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

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

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ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

7 hours ago

Navigating Voluntary COVID-19 Vaccination Programs & Incentives https://t.co/96Xo4zf8Zy
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

7 hours ago

'The lack of distributions was not because account holders are increasingly using HSAs as savings vehicles but rather because the account holder has become disengaged from the account' @EBRI @Livelyhsa https://t.co/j0GEUoFEO9
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

7 hours ago

What Are the Odds?
https://t.co/P74nYUza4z
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

8 hours ago

Case of the Week:
Limited Liability Companies and Plan Income
https://t.co/f8iFMOYc7E #caseoftheweek
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

9 hours ago

Wells Sells Off Asset Management Biz
https://t.co/iLtPTe213v #NAPAnet #serviceproviders
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

10 hours ago

Interesting. '65% said they see pensions as better than 401(k) plans for providing retirement security.' #401k #RetirementPlanning @NIRSonline @401kbrian https://t.co/91w4xWE0Ha
1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

12 hours ago

'It is a highly speculative asset, and you know I think people should be aware it can be extremely volatile' #401k #RetirementPlanning @USTreasury @elonmusk https://t.co/0Kq5lJVRAJ
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

23 hours ago

You need to read the plan document https://t.co/UdxSYPc9Ge
2
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

1 day ago

ERISA Fiduciaries Under a Biden Labor Department: What Is on the Horizon? https://t.co/77DgsUOwMy
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

1 day ago

'It is a highly speculative asset, and you know I think people should be aware it can be extremely volatile' #401k #RetirementPlanning @USTreasury @elonmusk https://t.co/H9EojP2PxC
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

1 day ago

New PBGC Rule Simplifies Multiemployer Plan Withdrawal Liability Calculations https://t.co/D6L8CHksFW
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

1 day ago

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

1 day ago

'The lack of distributions was not because account holders are increasingly using HSAs as savings vehicles but rather because the account holder has become disengaged from the account' @EBRI @Livelyhsa https://t.co/xz7FEj2Eje
1 2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

1 day ago

Temporary PPP Application Window for Small Businesses Coming #NAPAnet #Smallbiz
https://t.co/UyFpLfuPkF
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

1 day ago

Time is running out check your CE! https://t.co/AzEPk8a36f https://t.co/oQbjxNpneX
1 1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

1 day ago

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

1 day ago

'The financial wellness critics are right ...' #401k #retirementplanning @JeanChatzky @CapitalGroup https://t.co/ARUP2kiZNT
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

1 day ago

Thought you might find this interesting. My partner, Brad Campbell, and I were interviewed for this article about the new DOL fiduciary rule. But the article is more than that. Why did the rule go final? What’s next? https://t.co/VQDEQ45n1x
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

2 days ago

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

2 days ago

Securities Litigation and Regulatory Enforcement Update https://t.co/Te97FpGDMn
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

2 days ago

NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

2 days ago

Another MEP Draws Schlichter Scrutiny
https://t.co/zSkG3mwPJK #NAPAnet #MEP #schlichter
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

2 days ago

PBGC to Launch New Version of Premium Filing Application
https://t.co/PG35LBtArW #ASPPAnet #filing
2 1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

2 days ago

One-Year Expiration of Outbreak Period: Pandemic Rages On, But It’s (Probably) Time to Pay Your COBRA Premiums https://t.co/LCvUG2EzUc
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

5 days ago

'In the near term, you’re going to see PEPs take hold and prosper.' #401k #RetirementPlanning @Securian https://t.co/cCDLt1KGWE
1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

5 days ago

'With the acquisition of Atlanta Retirement Partners, OneDigital’s expands to more than 100 offices and nearly 50 retirement wealth offices across the United States' #401k #retirementplanning @WeAreOneDigital https://t.co/9nlqU56pJ4
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

5 days ago

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

6 days ago

You should pick out the groceries https://t.co/3p5UOzBcQQ
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

6 days ago

Investment advisers need to pay attention to the #DOL’s new fiduciary interpretation. It imposes strict standards on rollover recommendations & impacts advice to IRAs where conflicted compensation is received (eg., revenue sharing from custodians). And its already effective. https://t.co/EkThWe7a7R
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

6 days ago

'For the 4 in 10 (39%) consumers who lost a job or income since the outbreak of COVID-19, retirement confidence dropped to 42% ...' #401k #retirementplanning @LIMRA @LIMRAnewscenter @401kbrian https://t.co/u8az8a1Xl9
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

6 days ago

Making Sure It Hurts: 2021 Increased Penalties for ERISA Violations https://t.co/qRJjwONsnc
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

6 days ago

'23% of the participants plan on repaying their Coronavirus Related Distribution (CRD), although less than 1% have done so thus far.' #401k #retirementplanning @TRowePrice @401kbrian https://t.co/Sf47yQlTUn
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

