0 is proposed legislation, but its more than “just” that. It was introduced last year by Ways & Means Chair Neal & Ranking Member Brady...two political heavyweights. Pay attention to it. Here’s an article about important provisions. https://t.co/PosBjaCKnI


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'We rethought the 401k model from the ground up' #401k #RetirementPlanning @humaninteresthq @401kbrian https://t.co/9c66uJujWM


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Incentivizing (COVID-19) Vaccinations: What Employers Need to Know https://t.co/alL84GWjg1


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Closing the book on continuing the ERISA “best interest” debate – is there anything left to argue about? https://t.co/URxXj1acNI


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'While we can’t necessarily slow down the rate of litigation, these steps can help ensure plan sponsors are well prepared' #401k #RetirementPlanning @Vestwell @AaronSchumm https://t.co/sz4TG7NMJK


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Plan Audits not Immune from Pandemic
https://t.co/4R81RgpdzC
https://t.co/4R81RgpdzC


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
For Whom the Statute Tolls https://t.co/KVuLTiYMZ7


401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
'The first step ...when selecting ESG investment options for a 401(k) plan, then, is marrying the concept of systematic ESG with some measure of financial health.' #401k #RetirementPlanning @NTInvest https://t.co/m8bmo3GX41


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
The Rosenbaum Law Firm Review - February 2021 https://t.co/2WZY391AtB


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Health Plan Sponsor Assessed Attorneys' Fees for Pursuing Meritless ERISA Claims against Plan Administrators https://t.co/TawABNLZN8


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Pick what’s good, not what’s popular https://t.co/MSmIzKtgc8


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
More on DOL's #fiduciary #advice exemption (and beyond) from @NewsFromIN #ERISA #rollover #CompeteComply https://t.co/nNCGnch99g


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Surprise Medical Billing – Changes to Law Will Have a Significant Impact on Group Health Plans https://t.co/XU2XDh5Da9


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
DOL confirms #fiduciary #advice exemption will proceed as scheduled. Practical deadline is 12/20/21 for firms already complying w/ Temp. Enforcement Policy. More info + next steps @PensionResource Member RT @ 3 ET on 2/24 https://…https://t.co/CwbBtfTiBo https://t.co/crGmQfwpft


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Don’t let the overwhelming nature of 2020 hinder your progress toward a healthy & balanced 2021!
https://t.co/BvAZhBhiyK https://t.co/tkfHVC1QK0
https://t.co/BvAZhBhiyK https://t.co/tkfHVC1QK0


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
Don’t let the overwhelming nature of 2020 hinder your progress toward a healthy & balanced 2021!
https://t.co/1iN7c35ow9 https://t.co/uTfLhteg3f
https://t.co/1iN7c35ow9 https://t.co/uTfLhteg3f


All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.34K
Followers19.01K
Following356
Eddy Award winners recognized for communications excellence for #retriement plans https://t.co/7Krp8n16uK via @pensionsnews
#definedcontribution #retirementplans #financialwellness #401k
#definedcontribution #retirementplans #financialwellness #401k


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Disclosure Requirements for Service Providers Extended to Group Health Plans https://t.co/SGsyhvbQYJ


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Many financial advisers have turned to digital mediums within the past year, realizing the impact virtual outreach has on their clients and the future of their firms. https://t.co/tbMbZL3Hch


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Court Dismisses Putative COBRA Class Action Brought Against Southwest Airlines Board of Trustees https://t.co/LViK9fleXo


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
With online advertisements, advisers have an opportunity to reach younger people who are interested in finance topics. https://t.co/pB8UxAyEBD


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Ninth Circuit: Insurers Must Honor Their Promises to Out-Of-Network Providers https://t.co/KVUKIsQLp9


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Financial Factors in Selecting Plan Investments Under ERISA https://t.co/VNeLfbok17


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
End-of-Year Omnibus Bill Adds Mental Health Parity and Addiction Equity Act Disclosure Requirements https://t.co/8HdDJbmhdo


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
A week from today, Brad Campbell and I will be doing our quarterly Beltway call. This should be interesting because of the change in administration. What’s up with the ESG reg? What about the fiduciary advice exemption? And new laws? Register here: https://t.co/8LwRQ3bBZR


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K


All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.34K
Followers19.01K
Following356
Denmark's ATP #pension fund delivers 23.2% investment return for 2020 https://t.co/Sa5qsI2vQu via @pensionsnews


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
DOL Provides (Informal, Non-Binding) Guidance on Missing Participants https://t.co/tS1vdD7hXr


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
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Followers455
Following3
Moving On: The array of ERISA compliance solutions for rollover advice https://t.co/arrYQR4yJB


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
You may notice something a little different with your ASPPA Connect today! We are excited to share our revamped newsletter!
Tell us what you think!?
Tell us what you think!?


