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!
Click "ctrl and F" to search content below for key words or topics.
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Multiaffiliate boutique firms face increasing cost-based competition, lack of collaboration, and other inefficiencies as they refine the #MultimanagerModel.
#InstitutionalInvestment #FinancialServices
https://t.co/0UMcsahGiD
#InstitutionalInvestment #FinancialServices
https://t.co/0UMcsahGiD
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Are money managers gaming ESG scores? There are vast inconsistencies between stated #ClimateRisk goals and actual investments, Paris-based business school EHDEC contends.
https://t.co/jyQmghsPYp
https://t.co/jyQmghsPYp
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
The problem with Target Date funds are the investors that use them https://t.co/9cbFPkuMff
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Despite the COVID-19 pandemic, assets of the world’s 300 largest retirement funds increased 11.5% to $21.72 trillion in 2020. A thread P&I Special Report🧵:
#PI_SpecialReports #PI_Megafunds
https://t.co/GZDi5c0elq
#PI_SpecialReports #PI_Megafunds
https://t.co/GZDi5c0elq
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Third Circuit Upholds Arbitrator’s Imposition of Parent Company Liability for Pension Withdrawal Liability https://t.co/gDbgww9iUZ
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
The Ontario Municipal Employees Retirement System is the target of a lawsuit by a former managing director claiming he's owed $52 million (C$65 million) based on incentive targets.
#PensionFunds #OMERS #Litigation
https://t.co/FlrLVzxhkk
#PensionFunds #OMERS #Litigation
https://t.co/FlrLVzxhkk
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Wyoming Retirement System returned a net 27.3% for the year ended June 30, above its strategic benchmark.
#PublicPensions #PensionFunds #PensionFundReturns #Investing
https://t.co/ayJy2ENQM7
#PublicPensions #PensionFunds #PensionFundReturns #Investing
https://t.co/ayJy2ENQM7
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
I spoke at the NAPA conference in Las Vegas earlier this week. It was great to be with others in the industry after a year and a half. Here is some information about the issues on the minds of ERISA attorneys. https://t.co/mJ8UN52yca
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Teacher Retirement System of Texas joined pension fund peers in adopting a formal #ESG policy, effective Oct. 1 to align with its fiduciary duty.
#PensionFunds #Investing #DefinedBenefitPlans #PublicPensions
https://t.co/HMQCpuYQej
#PensionFunds #Investing #DefinedBenefitPlans #PublicPensions
https://t.co/HMQCpuYQej
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Plan to attend the TPA Growth Summit at #ASPPAAnnual to gain practical strategies to successfully navigate TPA unique obstacles. Learn how to identify your firm’s strengths and capitalize on them.|https://t.co/seTjVnCdbN
#retirement #TPAservices https://t.co/t2bdUdD8Gi
#retirement #TPAservices https://t.co/t2bdUdD8Gi
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
A federal judge dismissed allegations of ERISA violations against NVIDIA Corp. and its #401k plan fiduciaries.
#Litigation #DefinedContributionPlans #MoneyManagement #MutualFunds
https://t.co/416PtoHxMw
#Litigation #DefinedContributionPlans #MoneyManagement #MutualFunds
https://t.co/416PtoHxMw
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Linda Gibson was appointed CEO of QMA, the quantitative affiliate of PGIM, effective Oct. 15.
#PI_People #MoneyManagement
https://t.co/t6PeJBwhFO
#PI_People #MoneyManagement
https://t.co/t6PeJBwhFO
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Thank you to our platinum sponsors for supporting this year’s #ASPPA Annual.| https://t.co/56lV5Hnxfq
#retirement #retirementplanning #ASPPA2021 https://t.co/BwD8qef8nl
#retirement #retirementplanning #ASPPA2021 https://t.co/BwD8qef8nl
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
Voting is open for NAPA’s Top Women Advisors Award! This award acknowledges #women who made important contributions to the #retirement industry. Don't miss your chance to vote for someone you think deserves recognition!| https://t.co/0w9gVe9kbI https://t.co/2gl2K8my5d
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Beijing's crackdown on tech companies has investors wondering if it's the end of the ADR market. In a new P&I commentary, Christian McCormick of @AllianzGI_view examines opportunities to adjust portfolios to reflect the new reality in China.
https://t.co/W5L2LJdez3
https://t.co/W5L2LJdez3
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Alaska's two largest #DefinedBenefitPlans each reported net returns of 27.6% for the latest fiscal year.
#PensionFunds #PublicPensions #PensionFundReturns #Investing
https://t.co/smHUyXJLbG
#PensionFunds #PublicPensions #PensionFundReturns #Investing
https://t.co/smHUyXJLbG
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
American Realty Advisors aims to entice women and people of color to the real estate industry with its Tomorrow's Real Estate Leaders program. The application deadline is approaching soon.
#Diversity #Inclusion #FinanceJobs
https://t.co/2T3yzTwSzz
#Diversity #Inclusion #FinanceJobs
https://t.co/2T3yzTwSzz
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Ontario Teachers' Pension Plan sets 2 interim targets as part of goal to achieve net-zero on greenhouse gas emissions by 2050.
#ESG #ClimateRisk #ClimateCrisis #MoneyManagement #Alternatives #OTPP
https://t.co/ufysC6fAFh
#ESG #ClimateRisk #ClimateCrisis #MoneyManagement #Alternatives #OTPP
https://t.co/ufysC6fAFh
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
A proposed mandate for #AutoEnroll retirement plans could be a "game changer," sources say, but it only has the backing of one political party in Washington.
#Legislation #TargetDateFunds #RetirementPlans
https://t.co/pk5OtGXuNz
#Legislation #TargetDateFunds #RetirementPlans
https://t.co/pk5OtGXuNz
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
Angelo Manioudakis was named chief investment officer at Northern Trust Asset Management.
#PI_People #MoneyManagement #CIO
https://t.co/WMJ8gwkm5C
#PI_People #MoneyManagement #CIO
https://t.co/WMJ8gwkm5C
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
John Laing Pension Fund insured $443 million (£320 million) in pension liabilities through a second buy-in with retirement and insurance company Aviva.
#PensionFunds #DefinedBenefitPlans #PensionBuyins
https://t.co/RklTqhZmlQ
#PensionFunds #DefinedBenefitPlans #PensionBuyins
https://t.co/RklTqhZmlQ
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
The U.K. Financial Conduct Authority and The Pensions Regulator are developing a common framework to help executives measure value for money in #DefinedContribution plans.
#Investing #Regulation #FCA #TPR
https://t.co/2HTZOM80jL
#Investing #Regulation #FCA #TPR
https://t.co/2HTZOM80jL
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets43.44K
Followers19.37K
Following381
QIC named Whitehelm Capital veteran Nicholas Stockdale as its first head of infrastructure debt in Europe.