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
The #DOL’s regulation for e-delivery of participant materials reflects changes in our culture and promises efficiencies in plan administration. However, it also brings a new set of fiduciary responsibilities to plan sponsors...to protect the data. Here’s our take on that. https://t.co/EkxH3h5jeH


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
New ERISA Case Results in Another Assignment for Today – Ensure your Group Health Plan’s Claims Administrator is Raising Anti-Assignment during the Claims... https://t.co/nZQxBVXzUk


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
VALIC sued over surrender charge https://t.co/JngnUdSXmg


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
After each quarter, I publish the 3 most popular articles on my blog. Here they are for the 4th quarter of 2020. All 3 discuss the standards of care for advisors under the securities law and ERISA, and 2 talk about the treatment of conflicts. https://t.co/a2SXcxwf1G


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
On Jan. 12, 2021, @USDOL released a triple dose of guidance related to helping retirement plan fiduciaries meet their obligations under the Employee Retirement Income Security Act (ERISA) to distribute retirement benefits to missing participants.
https://t.co/1aGQ4idxyh
https://t.co/1aGQ4idxyh


All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.34K
Followers19.01K
Following356
Dilhan Pillay Sandrasegara will become executive director and CEO of @Temasek Holdings, effective October 1 https://t.co/kbN5VThJP3 via @pensionsnews
#investing #Singapore
#investing #Singapore


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Second Circuit Affirms Dismissal Of ERISA Claims Challenging The Inclusion Of Company Stock In 401(k) Plan https://t.co/JCihjgpfQa


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Revenue Sharing is costlier to plan participants https://t.co/SpVOcidzGA


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Biden Administration Requests Review of DOL’s Final “ESG” Rules for ERISA Fiduciaries – What Does that Mean for the DOL’s Final Proxy Voting Rules? https://t.co/7XHgpHkmsh


New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
Disclosure Required: Lifetime Income Estimates on Defined Contribution Plan Benefit Statements https://t.co/xlXN2jYs5W


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
On Tuesday, Feb. 16, our Best Interest Team will be putting on program just for investment advisers. It will cover key issues for #RIAs under the new administration, including the #SEC and #DOL activities. If interested, you can register through the link below. https://t.co/IVz97jWZMX


All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.34K
Followers19.01K
Following356
Asset owners turn to #privatecredit in quest for returns https://t.co/4Ry0PiarHy via @pensionsnews
#investing #PI_Top1000 #retirement #pensions #privatedebt #privateassets #privatemarkets
#investing #PI_Top1000 #retirement #pensions #privatedebt #privateassets #privatemarkets


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Cetera Snaps Up Voya Advisors - https://t.co/yLdM5anR4Z


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
TRA Announces Acquisition of R. Bruce Tanner & Associates - https://t.co/n4nc1xrsNH


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
Just in case you were wondering what impact Gary Gensler will have on the SEC, and therefore on RIAs and broker-dealers, here’s what one of my partners thinks. https://t.co/i6vPaDZoGH


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
The HELP Committee debated the nomination of Marty Walsh to the role of labor secretary for nearly three hours on Thursday, setting the stage for an imminent committee vote and consideration by the full Senate. https://t.co/gVyc3DMTUA


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: #PSCAresearch #InTheNews via @Benefits_PRO Getting 401(k) participation back on track in 2021
https://t.co/mrOhX7rAU9
https://t.co/mrOhX7rAU9


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
I recently spoke with @InsNewsNet about the impact of the Biden administration on guidance from the DOL, including the so-called ESG rule. I thought you might like to see this. https://t.co/G8mbZpWCaJ


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
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TPAs and PEPs: A Look at How They Interact:
In the ASPPA-produced “TPAs and PEPs: Structure and Service Options,” webcast. The American Retirement Association’s Jake Linney addressed the services a TPA can provide to a PEP...
https://t.co/vA9B2jurvI
In the ASPPA-produced “TPAs and PEPs: Structure and Service Options,” webcast. The American Retirement Association’s Jake Linney addressed the services a TPA can provide to a PEP...
https://t.co/vA9B2jurvI


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
How does your 401(k) plan measure up? You can find out with PSCA's 63rd Annual Survey of Profit Sharing and 401(k) Plans, now available at https://t.co/OHAUdq4eHT #PSCAresearch #401k #retirement https://t.co/ePA0cszJgp


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Total Tweets4.52K
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Following1.15K
SEC Sharpens ESG Focus with New Position
https://t.co/pSzHGXBkBa
https://t.co/pSzHGXBkBa


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Integrated Partners, Massachusetts Society of CPAs Join Forces to Bring PEPs to MA CPA Firms - https://t.co/wWpGPr2QQl


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
NFP Purchases Pension Advisors - https://t.co/j9tswdZwzA


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
This will be the first Inside the Beltway this year. With the support of Natixis, Brad Campbell and I will discuss the retirement plan changes likely to come out of the Presidential and Georgia Senate elections. Lots of good info. Don’t miss this one! https://t.co/8LwRQ3bBZR


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
The New E-Delivery Rule: The Price of Simplification
This joint piece discusses the DOL’s E-Delivery Rule and the fiduciary considerations applicable to plans that rely on the new rule. Thanks, @fredreish, Bruce Ashton, and Stephen Pennartz
https://t.co/79zdOa9JYt
This joint piece discusses the DOL’s E-Delivery Rule and the fiduciary considerations applicable to plans that rely on the new rule. Thanks, @fredreish, Bruce Ashton, and Stephen Pennartz
https://t.co/79zdOa9JYt


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Wednesday, February 10 | 2–2:50 p.m. ET
Working with Qualified Plans Can Be Taxing
Speaker: Bob Kaplan, CPC, QPA, QKC, QKA, CFP
Sign up! TODAY
https://t.co/tvsiDWP7VM
Working with Qualified Plans Can Be Taxing
Speaker: Bob Kaplan, CPC, QPA, QKC, QKA, CFP
Sign up! TODAY
https://t.co/tvsiDWP7VM


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
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Following1.15K
Did GameStop’s ‘Pop’ Drop the Average 401(k)?
https://t.co/E5ByZqhv6J
https://t.co/E5ByZqhv6J


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
If you’re interested in the big securities law issue of the day, there’s no better place to turn to than my partner, Jim Lundy. https://t.co/DoEUifJcMD


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Commitment to Low Rates Eases Stock Bubble Fears (for Many) https://t.co/4SKqhOIC2j


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
#RegBI imposes a principles-based regulatory regime on broker-dealers, different that the previous rules-based approach. The #SEC & #FINRA will be conducting examinations on the implementation of those principles. Here are some of our thoughts on that. https://t.co/4wBxXfIcBv


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Total Tweets7.29K
Followers5.12K
Following241
15th Anniversary of RPAY: Bukaty Companies Financial Services https://t.co/52X2evxnls


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Total Tweets7.29K
Followers5.12K
Following241
DOL Missing Participant Guidance Not a List of Requirements https://t.co/A5WogULi6Y https://t.co/lye9HxoVkv


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
The #DOL expanded its definition of #fiduciary advice for #rollover recommendations. The Biden administration may reverse the exemption for resulting conflicts, but the expanded definition is probably here to stay. Here’s what it means for #RIAs. https://t.co/kYFuq7MF0w


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Total Tweets7.29K
Followers5.12K
Following241
Neal Proposes New Bill to Help Multiemployer Pensions https://t.co/J9gUMtalZZ


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Even As Industry Consolidates, Breakaways Remain Common https://t.co/y91JywORoJ


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Total Tweets7.29K
Followers5.12K
Following241
Court Finds Insufficient Evidence for ERISA Claims Against Intel https://t.co/b3Vh6WpkU6 https://t.co/epcDWhd7sq


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
How to Get Participants More Engaged in Financial Wellness Programs https://t.co/Qrgh8hSt04


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Emergency Pension Plan Relief Act of 2021 Introduced in the House https://t.co/HLOYLaH4z3


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
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Following1.15K
Yellen Confirmed, While Key Senator Announces Retirement
https://t.co/wrYJfR593s
https://t.co/wrYJfR593s


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Total Tweets4.52K
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Hold It! White House Halts Regulatory Projects
In a Jan. 20 memo, White House Chief of Staff Ron Klain instructed the heads of executive departments and agencies to place a hold on all recently issued rules and regulations. #NAPAnet #holdup #regulations
https://t.co/81ecWa0zKK
In a Jan. 20 memo, White House Chief of Staff Ron Klain instructed the heads of executive departments and agencies to place a hold on all recently issued rules and regulations. #NAPAnet #holdup #regulations
https://t.co/81ecWa0zKK


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Portman’s Retirement Will Cap a Career of Retirement Advocacy https://t.co/LPETzVeNlW


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Service Launches to Help Plan Advisers Evaluate PEPs, PPPs https://t.co/mPkFvXn54Q


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The plan “target” this time is the $1.8 billion 401(k) plan of Takeda Pharmaceuticals USA Inc., more specifically the fiduciaries of that plan and their selection—and retention—of Northern Trust’s Focus Funds on the plan’s investment menu. #NAPAnet
https://t.co/FwvA3xavai
https://t.co/FwvA3xavai


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: #PSCAResearch #InTheNews via @MarketWatch Opinion: COVID pressured some employers to suspend their 401(k) match https://t.co/AiTqFIaQ5f


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Retirement Industry People Moves https://t.co/RInzDQ0AdF https://t.co/lBD02Pt6Y9


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
DOL Secretary Objects to Provision in Settlements of DST ERISA Lawsuits https://t.co/dOz5ciC03Z


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DeNoyior Tapped to Lead HUB Retirement Biz
Joe DeNoyior, President-Elect of the American Retirement Association and Past President of NAPA, has been named President of HUB’s Retirement and Private Wealth practice.
#NAPAnet
https://t.co/YOj6idLVeO
Joe DeNoyior, President-Elect of the American Retirement Association and Past President of NAPA, has been named President of HUB’s Retirement and Private Wealth practice.
#NAPAnet
https://t.co/YOj6idLVeO


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
HUB Names New Leader for Retirement and Private Wealth https://t.co/bP90P79aG9


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
New DOL ESG Guidance Expected to Encourage More Plan Adoption https://t.co/70NYnS8sZp


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Investment Products and Service Launches https://t.co/xbcdpMFP70 https://t.co/FBLWPQdLnm


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Mercedes-Benz Is Latest National Brand to Face ERISA Litigation https://t.co/Ca4leVKDSg https://t.co/4tqgaXKR2Z


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Schlichter Strikes Again, This Time Against Takeda Pharma’s 401(k) https://t.co/yeI9ch13hb https://t.co/Vrn2N4rR9p


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
Biden’s nominee for Secretary of Labor will have a profound effect on retirement plan guidance going forward, including the #ESG regulation and the fiduciary rule/exemption. To learn more about the nominee, here’s an article by Melanie Waddell. https://t.co/vPwuNxrC8Y


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
2021 PLANSPONSOR Plan Adviser of the Year Nominations Open https://t.co/UL3rQX6DQ2 https://t.co/wGjlXRfTmK


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: #PSCAResearch #InTheNews via @SHRM Retirement Plan Sponsors Face a Consolidating 401(k) Marketplace https://t.co/9jIcXWRPNP


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
The #DOL has been investigating employers about 401(k) missing participants & in some cases asserting #fiduciary breaches. Plan sponsors have complained about lack of DOL guidance. The Department has finally helped with that. https://t.co/IW6MyajsuA