#PI_People #Alternatives #Infrastructure #Investing #MoneyManagement
https://t.co/5cMQ1UtQPH
#PI_People #Alternatives #Infrastructure #Investing #MoneyManagement
https://t.co/5cMQ1UtQPH
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Participants with loans dips https://t.co/9TOIzHvqjT
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
'It could result in savers being less willing to engage in planning or take action to achieve their financial goals' #401k #retirementplanning @EmpowerToday https://t.co/tWugX0iaGt
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
Are you familiar with the Women in Retirement Conference (#WiRC)? If not, we invite you to learn more because it’s an empowering opportunity to grow — personally and professionally! Register today! | https://t.co/yONhUNoQgs
#LetsWiRC #womeninretirement #retirement https://t.co/1H8K6BjIkR
#LetsWiRC #womeninretirement #retirement https://t.co/1H8K6BjIkR
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Want to let your colleagues know you’ll be at ASPPA Annual? ASPPA has a toolkit for you to use in your posts. Share these images w/ your network using the #ASPPA tag & invite them to come with!| https://t.co/UiRVkCIyXG
#retirement #networking https://t.co/rtkuUAzQCU
#retirement #networking https://t.co/rtkuUAzQCU
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
'We had a controversial question about bitcoin in 401(k)s, so of course, we went to Anthony Scaramucci' #401k #retirementplanning @Scaramucci https://t.co/d7JTxwDX4F
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
You’re almost out of time to save on ASPPA Annual registration. Our Early Bird discount ends tomorrow! Register now and save. | https://t.co/2U96Ul2BAW
#retirement #earlybird #retirementplanning #ASPPA2021 https://t.co/1SxjpwSoHr
#retirement #earlybird #retirementplanning #ASPPA2021 https://t.co/1SxjpwSoHr
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
'Koresko and others diverted tens of millions for their personal benefit ...such as purchasing personal property on the island of Nevis, boat rentals, and other improper personal uses. #401k #retirementplanning @USDOL https://t.co/x96QJ68uQI
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Don’t be that guy at a networking event https://t.co/DTAjbVqK8a
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Where do GoPs (groups of plans) stand after DOL released proposed regulations? For now, it's not very promising. Comment period could change that, however. Pete Swisher explains at: https://t.co/40CD4dAMtO #ERISA #Compliance #401k #fiduciary
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
More on new #DOL regulations for groups of plans via @investmentnews at https://t.co/LqEJKbjydE #ERISA #Fiduciary #401k #compliance
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
“Click Here?” Fiduciaries: Is Your Retirement Plan’s Website/Portal User-Friendly? https://t.co/1kh3L6aI0Y
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Department of Labor Confirms Effective Date of Lifetime Income Disclosure Rules https://t.co/rKNdfecYh6
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
PTE 2020-02: a #rollover recommendation cannot be made without data about the participant’s plan. Under the #DOL’s #fiduciary interpretation, advisors will typically be fiduciaries for rollovers, a prudent process is needed & it requires plan data. https://t.co/GFIqojOW86
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Court: Federal Restitution Rights Override ERISA 401(k) Plan Protection https://t.co/3z64holSBJ
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Technical training with a regional footprint. We’re bringing the hot topics—SECURE Act, #cybersecurity, MEPs & PEPS, Washington Update & more—to #Cincinnati. Join us at ASPPA TE(k) Cincinnati Nov. 15–16! | https://t.co/3SKdIcyEGl
#technicaltraining #secureact https://t.co/YP3FE9dDUB
#technicaltraining #secureact https://t.co/YP3FE9dDUB
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
Want to know how to create a more inclusive financial-benefits package for employees, at scale? Then join us on Monday, Sept. 20 at 2 p.m. ET for our latest #webcast! | https://t.co/LQYVhpPrTP
#financialplanning #retirement #financialbenefits https://t.co/yEE0S9PuAF
#financialplanning #retirement #financialbenefits https://t.co/yEE0S9PuAF
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Let’s get ethical: Sept. 22 webcast on how to comply w/ ARA’s Code of Conduct — and what can happen if you don’t. | https://t.co/l28VRrzj3m https://t.co/Jiweml4V8a
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
Thank you for joining us at 2021 NAPA 401(k) Summit! See you at the next Summit in Tampa, April 3-5, 2022. | https://t.co/PWugXwvaeB
#retirement #NAPA401kSummit #401K #theadvisorexperience https://t.co/UDinX4msor
#retirement #NAPA401kSummit #401K #theadvisorexperience https://t.co/UDinX4msor
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
‘#Bitcoin and other cryptocurrencies have captured the imagination of many investors.’ #401k #retirementplanning https://t.co/Hlp4YxV7qN
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
State IRA programs spur retirement plan sponsorship https://t.co/O4JP97WE8N
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Mental Health Parity Update: DOL and NY AG Actions Highlight Ongoing Scrutiny of NQTLs https://t.co/AJYPJDxZYv
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
‘Enormous Impact’ of Retirement Legislation Now in Washington: 2021 NAPA 401k Summit #401k #retirementplanning @NAPA401K https://t.co/N5rvnqYWPV
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
We just released the eighth annual list of #NAPA Top 100 Defined Contribution (DC) Wholesalers, as selected by the nation’s leading retirement plan advisors. See who made the list. | https://t.co/osTZWkYHTP
#401K #planadvisors #Definedcontribution #retirement https://t.co/mamyQJntpZ
#401K #planadvisors #Definedcontribution #retirement https://t.co/mamyQJntpZ
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
‘We see demand increasing for diversity and inclusion in our workforce’ #401k #retirementplanning https://t.co/rq2XkTpqbZ
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
‘Advisors are dealing with burnout at work like everyone else, but there are strategies to combat it’ #401k #retirementplanning https://t.co/OPRFiz6EmB
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
NQPA Conference attendees will learn about the importance of creating client-specific nonqualified plans, which includes identifying and implementing actionable solutions. Sign up today to attend! | https://t.co/QSXw3AJIP6
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
'Seventy percent doubt they will receive full benefits in new PlanGap survey' #401k #retirementplanning https://t.co/T1IX9VUqmf
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
It’s the final day of the 2021 NAPA 401(k) Summit! Today's agenda is filled with more #workshops that provide intuitive discussions. Click here for more information. | https://t.co/EgXYBir1RU
#401k #agenda #retirement https://t.co/yryYO4bVxh
#401k #agenda #retirement https://t.co/yryYO4bVxh
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
New Arizona Law on Union Benefits and Financial Disclosure Obligations Set to Take Effect https://t.co/fL9PwxtYyR
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
Tonight, we celebrate #NAPA New Year the right way: at the DAYLIGHT BEACH at The Mandalay Bay! If you are a summit registrant, your ticket is complementary. Access your ticket here. | https://t.co/mLuHYkGjRR
#retirement #retirementplanning #401K https://t.co/mneyep5Aww
#retirement #retirementplanning #401K https://t.co/mneyep5Aww
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
During ASPPA Annual, we’ll explore ethical dilemmas that arise when dealing w/ clients & share case studies, challenges & practical solutions. Check out the agenda! | https://t.co/1BDjckQVVN
#ASPPA2021 #ethics #retirementplans #retirement https://t.co/SHmxhnUz7q
#ASPPA2021 #ethics #retirementplans #retirement https://t.co/SHmxhnUz7q
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Second Circuit Revives Share-Class Claim In NYU Retirement Plan Class Action https://t.co/hNVDy4CsNm
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
ERISA Litigation Roundup: Northern District of Illinois Dismisses ERISA Stock-Drop Suit https://t.co/95x2CIUxId
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
Thank you to our Diamond sponsors for supporting this year’s #NAPA 401(k) Summit! | https://t.co/ws9wMS3Jps
#401K #retirement #NAPA401kSummit
@natixis @MorningstarInc @Fidelity @Voya https://t.co/C40XnrvBSi
#401K #retirement #NAPA401kSummit