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
15th Anniversary of RPAY: Josh Ulmer https://t.co/WQ77SaT4Mz https://t.co/T1YIDUjkb4


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Market Watchers Hope Steadier Leadership Will Propel Growth https://t.co/Cu6tyWo3X0 https://t.co/cxCsC2DsBb


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Breaking News: Biden to Order ESG Rule Review
https://t.co/hDEIOeTrrp
https://t.co/hDEIOeTrrp


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: #PSCAResearch #InTheNews via @USATODAY Overwhelmed by retirement planning? Here's how to prioritize your 401(k), Roth IRA and HSA contributions in 2021. https://t.co/gT8jHCjs0m


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Biden Administration Might Accelerate Growth of ESG Investing https://t.co/5W9tNgdE9e


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: #PSCAResearch #InTheNews via @Forbes How To Tell If Your Retirement Plan Is Undiversified And High Risk
https://t.co/HQi5mDCDp6
https://t.co/HQi5mDCDp6


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Busy Days Ahead for SEC Leadership Chair Gary Gensler https://t.co/E45Y9G4Bdi


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Retirement Industry People Moves https://t.co/1OOAymd8pT https://t.co/Q6PRIvfnYf


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Court Filing Details $13M UPenn 403(b) Lawsuit Settlement https://t.co/BB4i85Z06g


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit https://t.co/tUycyi7Afv


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Total Tweets7.29K
Followers5.12K
Following241
Lawsuit Says Provider Used Plan to Promote Its Own Funds https://t.co/VnRu9iU4Eh


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Investment Product and Service Launches https://t.co/eUWS6uxe68 https://t.co/f8CuKHYUfM


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
15th Anniversary of RPAY: 401k Advisors Intermountain https://t.co/iQgv4D5qIM https://t.co/3mSSbR3vZ2


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Finally, @USDOL clarifies expectations for #retirement plan #fiduciaries regarding missing participants! #ERISA #compliance #401k https://t.co/AoYzwbqCry


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Dueling Dismissal Motions Denied in BlackRock Self-Dealing Lawsuit https://t.co/sP4zCMtYSW


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: #PSCAResearch #InTheNews via @themotleyfool The Average 401(k) Savings Rate: Will It Really Fund Retirement? https://t.co/k7KrHU5onu


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Common Mistakes Advisers Make That Should be Avoided https://t.co/bT5Q2yBtLR https://t.co/5ND0uxzPJz


Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
Missing Participant Guidance Released by DOL https://t.co/zn3FfVgyi4


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Rep. Richard Neal (D-MA) is calling for the implementation of auto-IRAs and auto-401(k)s as part of the framework. He also calls for making the Saver’s Credit refundable and building on changes from the SECURE Act.
https://t.co/a6Si0rs0Pp
https://t.co/a6Si0rs0Pp


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
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“In fiscal year 2020 alone, EBSA’s investigators helped missing and non-responsive participants recover benefits with a present value in excess of $1.4 billion.”
#NAPAnet
https://t.co/HK4u4tnkW3
#NAPAnet
https://t.co/HK4u4tnkW3


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: #PSCAResearch #InTheNews via @Forbes 60% Of Workers Dipped Into Retirement Funds During 2020 https://t.co/swulWuDeUH


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: #PSCAResearch #InTheNews via @barronsonline Retirement in Brief: A Pair of Pandemic Surveys Examine Workers’ Changing Expectations, and Companies’ 401(k) Matches https://t.co/iqIWP4eEGT


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
When high school students study American history 50 years from now, Trump’s name will appear twice. First as an impeached President; second as a President who sent his followers to riot at the Capitol to disrupt the certification of his successor. Sadly, that will be his legacy.


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Securian to Offer Education Benefits to Retirement Plan Clients -- https://t.co/ienpEXqR2G


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Biden Picks Boston Mayor to Lead DOL -- https://t.co/XCbhsH2Rnn


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The election of the two Georgia Senate Democratic candidates—and the resulting shift in control of the U.S. Senate—could have profound implications for President-elect Joe Biden’s policy agenda—including retirement plans.
https://t.co/z412dQ1xBl
#napanet #election #Senate
https://t.co/z412dQ1xBl
#napanet #election #Senate


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


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Marsh & McLennan Acquires Compass Financial Partners -- https://t.co/xsKPFnDgCR


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Sageview Acquired by Aquiline Capital Partners -- https://t.co/8kj5i2NplT


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Empower Retirement Closes Acquisition of MassMutual Retirement Plan Business -- https://t.co/C3ae7Gsujb


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
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Followers3.84K
Following197
PCS Retirement Acquires Alliance Benefit Group–Rocky Mountain -- https://t.co/Jrho1fAuP1


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
The 401k Plan Company Launches California PEP - https://t.co/2zJr75beXS


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Total Tweets4.52K
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Partial Plan Termination Relief Explained
https://t.co/dvWyzhfBTZ
https://t.co/dvWyzhfBTZ


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
We are on the cusp of a new year, and there are some important developments to keep in mind as 2021 arrives.
https://t.co/D60l8ozchU
https://t.co/D60l8ozchU


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“Division staff has assessed the results of its initial Regulation Best Interest examinations and now that approximately six months have passed since the Regulation Best Interest compliance date...
https://t.co/G3cOIXj3dI
https://t.co/G3cOIXj3dI


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
The year 2020 provided unique circumstances. Among them are employers that are not paying bonuses this year but whose employees nonetheless have been logging overtime. A recent blog entry examines the potential consequences... https://t.co/JToILXLC3G


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
President Trump Signs COVID Relief Bill
https://t.co/2s76L1kLg9
https://t.co/2s76L1kLg9


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
If you like movies, this is for you. Two of our securities lawyers give their takes on the best holiday movies and then move on to their views on the best Wall Street movies. Its fun. Enjoy. https://t.co/SttZN8aRFG


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
Nevin is talking Santa and retirement! https://t.co/MWXMasJ0rf


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Plan Fiduciaries: You Have No Right to Vote - https://t.co/FvZ5eu2ISL


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
NAPA Unveils the 2021 Top Retirement Plan Advisors Under 40 - https://t.co/8ZkHOqUrHf


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Breaking News: COVID Relief Bill Includes Retirement Relief
https://t.co/2frsWjI21h
https://t.co/2frsWjI21h


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
Partial Plan Termination, PPP Relief in COVID Deal
https://t.co/THHwViM8Cd
https://t.co/THHwViM8Cd


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Breaking news: New COVID-19 relief bill has retirement provisions. Read more at: https://t.co/gq1gE7LRuR


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Impact Analysis webinar re #DOL #FiduciaryRule / #Advice exemption on Banks and RIAs starts in 30 min.! Join @PensionResource, @RetirementLaw & Fi360, A Broadridge company reg at: #erisa #rollover #CompeteComply https://t.co/SSLIMnqLC0


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
From our families to yours: Happy holidays! https://t.co/mwDgiIvEGW


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
PSCA's 63rd Annual Survey is out now. Record savings rates and and a jump in key plan design trends are among the findings. Read more at https://t.co/TMZXfKu0MF #401k #retirement #PSCAresearch


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
.@PensionResource Member Roundtable Re #DOL #FiduciaryRule / #Advice exemption starts in 1 hr!
#ERISA #CompeteComply
#ERISA #CompeteComply


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
The DOL has unwrapped a new exemption, one that is slated to become effective 60 days after it is published in the Federal Register—and yes, that would fall after Jan. 20
https://t.co/pyLTvjyCmu
https://t.co/pyLTvjyCmu


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Looking for plain English translation re impact of #DOL #FiduciaryRule / #Advice exemption on Banks and RIAs? Join @PensionResource, @RetirementLaw & Fi360, A Broadridge company Friday 12/18 at 2 ET reg at: https://t.co/12YKr2xJUf


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
DOL Unwraps New Fiduciary Standard as a PTE
https://t.co/c1ktBWG3HA
https://t.co/c1ktBWG3HA


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
More from @WSJ on #FiduciaryRule / #advice exemption at #ERISA #Rollover #CompeteComply https://t.co/PdF1HKfBmx


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Hot off the presses #DOL #Advice exemption / #fiduciaryrule 3.0 final rule is available at https://t.co/8a16i1deqo


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Stayed tuned as it looks like the #DOL #advice exemption / #fiduciaryrule will be released this afternoon ... @PensionResource Member Roundtable is on for Thurs. 12/17 at 3 ET. https://t.co/Sb716bT4WO


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
BREAKING NEWS: DOL Fiduciary Rewrite Ready for Liftoff?
https://t.co/4MnVrhmF1b
https://t.co/4MnVrhmF1b


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
What Will Retirees Owe in Taxes on Retirement Income?
https://t.co/rl4XJ9Ti21
https://t.co/rl4XJ9Ti21


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
The latest Wealth Management M&A Transaction Report from Fidelity reveals that November was the single largest month for M&A activity by a significant margin since the firm began tracking activity in 2016
https://t.co/wSEPI3r0mz
https://t.co/wSEPI3r0mz


ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
Here’s an article from the WSJ about the DOL exemption for investment advice to plans, participants & IRAs. The day this was published the DOL sent the final rule to the OMB but it has not been released. We won’t know what it says till its approved & published in the Fed Reg. https://t.co/XO405adGkA


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: #PSCAresearch #IntheNews via @NAPA401K New 403(b) Survey Finds Signs of Strength, Concern
https://t.co/Jfek9bsHef
https://t.co/Jfek9bsHef


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Reports of the #fiduciaryrule 3.0 / #DOL advice exemption's death upon arrival may be greatly exaggerated.. 5 USC §553(d)(1) provides: "The required publication or service of a substantive rule shall be made not less than 30 days before its effective date…https://t.co/d65Zq9Kl7H


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Join us for our 2020 Fiduciary Year in Review and a Look Ahead with Blaine Aikin and Duane Thompson, Thursday, December 10 at 2:00 p.m. ET.
https://t.co/hLlvohFJ0J https://t.co/0J9VqhYZex
https://t.co/hLlvohFJ0J https://t.co/0J9VqhYZex


Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
Today WE are pleased to announce the 2021 Top Retirement Plan Advisors Under 40! Check out the list!
https://t.co/SM3WmeQXv0
#ACES #NAPA401k https://t.co/7m0vyEFIw2
https://t.co/SM3WmeQXv0
#ACES #NAPA401k https://t.co/7m0vyEFIw2


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: #PSCAresearch #InTheNews via @401kspecmag 3 New Year’s Resolutions for 401k Plan Sponsors
https://t.co/LdLU9Rjsu0
https://t.co/LdLU9Rjsu0


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: 403(b) sponsors see little investment reaction to COVID-19 via @Steyer_PI at @pensionsnews https://t.co/k1YUiHIBXg #PSCAresearch #InTheNews