@natixis @MorningstarInc @Fidelity @Voya https://t.co/C40XnrvBSi
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
Day 2 of the #NAPA 401(k) Summit continues with unique workshops that offer lively discussions for our attendees. See which workshops you want to attend. | https://t.co/jdZ0PN3MOn
#401k #retirement #NAPA401kSummit https://t.co/OenqS73BcT
#401k #retirement #NAPA401kSummit https://t.co/OenqS73BcT
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
Tonight: Royal Machines at the House of Blues. We kick off the first night of the Summit with an all-exclusive concert with the Royal Machines at the House of Blues. See what else we have in store. | https://t.co/mLuHYkGjRR
#NAPA #401K https://t.co/E942kEd5J9
#NAPA #401K https://t.co/E942kEd5J9
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
You can help NAPA make sure Congress understands what is needed to protect America’s retirement security! Really, YOU can! Drop by the ARA booth to learn about the ARA PAC, NAPA’s Government Affairs Committee, and other advocacy opportunities. | https://t.co/TPysOLrleB
#401K #PAC https://t.co/qFwS4KF2xt
#401K #PAC https://t.co/qFwS4KF2xt
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
Today, we kick off our first day of the #NAPA 401(k) Summit. Check out what’s on the agenda for Day 1! | https://t.co/jdZ0PN3MOn
#401K #retirement #retirementadvisors https://t.co/ZFkXgZKUvy
#401K #retirement #retirementadvisors https://t.co/ZFkXgZKUvy
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.69K
Followers2.41K
Following1.15K
Thank you to our Double Diamond sponsors for supporting this year’s NAPA 401(k) summit! | https://t.co/ws9wMS3Jps
#401K #NAPA #financialservices #TheAdvisorExperience
@JPMorganAM https://t.co/kmshQ7vMaw
#401K #NAPA #financialservices #TheAdvisorExperience
@JPMorganAM https://t.co/kmshQ7vMaw
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Milk Carton Advisors are still a thing https://t.co/G9JCHgEwQl
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Employment Law Update – Fall 2021 https://t.co/5pG4An16Rg
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Awe...otters make everything more fun, yes? Yes. If you haven't reviewed your retirement savings strategy lately, you otter. #401kday #hadto https://t.co/DNduz118V9
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
'They could result in savers being less willing to engage in planning or take action to achieve their financial goals' #401k #retirementplanning https://t.co/1C90seuw2Q
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
We had a controversial question about #bitcoin in 401(k)s, so of course, we went to @Scaramucci, the investment manager and political heavyweight who the @newyorkpost called one of the city’s top powerbrokers.
iTunes: https://t.co/QNVTga8yrX
Spotify: https://t.co/g7FoNengdD https://t.co/M18hMY8uhC
iTunes: https://t.co/QNVTga8yrX
Spotify: https://t.co/g7FoNengdD https://t.co/M18hMY8uhC
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Reconnect, recharge & reunite at ASPPA Annual. Build your network, train w/ industry experts & reunite with peers & industry experts. Register now. | https://t.co/2U96Ul2BAW
#retirement #retirementplanning #ASPPA2021 https://t.co/opwFGshHOJ
#retirement #retirementplanning #ASPPA2021 https://t.co/opwFGshHOJ
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
This Barron’s article by @AndrewWelsch is a great overview of the “state of affairs” on the #DOL’s new #fiduciary rule at PTE 2020-02. The link is to my law firm’s summary of my contributions, but there is a link there to Barron’s if you are a subscriber. https://t.co/r7d349IrMk
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
'Mariner Wealth Advisors’s fifth deal since July adds over $600 million in assets under management with acquisition of The Pinnacle Group' #401k #retirementplanning https://t.co/SwMaJXBJGO
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Employee Benefits Developments - August 2021 https://t.co/GTrEbqQt2e
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Get an ERISA attorney to bless any merger or asset sale https://t.co/27ECUMkSUo
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Forced Rollovers of Small Retirement Account Balances: What to Do with Missing Participants https://t.co/DBebWyhD3R
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
'Fin-tech company rolls out all-in-one retirement saving solution for the self-employed' #401k #retirementplanning @ubiquitysavings https://t.co/Ua65fspsF9
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Causation under ERISA in a Cybersecurity World https://t.co/XSQxfuc9MS
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Third Circuit Upholds Withdrawal Liability Arbitral Award Under MPPAA’s Evade Or Avoid Provision https://t.co/BMYjmYP4bh
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Department of Labor Issues FAQs Clarifying New Lifetime Income Disclosure Requirements for Defined Contribution Retirement Plans https://t.co/o5u1ij3weu
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
In the post-2020-02 world, a #rollover recommendation must be supported by information about: the retirement plan, the participant, and the IRA. This article discusses how plan data is needed to justify a rollover recommendation in order to satisfy the #DOL’s PTE 2020-02 https://t.co/EzwRDHQCtw
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
'More than a year into the start of the worldwide pandemic, market risk is still the top concern for American workers, yet optimism remains high, according to new research by @AmericanCentury.' #401k #retirementplanning https://t.co/z9k1j6nbxH
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Taking care of that beneficiary stuff https://t.co/F7KiqKwgxc
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
DOL Fiduciary Rule 3.0: The sprint to December 20 https://t.co/OeZcUjCxFp
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Financial Assistance to Troubled Multiemployer Pension Plans: Initial ARPA Regulation https://t.co/OsG2lQDhTX
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
Perhaps the most important issue in the #DOL’s new #fiduciary rule is, how do you evaluate whether a #rollover recommendation is in a participant’s best interest. Here is my start on discussing the answer: https://t.co/1EtifKB25L
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
What’s happening in the retirement plan world? @nevinesq and I know & we have done 5 podcasts to help you know. Fiduciary liability, cybersecurity, plan committees, SECURE 2.0 & new fiduciary rule. Those 5 episodes are here: https://t.co/et82wr9Cni
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets7.16K
Followers1.87K
Following1.55K
'Deeper scrutiny of ESG processes is becoming more firmly entrenched among U.S. institutional investors' #401k #retirementplanning @cerulli_assoc https://t.co/2gfcm9UcsI
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
My crystal ball for the retirement plan business after COVID https://t.co/SBiohcClnb
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Woulda, coulda, shoulda … don’t find yourself saying this after committing a participant loan error you could have avoided join us tomorrow! Sign up. | https://t.co/B8z6U2I9i2 https://t.co/0p8M4GG7UO
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
It’s Time To Dust Off Your ERISA Fiduciary Liability Insurance Policy https://t.co/XqBWUclNNo
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
401(k) Day is this Friday, Sept. 10th! Don't forget to tag us in your celebration photos! #401kday https://t.co/KXFFgF5qHQ
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Woulda, coulda, shoulda … don’t find yourself saying that after committing a participant loan error you could have avoided — by joining us tomorrow! | https://t.co/B8z6U2I9i2 https://t.co/17JRHG7Jsd
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
There is a cost to technology and it’s cybercrimes https://t.co/qe5AUBLp90
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
The Friday Five: Five Current ERISA Litigation Highlights - September 2021 https://t.co/MCzObcyqM1
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Empowered DOL and NY AG Settle Mental Health Parity Case with US' Largest Health Insurer https://t.co/43GJrWmkyU
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
What Employers Should Consider Before Charging Higher Group Medical Insurance Premiums for Unvaccinated Employees https://t.co/zJSlEVMOmG
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Transamerica forks over another $5 million in another 401(k) lawsuit https://t.co/EKjq3XqLC6
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Join Bob Kaplan to discuss our code of conduct on Sept.22. We’ll provide highlights of the code that every member should be familiar, along with some real-life situations that require you to apply those ethical standards | https://t.co/l28VRrzj3m
#ethics #retirement https://t.co/zhOlQYj6ub
#ethics #retirement https://t.co/zhOlQYj6ub
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
Broker-dealers and investment advisers who recommend #rollovers & provide ongoing services are now #ERISA #fiduciaries & need the protections of PTE 2020-02. One condition for that protection is disclosure of conflicts. But what & how? https://t.co/egoM2ctyuu
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
When the DOL is asking questions on cybersecurity, have the answers https://t.co/s4dnMDMqaL
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Get convenient technical training and earn up to 14 hours of CE at ASPPA TE(k), Nov. 15–16. We’re bringing the training to you. Register now | https://t.co/3SKdIcyEGl
#ASPPATEk #401K https://t.co/Z8VOUKV9G4
#ASPPATEk #401K https://t.co/Z8VOUKV9G4
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Only YOU (and those who attend our Sept. 8 webcast) can prevent common participant loan errors! | https://t.co/B8z6U2I9i2 https://t.co/vEth4ued8j
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
Be a nice family member, get your beneficiary forms in order https://t.co/iN3eN0L3kb
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
“Regrets … I’ve had a few …..” Sept 22 webcast on ARA’s Code of Conduct will show you how to keep your conscience clear. | https://t.co/l28VRrzj3m https://t.co/0ViQRkcQdf
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
If it’s free, how much can it be? https://t.co/0fjIlZtsGP
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets5.06K
Followers472
Following3
US Dept. of Labor Announces Cybersecurity Guidance for Plan Sponsors, Plan Fiduciaries, Record-Keepers and Plan Participants https://t.co/Mgto8udLKf
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Last Chance: Register today to take advantage of Early Bird pricing — that’s a $300 savings (talk about costs!). Time is running out, so take a moment to register while the opportunity lasts. | https://t.co/pamESIcpnt https://t.co/Bk6eBBlKUN
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
The new #DOL #fiduciary “rule”, PTE 2020-02, requires that advisors give plans, participants and IRA owners a written acknowledgement of their fiduciary status. Why? For that answer & more: https://t.co/ToayNA4OB7
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Register by Friday, Aug. 27 to take advantage of Early Bird pricing — that’s a $300 savings (talk about costs!). Time is running out, so take a moment to register today while the opportunity lasts. | https://t.co/pamESHUOvV https://t.co/M0l2aHia8h
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
We all have opinions & many of us have opinions about fiduciary liability. But who puts money on their opinions about fiduciary liability? The insurers of fiduciary breach insurance, that’s who. And here’s what they think matters. https://t.co/exsAKogrz3
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Registration is open for the 2022 Women in Retirement Conference (WiRC), Jan. 12–14 in Ft. Lauderdale, Florida! Register today at https://t.co/XoyzS0mibT https://t.co/y5aivpawlx
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Learn what you — and plan sponsors — need to know about EPCRS during our webcast this Wednesday! | https://t.co/aIsEXEpurG https://t.co/w2YDndKr3Y
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
I’m concerned that plan sponsors and advisors are not focusing on this new requirement. Some providers may be giving these statements to participants as early as the first quarter of next year. Participants are going to have a lot of questions…answer them before they are asked. https://t.co/UsiHuTnk9p
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Join us next Wednesday for a comprehensive overview of corrections programs available under EPCRS, and realistic examples of how to use that knowledge in your work with retirement plans and communicate in your day-to-day work. | https://t.co/aIsEXEH5je https://t.co/zocDb7kHrD
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
If you are with a broker-dealer or an RIA firm & don’t know what PTE 2020-02 is, you need to learn fast. It allows you to keep compensation for covered advice to plans, participants & IRAs. With that protection, the compensation would be lost. For more: https://t.co/AD9ho0ffZL
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
401(k) Day is September 10th - celebrate with PSCA's free education campaign that helps participants Refocus, Revive, and Reset their financial priorities by playing bingo! Find out more at https://t.co/eOxXTD3IOA #401kday #retirement #financialwellness https://t.co/BCWyiLKMNn
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
This Thursday Brad Campbell & I will do our quarterly Beltway call. If you’re interested in the new #DOL #fiduciary rule or the even newer one that should be out in December, this is for you. https://t.co/8O5V7xGfAT
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
The #DOL has sent proposed regs on ESG investing & proxy voting to the OMB at the White House. I wouldn’t be surprised if the OMB approves them & they are published in the Federal Register by Labor Day. My bet: they will favor ESG factors. For more: https://t.co/W0IfEiQyJd
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Still preparing for DOL PTE 2020-02 for #ERISA & IRA #rollover compliance? Join @PensionResource & @fi360 @Broadridge for an in-depth discussion of the requirements & best practices at 1 p.m. ET on Wed. 8/18. Register @ https://t.co/oMD5F8AeFj https://t.co/EDwM07dRYZ
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
This is for the #RIA community. The DOL’s #fiduciary interpretation and PTE 2020-02 will likely cause investment advisers to commit inadvertent prohibited transactions in violation of ERISA & the Code. But the PTE has a roadmap for compliance. Here’s more https://t.co/IKfGYmKejx
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
Some of our FaegreDrinker attorneys, including me, maintain a broker-dealer blog. We regularly post articles to it & we also post the most popular articles from the past quarter. Here’s that post for the 2d quarter. This is what your peers are reading. https://t.co/M9jl5lnByf
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
The #DOL’s new definition of #fiduciary advice means that most advisors investment will be fiduciaries for #rollover recommendations. Until Dec 21 a non-enforcement policy—the Impartial Conduct Standards—must be satisfied. But what does that mean? https://t.co/mKcVgzyNKr
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
PSCA's 2021 #HSA Survey is available now. Contributions increased in 2020, and more employers are automatically enrolling employees into their programs. Read about these findings and more at: https://t.co/jIoSJ9PxYS
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
ICYMI: #PSCAResearch #InTheNews via @PLANSPONSOR Addressing Forgotten Accounts Can Improve Retirement Savings Outcomes
https://t.co/lNYv0cimj5
https://t.co/lNYv0cimj5
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
ICYMI: #PSCAResearch #InTheNews via @PLANSPONSOR Considering New Uses for SDBAs https://t.co/VVr7Gms7Mr
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Get up to speed on SECURE Act-related changes to 401(k) safe harbor design and administration during Wednesday’s webcast. | https://t.co/QAmB5DLEOH https://t.co/gQDonfZPks
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
ICYMI: #PSCAResearch #InTheNews via @barronsonline 401(k) Investors Will Soon Be Able to Choose ESG Funds https://t.co/YqcmUa73Z2
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
Our next Beltway program will be next Thursday. Brad Campbell and I will give up-to-the-minute status reports on the #fiduciary rule, ESG investing, the mandated lifetime income illustrations & participant data. Changes are coming our way! https://t.co/8O5V7xGfAT
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
ICYMI: #PSCAResearch #InTheNews via @NAPA401K Cold Water Thrown on Need for New Brokerage Window Guidance https://t.co/cT5ZqKJl8E
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Do you know all you need to about SECURE Act-related changes to 401(k) safe harbor design and administration? Join us for next week’s webcast. | https://t.co/QAmB5DLEOH https://t.co/yDRuLycSlv
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