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
CRS Examines Access to, and Participation in, Employer-Sponsored Plans
https://t.co/sP6DFBW6bT
https://t.co/sP6DFBW6bT


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
ATTENTION: ARA members to check out the work that ARA PAC is doing on Capitol Hill!
https://t.co/5VDq95SBZc
#retirement #PAC
https://t.co/5VDq95SBZc
#retirement #PAC


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
PSCA's new snapshot survey of 403(b) plan sponsors, sponsored by @principal, shows that most are staying the course with plan contributions, for now. Read more at: https://t.co/Zmnix0vaPv


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
We want to send our wishes a day early as you prepare for Thanksgiving! #Thankful https://t.co/Jd2ZSQeGua


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
It's the final day of #ASPPAallaccess make sure you are set with all your CE and check out today's sessions 2020 Election Results and Ask the Experts! https://t.co/3JNFnncZaE


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
The booths are still open for #ASPPAallaccess attendees!! check out @ActuarialSysCo !


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
The booths are still open check them out! https://t.co/hRGVtIFjoA


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: 403(b) retirement plan sponsors shifting focus #PSCAresearch #InTheNews https://t.co/DQYuMzkFpK


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Participate in PSCA's Annual #NQDC survey and get a free copy of the report. Deadline November 30: https://t.co/VakI0wW34S


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
2020: the year of disruption. Let’s make 2021 the year we “embrace change!” Attend PSCA’s 2021 National Conference, offered virtually April 19–20. Plan sponsor members (including CPSPs) attend free! https://t.co/zpM8HtplK3


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: Top retirement planning tips everyone can follow to save more money, even in a pandemic #PSCAresearch #InTheNews https://t.co/9nNurwnnlZ


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
It's almost time for #ASPPAallaccess Happy Wednesday! https://t.co/9epyNQkAfm


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Retirement Plan Sponsors: What impact is the CARES act and COVID-19 economics having on your #401k plan? Let us know: https://t.co/NBcbPDsQns


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: There’s a New Top Priority for 403b Employee Education #PSCAresearch #InTheNews @principal https://t.co/q2tqaSlyHg


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
What lies ahead for #retirement plan #advisors? Join me, @AmericanCentury, @CallanLLC & @newsfromIN to discuss today at 4 ET. Reg at #ERISA #401k #CompeteComply https://t.co/vLlhfbVjn6


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: Reconsidering Plan Loans During the Pandemic https://t.co/DeZJlvCUAI #PSCAresearch #InTheNews


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: 2021 Retirement Plan Limits - most limits stayed the same. PSCA's quick reference chart on the key changes: https://t.co/XqITn9z7T8


PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
ICYMI: Reasons to Sign Up for a Health Savings Account https://t.co/4rUOaidl7e #PSCAresearch #InTheNews


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Happy Friday!! It's the end of week 2! What workshop are you attending today? #ASPPAallaccess https://t.co/35GFbEcady


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
Congrats! https://t.co/mFqnWA2mMv


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
#ASPPAallaccess You don't want to miss this session. Honestly, you don't have to miss any of the sessions this year! https://t.co/N3iMMVRB3d


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
#ASPPAallaccess Q&A starts at Noon est today! https://t.co/sSh4jFqnbU


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Where did the DOL land on #ESG rule & #ERISA #fiduciary duties? Here is the final rule: (194 min. read .. hint - scroll to the bottom) #401k https://t.co/rtKk78Cdp9


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
.@USDOL investigators continue to rack up record recoveries ($3 billion in fact) through #ERISA enforcement & #compliance programs.. more @NewsFromIn https://t.co/A6FKSRVk4g


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
IRS Announces 2021 Retirement Plan Contribution Limits for 401ks -- https://t.co/V7x25hrS0o


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
New #401k litigation trend? Schlichter says he's not targeting #MEPs for #ERISA #fiduciary breach claims, but time will tell.. @NewsFromIN digs deeper at: https://t.co/HLBSAGiF6z


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Empower and Fifth Third Bolster Service to Retirement Plan Clients With Acquisition Agreement - https://t.co/U5LevYkvhp


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Hear the latest on #rollover rules/proposals, pooled #401k plans & more live on tape w/ Todd & Chad from LeafHouse Financial #erisa #fiduciary https://t.co/PgiuLyiAp2


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Empower to Acquire Retirement Plan Business of MassMutual - https://t.co/cX5LawLMLN


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
"No longer do CEOs have the privilege of a measured approach to digital transformation...; they have been thrust into digital leadership regardless of whether they are prepared." How CEOs discover, introduce & implement emerging technology https://t.co/TdzdaTMIoo


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
#Fiduciary rule timeline criticized by ex #DOL chief & #ERISA practioners.. but still expected to be finalized this year.. @RIABiz https://t.co/gJfmd6yz5R https://t.co/JKkzV46KN2


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Here's a great article featuring Fi360's Blaine Aikin, for investors who are curious about the different types of fiduciary financial advisors.
https://t.co/oC1tAY6YHc by @usnews
https://t.co/oC1tAY6YHc by @usnews


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Questions re DOL #Fiduciary proposal, #rollovers, #RegBI #PEP & #MEPs? Join me tomorrow, 8/27 at 3 ET for a discussion & live Q&A w/ @LeafHouse1 - Reg. at https://t.co/zcI5i5oRsC #ERISA #401k #CompeteComply https://t.co/TjZ7hgmZ90