ICYMI: #PSCAResearch #InTheNews via @CNBC: Wells Fargo closed your personal line of credit. Here are some other options https://t.co/qn9E6URs82
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.25K
Followers2.10K
Following274
Here are the most popular articles from my blog for the second quarter of 2021. If you want to know what people are reading about the new #DOL #fiduciary rule and PTE 2020-02, this is for you: https://t.co/cP2QpkSP4X
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
ICYMI: #PSCAResearch #InTheNews via @401kspecmag: An Introduction to 401k Auto-Features: Breaking Down Barriers https://t.co/WkIFJzE1Kp
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Could you use an in-depth review of EPCRS? We’ve got you covered: tune in for our Aug. 25 webcast. | https://t.co/aIsEXEpurG https://t.co/RizIuZooPe
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
More on nomination to head #DOL's EBSA and what that means for #fiduciaryrule, #ESG, new and changing #PTEs, etc. via @NewsFromIN https://t.co/VeccOEMeV9 #ERISA #compliance
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
ICYMI: @usa_retirement's CEO Graff Unveils Game-Changing Savings Projections in Senate Hearing https://t.co/fTmb9MxMnX
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
ICYMI: #PSCAResearch #InTheNews via @PLANSPONSOR Addressing Forgotten Accounts Can Improve Retirement Savings Outcomes https://t.co/lNYv0cimj5 #401k
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Latest #DOL comments on PTE 20-02 & #IRA #rollover advice.. spoiler -- #fiduciary acts may be enforced more broadly than anticipated -- More from @NAPA401K https://t.co/8Et4wJCsnF #ERISA #401k #Compliance @PensionResource @RetirementLaw https://t.co/lY9mqjWKVN
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
We are delighted to announce our partnership with @Broadridge @fi360 to deliver a competitive and compliant #IRA #rollover solution to our respective clients! Learn more at https://t.co/jTEAjFoZwt #ERISA #401k #Compliance #CompeteComply
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Want to know how to prevent common participant loan errors? There’s a webcast for that, Sept. 8. | https://t.co/B8z6U2I9i2 https://t.co/1KLL1h0ten
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
ICYMI: #PSCAResearch #InTheNews via @401kspecmag Duke Reinstates 403b Match—And Takes It One Step Further
https://t.co/EHVhW91T19
https://t.co/EHVhW91T19
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
ICYMI: #PSCAResearch #InTheNews via @bloomberglaw BlackRock, State Street Defend ESG Policy After Republican Slam
https://t.co/lOCyJaKJoW
https://t.co/lOCyJaKJoW
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
#401k plan advisors can stop 'looking over their shoulders' when recommending #IRA #rollovers. New DOL PTE provides clear path to #ERISA #compliance. More from @401kspecmag at https://t.co/ukxmMBYI0W
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Learn during our Aug. 11 webcast about SECURE Act-related changes to 401(k) safe harbor design and administration. | https://t.co/QAmB5E3gdh https://t.co/ESWQCgfrzP
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
SEC announces $97 million enforcement for failing to act in #retirement plan participants' #bestinterest. What about #DOL rules? Are your policies and practices up to par? @PensionResource & @RetirementLaw can help! https://t.co/OEQUnybWK3 #CompeteComply #ERISA #Fiduciary https://t.co/2WC0zLsDQX
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Cheyenne Regional Medical Center with @EmpowerToday won a PSCA #siggy for their creative campaign targeting non-participants in two groups, the under 30 crowd and the 30+ crowd. Read about the results at: https://t.co/ZvnsXakIIc https://t.co/rIJYBhdYs8
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Westchester Medical Center Health Network with @EmpowerToday aimed to increase plan participation rates across its facilities over a few years. Their weeklong campaign exceeded expectations resulting in a 2% increase in plan participation in 2020. https://t.co/ZvnsXa37QE https://t.co/doBNaUJCcG
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Mission Health with @Transamerica won a 1st place PSCA #siggy for their education campaign targeting those employees not contributing enough to the plan to receive the full match. Read about the great results of this campaign here: https://t.co/ZvnsXa37QE https://t.co/06y3RNZFbp
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
The Coca-Cola Company with @Transamerica won a PSCA #siggy for their campaign announcing the transition of its 3 nonqualified plans to a new recordkeeper and targeting newly eligible employees with education about the plans. Read more at: https://t.co/mK9wCwxbln https://t.co/CzpZ42JLpJ
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
AutoNation, with @Voya, won a PSCA #siggy for their fun “transformers” themed campaign to announce the transition to a new recordkeeper. https://t.co/mK9wCwxbln https://t.co/SUSTobDncU
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
Franciscan Missionaries of Our Lady Health System with @lincolnfingroup won a 1st place #siggy for their education campaign announcing the merger of 6 plans into 1, along with other plan design changes. Read more at: https://t.co/mK9wCwxbln https://t.co/KOtnBZXxup
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.24K
Followers1.86K
Following346
ICYMI: #PSCAResearch #InTheNews via @ASPPA Behavioral Finance: New Ingredient in Finance and Investment Recipe
https://t.co/OMPwhUWahG
https://t.co/OMPwhUWahG
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
#DOL announces plan to "amend the regulatory definition of the term #fiduciary ... to more appropriately define when persons who render investment advice for a fee to employee benefit plans and IRAs are fiduciaries ..." under #ERIS…https://t.co/UuWdXXTGcl https://t.co/5WhW4SgdTl
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Enforcement & recoveries from #DOL investigations climb exponentially.. takeaway for financial institutions = "maintain a focus on ERISA compliance, not just when there’s a new rule that comes out." Read more from @EmileHallez @new…https://t.co/Lnaf3VDhVg https://t.co/pcQDvMAR9o
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Enforcement & recoveries from #DOL investigations climbs exponentially.. takeaway for financial institutions = "maintain a focus on ERISA compliance, not just when there’s a new rule that comes out." Read more from @NewsFromIN at:…https://t.co/eny7j2DGL5 https://t.co/pcQDvMSs0W
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
This #DOL "National Enforcement Project" known as "Plan Investment Conflicts" (PIC) is heating up (#forewarnedforearmed). According to USDOL Field Investigator, PIC, which began in 2016, "investigates issues related to #fiduciary s…https://t.co/Wg1XtVOO4x https://t.co/AE6csZhr1B
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Unpacking #PEPs for #401k plans & opportunities for #advisors w/ Micah DiSalvo @tntknox & Shawn West, AIF®, CPFA® on American Trust podcast.. listen at: #ERISA #CompeteComply https://t.co/vzmcvW4QBk
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Critical catch-22 for #advisers and financial institutions borne out of last week's DOL guidance for #retirement investors @NewsFromIN #401k #IRA #Rollover #ERISA #Fiduciary https://t.co/uJgZg7Nzoe
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
How should #retirement plan #advisors be preparing to work with Pooled Employer Plans? Join Micah DiSalvo, Shawn West, AIF®, CPFA®, @tntknox and I at 2 ET on 4/28 to learn more. Register at: @PensionResource @RetirementLaw #ERISA #401k https://t.co/WR9nvlHFPw
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
DOL publishes long-awaited "additional guidance" on #investment advice exemption. 21 FAQs on #ERISA, #fiduciary duties, #rollovers & #compliance at: @PensionResource Member Roundtable at 3 ET on 4/20.. #CompeteComply https://t.co/cSnXCAaWGw
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
2021 edition coming in April! Preorder your copy … https://t.co/8POuUO82gC https://t.co/kgrDMRid7Q
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Exam Crams! Bob Kaplan, CPC, QPA, QKC, QKA offers expert 4-hour coaching. Get tips & training to help pass the exam DC-3: this month … March 23 & 25 https://t.co/D7nlPfHizM https://t.co/EOy62ld53k
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
The Butch Lewis Emergency Pension Plan Relief Act was approved Feb. 27 as part of the mammoth American Rescue Plan Act of 2021 (H.R. 1319) by a (near) party-line vote of 219-212 https://t.co/7RX7G1mTcp
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Retirement Industry Specialists Create A Powerful New Partnership - https://t.co/PtTuaBOtJ1
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Time’s running out! If you haven’t yet, renew your ASPPA membership, and earn or report CE credits to complete the 2019–2020 cycle, by Feb. 28. Set yourself up for success in 2021 by locking in your membership and credential to enjoy all the resources & networking ASPPA offers. https://t.co/xFBVPeuxHL
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Several states have programs up and running to make retirement plan coverage available to those whose employers do not offer it. So where do they stand? A recent report provides a look. https://t.co/d8tnl7orbn
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
What Are the Odds?
https://t.co/P74nYUza4z
https://t.co/P74nYUza4z
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Time is running out check your CE! https://t.co/AzEPk8a36f https://t.co/oQbjxNpneX
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.49K
Followers4.37K
Following1.74K
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
More on DOL's #fiduciary #advice exemption (and beyond) from @NewsFromIN #ERISA #rollover #CompeteComply https://t.co/nNCGnch99g
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
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
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Many financial advisers have turned to digital mediums within the past year, realizing the impact virtual outreach has on their clients and the future of their firms. https://t.co/tbMbZL3Hch
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
With online advertisements, advisers have an opportunity to reach younger people who are interested in finance topics. https://t.co/pB8UxAyEBD
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Cetera Snaps Up Voya Advisors - https://t.co/yLdM5anR4Z
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
TRA Announces Acquisition of R. Bruce Tanner & Associates - https://t.co/n4nc1xrsNH
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
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
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Integrated Partners, Massachusetts Society of CPAs Join Forces to Bring PEPs to MA CPA Firms - https://t.co/wWpGPr2QQl
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
NFP Purchases Pension Advisors - https://t.co/j9tswdZwzA
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Commitment to Low Rates Eases Stock Bubble Fears (for Many) https://t.co/4SKqhOIC2j
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
15th Anniversary of RPAY: Bukaty Companies Financial Services https://t.co/52X2evxnls
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
DOL Missing Participant Guidance Not a List of Requirements https://t.co/A5WogULi6Y https://t.co/lye9HxoVkv
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Neal Proposes New Bill to Help Multiemployer Pensions https://t.co/J9gUMtalZZ
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Even As Industry Consolidates, Breakaways Remain Common https://t.co/y91JywORoJ
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Court Finds Insufficient Evidence for ERISA Claims Against Intel https://t.co/b3Vh6WpkU6 https://t.co/epcDWhd7sq
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
How to Get Participants More Engaged in Financial Wellness Programs https://t.co/Qrgh8hSt04
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Emergency Pension Plan Relief Act of 2021 Introduced in the House https://t.co/HLOYLaH4z3
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Portman’s Retirement Will Cap a Career of Retirement Advocacy https://t.co/LPETzVeNlW
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Service Launches to Help Plan Advisers Evaluate PEPs, PPPs https://t.co/mPkFvXn54Q
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Retirement Industry People Moves https://t.co/RInzDQ0AdF https://t.co/lBD02Pt6Y9
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
DOL Secretary Objects to Provision in Settlements of DST ERISA Lawsuits https://t.co/dOz5ciC03Z
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
HUB Names New Leader for Retirement and Private Wealth https://t.co/bP90P79aG9
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
New DOL ESG Guidance Expected to Encourage More Plan Adoption https://t.co/70NYnS8sZp
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Investment Products and Service Launches https://t.co/xbcdpMFP70 https://t.co/FBLWPQdLnm
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Mercedes-Benz Is Latest National Brand to Face ERISA Litigation https://t.co/Ca4leVKDSg https://t.co/4tqgaXKR2Z
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Schlichter Strikes Again, This Time Against Takeda Pharma’s 401(k) https://t.co/yeI9ch13hb https://t.co/Vrn2N4rR9p
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
2021 PLANSPONSOR Plan Adviser of the Year Nominations Open https://t.co/UL3rQX6DQ2 https://t.co/wGjlXRfTmK
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
15th Anniversary of RPAY: Josh Ulmer https://t.co/WQ77SaT4Mz https://t.co/T1YIDUjkb4
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Market Watchers Hope Steadier Leadership Will Propel Growth https://t.co/Cu6tyWo3X0 https://t.co/cxCsC2DsBb
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Biden Administration Might Accelerate Growth of ESG Investing https://t.co/5W9tNgdE9e
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Busy Days Ahead for SEC Leadership Chair Gary Gensler https://t.co/E45Y9G4Bdi
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Retirement Industry People Moves https://t.co/1OOAymd8pT https://t.co/Q6PRIvfnYf
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Court Filing Details $13M UPenn 403(b) Lawsuit Settlement https://t.co/BB4i85Z06g
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit https://t.co/tUycyi7Afv
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Lawsuit Says Provider Used Plan to Promote Its Own Funds https://t.co/VnRu9iU4Eh
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Investment Product and Service Launches https://t.co/eUWS6uxe68 https://t.co/f8CuKHYUfM
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
15th Anniversary of RPAY: 401k Advisors Intermountain https://t.co/iQgv4D5qIM https://t.co/3mSSbR3vZ2
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Finally, @USDOL clarifies expectations for #retirement plan #fiduciaries regarding missing participants! #ERISA #compliance #401k https://t.co/AoYzwbqCry
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Dueling Dismissal Motions Denied in BlackRock Self-Dealing Lawsuit https://t.co/sP4zCMtYSW
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Common Mistakes Advisers Make That Should be Avoided https://t.co/bT5Q2yBtLR https://t.co/5ND0uxzPJz
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.08K
Following235
Missing Participant Guidance Released by DOL https://t.co/zn3FfVgyi4
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Securian to Offer Education Benefits to Retirement Plan Clients -- https://t.co/ienpEXqR2G
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Biden Picks Boston Mayor to Lead DOL -- https://t.co/XCbhsH2Rnn
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Marsh & McLennan Acquires Compass Financial Partners -- https://t.co/xsKPFnDgCR
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Sageview Acquired by Aquiline Capital Partners -- https://t.co/8kj5i2NplT
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Empower Retirement Closes Acquisition of MassMutual Retirement Plan Business -- https://t.co/C3ae7Gsujb
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
PCS Retirement Acquires Alliance Benefit Group–Rocky Mountain -- https://t.co/Jrho1fAuP1
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
The 401k Plan Company Launches California PEP - https://t.co/2zJr75beXS
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Plan Fiduciaries: You Have No Right to Vote - https://t.co/FvZ5eu2ISL
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
NAPA Unveils the 2021 Top Retirement Plan Advisors Under 40 - https://t.co/8ZkHOqUrHf
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Impact Analysis webinar re #DOL #FiduciaryRule / #Advice exemption on Banks and RIAs starts in 30 min.! Join @PensionResource, @RetirementLaw & Fi360, A Broadridge company reg at: #erisa #rollover #CompeteComply https://t.co/SSLIMnqLC0
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
From our families to yours: Happy holidays! https://t.co/mwDgiIvEGW
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
.@PensionResource Member Roundtable Re #DOL #FiduciaryRule / #Advice exemption starts in 1 hr!