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
According to a recent @Broadridge study lead gen is one of the highest priorities of FAs nationwide. But lead-gen efforts alone won’t translate into success.
Sharpen your sales strategy with our Lead Gen & Nurturing Best Practices Guide. Download here!
https://t.co/jSj7s11CL9
Sharpen your sales strategy with our Lead Gen & Nurturing Best Practices Guide. Download here!
https://t.co/jSj7s11CL9


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
"As wealth management firms across North America look to attract and retain talent, they should be aware that one in two financial advisors often think about leaving their firm to join one with better technology." - Donna Bristow @Broadridge Read more... https://t.co/wjN29M3w9l


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Stunning results as comments to #DOL #ESG proposal are counted.. 95% of 8,636 opposed w/ 4% in favor.. who again is asking for protection from #401k plan sponsors and #fiduciary advisors? @RIABiz sums it up at: #ERISA #solutionsinsearchofproblems https://t.co/SzH9bT5Xl0


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Our goal is to enable financial intermediaries to easily implement a prudent fiduciary process. We built the Fiduciary Focus Toolkit™ to do just that! Today we are hosting a 30-minute introduction to the software. Join us at 3:00 ET. Register now!
https://t.co/dDf5wieTXi https://t.co/419H0oZfzY
https://t.co/dDf5wieTXi https://t.co/419H0oZfzY


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
We asked for PEP clarity and the revisit of ‘Regular Basis’ Test in DOL’s Investment Advice Proposal in our comment letter to the @USDOL @TedGodbout Has the breakdown.
https://t.co/FlnBj9AKWq
https://t.co/FlnBj9AKWq


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Only four more days to file comments w/ @USDOL #fiduciaryrule 3.0 (aka advice exemption). Hear more on impact on #RIAs and #IRA #rollovers in my video interview w/ @Ignites #ERISA #CompeteComply https://t.co/4aoelUgIU0


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
.@Broadridge Starts Fi360 Remote Exams: Tech Roundup | ThinkAdvisor https://t.co/vChgJPlfir by @ThinkAdvisor #fiduciary #readyfornext


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
#shelterinplace w/ me and Retireholi(k)s in 60 min. (4:30 PT) where we will discuss #401kplan PEPs, DOL #ESG and #Fiduciary proposals and, of course, #craftbeer
Reg. at
JD Carlson Mark Palmini@401kplandesignnsen Justin Ma@ChadJohansen7 Carlson https://t.co/QNMtAUtY0l
Reg. at
JD Carlson Mark Palmini@401kplandesignnsen Justin Ma@ChadJohansen7 Carlson https://t.co/QNMtAUtY0l


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Yesterday we hosted a webinar focused on financial planning for clients with disabilities. Many attendees took a moment to let us know how valuable the information was to their practice. Curious? Catch the presentation on demand!
https://t.co/BoGj7Vckav https://t.co/Sm0fyvG0p0
https://t.co/BoGj7Vckav https://t.co/Sm0fyvG0p0


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
More on best interest vs #fiduciary standard re #RegBI & new proposed exemption from @USDOL via @tarasbernard @nytimes #ERISA #IRA #rollovers #CompeteComply https://t.co/XCjMn7BcHc


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
"It’s time for companies to do more to help their workers evaluate their financial wellness ...." Cindy Dash, general manager & SVP at Matrix Financial Solutions, @Broadridge shares financial wellness tools for companies.
https://t.co/pQfKI1TuCn
https://t.co/pQfKI1TuCn


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
You've heard about the new @USDOL #FiduciaryRule but do you understand its impact on #RIAs? Plain English summary avail via @RIABiz #ERISA #rollovers #CompeteComply https://t.co/7H9rf6Rsln


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
New proposed exemption allows an investment #advice #fiduciary to receive "all forms of reasonable compensation" for #ERISA or #IRA advice, including #rollovers & 3rd-party advisors/managers (aka solicitors).. learn more on @PensionResource member RT tomo…https://t.co/aCCp2DloeC

Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email.


#ERISA compliance experts.
We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
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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.


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
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Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email. https://t.co/kcvxO1SRXw


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
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Following629
New " #FiduciaryRule " is actually interpretation in context of exemption and says #IRA #Rollover advice = #ERISA fiduciary advice if you were/will be fiduciary before/after recommending rollover itself. If not, then none of this applies!


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
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Following629
New proposed PTE from @USDOL is specific to #IRA #Rollovers and those serving in #ERISA #Fiduciary advice capacity... text avail here: https://t.co/gS9meUeHNv @PensionResource members look for invite to Member Roundtable asap #competecomply


CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
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Tired of waiting on the new #FiduciaryRule? Looks like today could be the day.. @USDOL press briefing at 4:30 ET re "Significant Rulemaking Update" #erisa #retirement #competecomply


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
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It’s Time to Buy Annuities. Really. by @RIAIntel
Fi360's John Faustino gives some perspective on these often disparaged products.
https://t.co/R45oCymSU9
Fi360's John Faustino gives some perspective on these often disparaged products.
https://t.co/R45oCymSU9


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


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


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


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
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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, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
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Following1.26K
Coming up next week: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/aNNOGDw7qN #masterclass #retirement #DCplans https://t.co/2bmq36pOmn


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Next week's topic: Why Stable Value: Making the Case for Stable Value. Sign up for the webinar here. https://t.co/BXxWek16EK #masterclass #retirement https://t.co/FMgY2xVH38