#ERISA #CompeteComply
#ERISA #CompeteComply
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Looking for plain English translation re impact of #DOL #FiduciaryRule / #Advice exemption on Banks and RIAs? Join @PensionResource, @RetirementLaw & Fi360, A Broadridge company Friday 12/18 at 2 ET reg at: https://t.co/12YKr2xJUf
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
More from @WSJ on #FiduciaryRule / #advice exemption at #ERISA #Rollover #CompeteComply https://t.co/PdF1HKfBmx
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Hot off the presses #DOL #Advice exemption / #fiduciaryrule 3.0 final rule is available at https://t.co/8a16i1deqo
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
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
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
Reports of the #fiduciaryrule 3.0 / #DOL advice exemption's death upon arrival may be greatly exaggerated.. 5 USC §553(d)(1) provides: "The required publication or service of a substantive rule shall be made not less than 30 days before its effective date…https://t.co/d65Zq9Kl7H
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
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
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
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
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
We want to send our wishes a day early as you prepare for Thanksgiving! #Thankful https://t.co/Jd2ZSQeGua
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
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
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets623
Followers1.28K
Following628
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
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
IRS Announces 2021 Retirement Plan Contribution Limits for 401ks -- https://t.co/V7x25hrS0o
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Empower and Fifth Third Bolster Service to Retirement Plan Clients With Acquisition Agreement - https://t.co/U5LevYkvhp
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Empower to Acquire Retirement Plan Business of MassMutual - https://t.co/cX5LawLMLN
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
"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
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
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
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
According to a recent @Broadridge study lead gen is one of the highest priorities of FAs nationwide. But lead-gen efforts alone won’t translate into success.
Sharpen your sales strategy with our Lead Gen & Nurturing Best Practices Guide. Download here!
https://t.co/jSj7s11CL9
Sharpen your sales strategy with our Lead Gen & Nurturing Best Practices Guide. Download here!
https://t.co/jSj7s11CL9
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
"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
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Our goal is to enable financial intermediaries to easily implement a prudent fiduciary process. We built the Fiduciary Focus Toolkit™ to do just that! Today we are hosting a 30-minute introduction to the software. Join us at 3:00 ET. Register now!
https://t.co/dDf5wieTXi https://t.co/419H0oZfzY
https://t.co/dDf5wieTXi https://t.co/419H0oZfzY
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
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
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
.@Broadridge Starts Fi360 Remote Exams: Tech Roundup | ThinkAdvisor https://t.co/vChgJPlfir by @ThinkAdvisor #fiduciary #readyfornext
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
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
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
"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
Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email.
Pension Resource@PensionResource#ERISA compliance experts.
We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets793
Followers1.08K
Following666
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.
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
It’s Time to Buy Annuities. Really. by @RIAIntel
Fi360's John Faustino gives some perspective on these often disparaged products.
https://t.co/R45oCymSU9
Fi360's John Faustino gives some perspective on these often disparaged products.
https://t.co/R45oCymSU9
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Today at 2PM EDT: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/UX3revmvcE #masterclass #retirement #DCplans https://t.co/VL8XzxQ8CE
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Tomorrow at 2PM EDT: Webinar: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/eE7EbTdoiQ #masterclass #retirement #DCplans https://t.co/Qth9ksZnFQ
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Today from 2-3PM: Webinar on Making the Case for #StableValue. https://t.co/OiMpEtamqr #masterclass #retirement #fiduciary https://t.co/vZUKItRMXS
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Don't forget about tomorrow's webinar from 2-3PM: Why #StableValue: Making the Case for Stable Value. https://t.co/W1EkI4LsjH #masterclass #retirement #fiduciary https://t.co/fGzsGlGWey
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Upcoming webinar: Why Stable Value: Making the Case for #StableValue. Sign up for the webinar here. https://t.co/VTDixmFIru #CD #masterclass #retirement #ibonds https://t.co/1vQfmNByFN
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Coming up next week: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/aNNOGDw7qN #masterclass #retirement #DCplans https://t.co/2bmq36pOmn
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Next week's topic: Why Stable Value: Making the Case for Stable Value. Sign up for the webinar here. https://t.co/BXxWek16EK #masterclass #retirement https://t.co/FMgY2xVH38
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
New webinar! 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/AHqOhAQ0cA #masterclass #retirement #DCplans https://t.co/DTvntrDfYh
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Advisors Scrambling to Meet Reg BI Compliance Deadline | ThinkAdvisor https://t.co/bJy1or82l4 by @ThinkAdvisor
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
A new rule could make it harder to figure out if your financial advisor is on your side https://t.co/HXN0MlhL7c by @Darla_Mercado
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
American Retirement Association Statement on the Death of George Floyd. https://t.co/HmcJgftuF2
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
The sound of silence https://t.co/ReEkBvasof by @investmentnews
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
DOL Announces Significant Deadline Extensions and Other Disaster Relief for Employee Benefit Plans - https://t.co/LA9AiZ3Zxr
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Working through DC plan communications in a pandemic - https://t.co/PvCNTCctzE #dc
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
We are honored to be part of the @Broadridge team. #ReadytoHelp #ReadyforNext
Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid Roundup | ThinkAdvisor https://t.co/7DlElEznCp by @ThinkAdvisor
Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid Roundup | ThinkAdvisor https://t.co/7DlElEznCp by @ThinkAdvisor
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Week 1 of our 2020 Webinar Series is in the books! We hope you enjoyed the content & the presenters for our first 3 sessions. All presentations are now available on our website. https://t.co/Km0qR1rPah
And be sure to register for upcoming sessions at https://t.co/t4t0UcDhPp. https://t.co/PBOk4Xg4ND
And be sure to register for upcoming sessions at https://t.co/t4t0UcDhPp. https://t.co/PBOk4Xg4ND
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
One-Fifth of Large Retirement Plan Sponsors Say They Are Suspending 401k Matches - https://t.co/DbamWvzxTA
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
We’re happy you found this helpful! That is our mission, always 🙌🏻 https://t.co/S7LDF2xjOY
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
#Fi360Conference looks a little different this year. But the faces are familiar! Listening to Blaine Aikin + @MichaelKitces discuss Reg BI & other trends for #fiduciary and professionalism. https://t.co/aeGKO3VRY0
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
We are kicking off our fiduciary webinar series next week! Join us for valuable fiduciary insights while you earn continuing education credits. #fiduciaryexcellence
https://t.co/C0KHo0gzeb https://t.co/TvBlWRRqNy
https://t.co/C0KHo0gzeb https://t.co/TvBlWRRqNy
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.59K
Followers5.52K
Following1.24K
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
Our first concern is always the safety of our members and staff! We are excited that we can still bring you all the industry intel, but instead it will be digitally! https://t.co/tQBgBsBFeJ
New @PensionResource Member Brief re: #CARESAct relief for #retirement plans and participants (and sample client-facing communication for you to white label) now available in PRI #compliance portal! #erisa #401k #competecomply
Pension Resource@PensionResource#ERISA compliance experts.