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
New webinar! 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/AHqOhAQ0cA #masterclass #retirement #DCplans https://t.co/DTvntrDfYh


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
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Followers5.63K
Following1.26K
Advisors Scrambling to Meet Reg BI Compliance Deadline | ThinkAdvisor https://t.co/bJy1or82l4 by @ThinkAdvisor


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
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Following1.26K
A new rule could make it harder to figure out if your financial advisor is on your side https://t.co/HXN0MlhL7c by @Darla_Mercado


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association Statement on the Death of George Floyd. https://t.co/HmcJgftuF2


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
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Followers5.63K
Following1.26K
The sound of silence https://t.co/ReEkBvasof by @investmentnews


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


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
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Working through DC plan communications in a pandemic - https://t.co/PvCNTCctzE #dc


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
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Following1.26K
We are honored to be part of the @Broadridge team. #ReadytoHelp #ReadyforNext
Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid Roundup | ThinkAdvisor https://t.co/7DlElEznCp by @ThinkAdvisor
Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid Roundup | ThinkAdvisor https://t.co/7DlElEznCp by @ThinkAdvisor


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Week 1 of our 2020 Webinar Series is in the books! We hope you enjoyed the content & the presenters for our first 3 sessions. All presentations are now available on our website. https://t.co/Km0qR1rPah
And be sure to register for upcoming sessions at https://t.co/t4t0UcDhPp. https://t.co/PBOk4Xg4ND
And be sure to register for upcoming sessions at https://t.co/t4t0UcDhPp. https://t.co/PBOk4Xg4ND


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
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Following197
One-Fifth of Large Retirement Plan Sponsors Say They Are Suspending 401k Matches - https://t.co/DbamWvzxTA


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
We’re happy you found this helpful! That is our mission, always 🙌🏻 https://t.co/S7LDF2xjOY


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
#Fi360Conference looks a little different this year. But the faces are familiar! Listening to Blaine Aikin + @MichaelKitces discuss Reg BI & other trends for #fiduciary and professionalism. https://t.co/aeGKO3VRY0


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
We are kicking off our fiduciary webinar series next week! Join us for valuable fiduciary insights while you earn continuing education credits. #fiduciaryexcellence
https://t.co/C0KHo0gzeb https://t.co/TvBlWRRqNy
https://t.co/C0KHo0gzeb https://t.co/TvBlWRRqNy


Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
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


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
We have compiled a list of FAQs highlighting some the most salient relief measures.
https://t.co/GTa2KEscgz
https://t.co/GTa2KEscgz


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
TRA Continues Expansion With Acquisition of Fred S. Shapiro & Associates - https://t.co/V4uBI5ZK1u


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
ERISApedia Announces Benchmark Reporting for 403b Plans - https://t.co/7HT3JKYjgp


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
The Small Business Retirement Plan Journey: Challenges - https://t.co/JbegnunenX


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
PSCA Releases Its 62nd Annual Survey Results - https://t.co/YLq6gfdviM


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
Pending prompt action by the U.S. Senate, the most comprehensive retirement security legislation in more than a decade is poised to become a reality.
https://t.co/jUWOpy084v
https://t.co/jUWOpy084v


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
ABG of Michigan to Merge With Sentinel Benefits & Financial Group - https://t.co/soFKUYrn2K


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401k and Retirement Plan Limits for the Tax Year 2020 Announced - https://t.co/wERCqOlKq9


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


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


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Cetera Adds Participant Advice to Fee-for-Service Payment Model - https://t.co/w2Ym0HAgZJ


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


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


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


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
Nuveen Adds Target-Date CIT Series to Its Retirement Product Suite - https://t.co/LbCB4PFg1q


Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
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Broadridge to Acquire Fi360 - https://t.co/bLSoHtmcn2


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
Clear your calendar for Oct 22-23! You won’t want to miss @ASPPA’s TPA Growth Summit! You’ll gain practical strategies to navigate TPA services obstacles, identify your firm’s strengths and leverage your skills to win more business. Learn more: https://t.co/2euicjIrkp #GrowTPA19


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
#IRS Issues New Guidance on Hardship Distributions. With the impetus of the Bipartisan Budget Act of 2018, the IRS has provided for comment some much-anticipated new proposed regulations on hardship distributions. @ASPPA @NAPA401K @NTSA403B https://t.co/fnOJBTvByt https://t.co/0VU5hWxknm


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
The #401k turns 40! ARA CEO Brian Graff joined @Voya and CEO Charlie Nelson this morning to ring the @NYSE Opening Bell to celebrate.
Happy Birthday 401(k)! https://t.co/6KNOb0xI2A
Happy Birthday 401(k)! https://t.co/6KNOb0xI2A


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
Although #stocks may be down this month, the average #401k balance keeps going up for both younger and older workers according to estimates from @EBRI https://t.co/VJvXgpBWvS


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
Why do 60% of #RetirementPlan participants not work with a #FinancialAdvisor? @NAPA401K explores the numbers from a recent @OneAmerica online survey @nevinesq : https://t.co/Tcm4dAwTI7


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
IRS Goes Paperless with its Voluntary Correction Program! @ASPPA https://t.co/F6usegSUGq


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
So many reasons to go to #NAPA401kSUMMIT. You can network with the Young Guns: NAPA’s Top Advisors Under 40. Just another reason why the very best advisors in the industry consider #napa401ksummit their MUST-ATTEND event of the year! #nevinesq https://t.co/blgmpK6ohg


The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
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