We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets793
Followers1.08K
Following666
New @PensionResource Member Brief re: #CARESAct relief for #retirement plans and participants (and sample client-facing communication for you to white label) now available in PRI #compliance portal! #erisa #401k #competecomply https://t.co/l79NxvE3C2
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.33K
Followers2.05K
Following928
We have compiled a list of FAQs highlighting some the most salient relief measures.
https://t.co/GTa2KEscgz
https://t.co/GTa2KEscgz
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
TRA Continues Expansion With Acquisition of Fred S. Shapiro & Associates - https://t.co/V4uBI5ZK1u
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
ERISApedia Announces Benchmark Reporting for 403b Plans - https://t.co/7HT3JKYjgp
Looking for clarity re #SECUREAct changes? Join @PensionResource Member RT Thurs. (1/23) at 3 ET. Special guest Pete Swisher & @JasonRobertsESQ will discuss opportunities/challenges for financial institutions in #MEPs, #PEPs & #PPPs #ERISA https://t.co/nwlu3TOuZA
Pension Resource@PensionResource#ERISA compliance experts.
We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets793
Followers1.08K
Following666
Looking for clarity re #SECUREAct changes? Join @PensionResource Member RT Thurs. (1/23) at 3 ET. Special guest Pete Swisher & @JasonRobertsESQ will discuss opportunities/challenges for financial institutions in #MEPs, #PEPs & #PPPs #ERISA https://t.co/1EZVsrwJIj
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
The Small Business Retirement Plan Journey: Challenges - https://t.co/JbegnunenX
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
PSCA Releases Its 62nd Annual Survey Results - https://t.co/YLq6gfdviM
Full text of Mass. #FiduciaryRule avail at: https://t.co/wpwHO4wA9v .. Learn how this proposal intersects and/or departs from New Jersey & Nevada rules on next @PensionResource Member Roundtable #CompeteComply #compliance #fiduciary https://t.co/W3OxcS6etY
Pension Resource@PensionResource#ERISA compliance experts.
We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets793
Followers1.08K
Following666
Full text of Mass. #FiduciaryRule avail at: https://t.co/6XpdWPhcIf .. Learn how this proposal intersects and/or departs from New Jersey & Nevada rules on next @PensionResource Member Roundtable #CompeteComply #compliance #fiduciary https://t.co/JS3a6Wf0Tq
Sneak peek @PensionResource Member RT 11/14 @ 3 pm ET "Supervising #Retirement Plan Services" Agenda = FINRA, SEC, OCC & DOL Rules; OBAs, Family & Reps as Sponsors; Fees, Delivery of Services, Tools, Referrals & Participants; #ERISA #Fiduciary & PTE #Compliance.. #CompeteComply https://t.co/BHPedWc52p
Pension Resource@PensionResource#ERISA compliance experts.
We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
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Sneak peek @PensionResource Member RT 11/14 @ 3 pm ET "Supervising #Retirement Plan Services" Agenda = FINRA, SEC, OCC & DOL Rules; OBAs, Family & Reps as Sponsors; Fees, Delivery of Services, Tools, Referrals & Participants; #ERISA #Fiduciary & PTE #Compliance.. #CompeteComply https://t.co/MV37q6pRgk
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
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ABG of Michigan to Merge With Sentinel Benefits & Financial Group - https://t.co/soFKUYrn2K
Sneak peek @PensionResource Member RT 11/14 @ 3 pm ET "Supervising #Retirement Plan Services" Agenda = FINRA, SEC, OCC & DOL Rules; OBAs, Family & Reps as Sponsors; Fees, Delivery of Services, Tools, Referrals & Participants; #ERISA #Fiduciary & PTE #CompeteComply https://t.co/9sfjSw3vYL
Pension Resource@PensionResource#ERISA compliance experts.
We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets793
Followers1.08K
Following666
Sneak peek @PensionResource Member RT 11/14 @ 3 pm ET "Supervising #Retirement Plan Services" Agenda = FINRA, SEC, OCC & DOL Rules; OBAs, Family & Reps as Sponsors; Fees, Delivery of Services, Tools, Referrals & Participants; #ERISA #Fiduciary & PTE #CompeteComply https://t.co/rhywtWozVA
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401k and Retirement Plan Limits for the Tax Year 2020 Announced - https://t.co/wERCqOlKq9
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
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Three firms Partner to Deliver Bundled Fiduciary 401k Services - https://t.co/5i4yCMbz8Z
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
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Department of Labor Proposes New Electronic Disclosure Rule - https://t.co/lZ32EKIPug
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
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Following197
Cetera Adds Participant Advice to Fee-for-Service Payment Model - https://t.co/w2Ym0HAgZJ
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
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Fiduciary Education Launches Online Course on Successful DC Plan Design - https://t.co/SgqAU726ej
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
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Projected 401k and Retirement Plan Limits for the Tax Year 2020 - https://t.co/pBzlbWfS3T
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
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Following197
Millennium Trust Launches Small Business Retirement Solution - https://t.co/SVSfFGWV6b
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Nuveen Adds Target-Date CIT Series to Its Retirement Product Suite - https://t.co/LbCB4PFg1q
.@PensionResource member roundtable today at 2 ET. Topics = state/fate of new laws & regs, enforcement alert non #ERISA 403(b) & 457(b) plans, Reg. BI & #IRA rollovers, new PRI forms, policies & #advisor training & #BestPracticesForBestInterest(TM) https://t.co/icuFupwFet
Pension Resource@PensionResource#ERISA compliance experts.
We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets793
Followers1.08K
Following666
.@PensionResource member roundtable today at 2 ET. Topics = state/fate of new laws & regs, enforcement alert non #ERISA 403(b) & 457(b) plans, Reg. BI & #IRA rollovers, new PRI forms, policies & #advisor training & #BestPracticesForBestInterest(TM) https://t.co/YTjr3XmAwK
Pension Resource@PensionResource#ERISA compliance experts.
We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets793
Followers1.08K
Following666
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