6 days ago

Breaking Down the “Outbreak Period” Extensions: The Clock May Begin Ticking Soon for Important Deadlines Suspended Due to COVID-19 https://t.co/JDtOBH76Vf
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

6 days ago

IRS Confirms No Action Needed On Recent 2019 Form 5500 Extension Letters
https://t.co/hzzFgz2kIV
2 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

6 days ago

The ESG Evolution
https://t.co/BKBbGfinVc
#NAPAnet #ESG
1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

6 days ago

'It is becoming increasingly clear that the pandemic may have a lasting impact on retirement outcomes for many individuals.' #401k #retirementplanning @Voya @shlomobenartzi @401kbrian https://t.co/drwq8HbVff
1 1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

6 days ago

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

6 days ago

'For starters, your 401k plan participants will be more than 50% less likely to cash out their retirement savings.' #401k #retirementplanning @RCHConsolidate https://t.co/XLOpE6W8q7
1 2
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

6 days ago

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

7 days ago

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

7 days ago

No Surprises Act prohibits balance billing, creates arbitration process for out-of-network providers https://t.co/EhuBnD2OvF
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

7 days ago

If you would like to know more about the unexpected DOL fiduciary interpretation and exemption, here is a good article from @Think_MelanieW I am quoted in the article. This is a big deal. I can’t believe there hasn’t been more publicity. https://t.co/xekNfpVYMm
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

7 days ago

Spring is near and so is our great new conference:
ASPPA Spring National! Combining the best of two popular events, Spring Virtual & Philadelphia Regional, this unique conference is interactive & online, & features industry experts addressing hot topics!
https://t.co/NU2y0JIXzR https://t.co/GrTyMFW6hF
1 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

7 days ago

Plan sponsors indicate they are more likely to conduct a fee study in 2021, compared to last year...
https://t.co/ztWOldu6tI
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

7 days ago

Time’s running out! If you haven’t yet, renewed your ASPPA membership, and earn or report CE credits to complete the 2019–2020 cycle, by Feb. 28. Set yourself up for success in 2021 by locking in your membership and credential to enjoy all the resources! https://t.co/AzEPk8a36f https://t.co/c9yByPCtxS
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

7 days ago

Don’t miss tomorrow’s WiRC session on healthy eating & physical wellbeing: It’s designed to improve your engagement with work & life.
https://t.co/RRddD845ZX
#Wirc #womeninretirement https://t.co/jHDUPkjcfD
1 1
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

7 days ago

'In the near term, you’re going to see PEPs take hold and prosper.' #401k #RetirementPlanning @Securian https://t.co/3H4VzBWnL9
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

7 days ago

Don’t miss tomorrow’s WiRC session on healthy eating & physical wellbeing: It’s designed to improve your engagement with work & life.
https://t.co/N18siMSIaG
#Wirc #womeninretirement https://t.co/fP4Z2G90Lc
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

7 days ago

'Holistic financial wellness gives employees the information and skills they need to create new behavior patterns.' #401k #RetirementPlanning @iGrad https://t.co/9NGLPkryPZ
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

8 days ago

#SECUREAct 2.0 is proposed legislation, but its more than “just” that. It was introduced last year by Ways & Means Chair Neal & Ranking Member Brady...two political heavyweights. Pay attention to it. Here’s an article about important provisions. https://t.co/PosBjaCKnI
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

8 days ago

'We rethought the 401k model from the ground up' #401k #RetirementPlanning @humaninteresthq @401kbrian https://t.co/9c66uJujWM
2
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

8 days ago

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

8 days ago

Closing the book on continuing the ERISA “best interest” debate – is there anything left to argue about? https://t.co/URxXj1acNI
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

8 days ago

'While we can’t necessarily slow down the rate of litigation, these steps can help ensure plan sponsors are well prepared' #401k #RetirementPlanning @Vestwell @AaronSchumm https://t.co/sz4TG7NMJK
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

8 days ago

Plan Audits not Immune from Pandemic
https://t.co/4R81RgpdzC
1 1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

8 days ago

For Whom the Statute Tolls https://t.co/KVuLTiYMZ7
401(k) Specialist@401kspecmag
401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.51K
Followers1.67K
Following1.58K
401(k) Specialist @401kspecmag

8 days ago

'The first step ...when selecting ESG investment options for a 401(k) plan, then, is marrying the concept of systematic ESG with some measure of financial health.' #401k #RetirementPlanning @NTInvest https://t.co/m8bmo3GX41
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

8 days ago

What’s So Special About College Debt?
https://t.co/sR3IGwPkm3
#NAPAnet #Collegedebt
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

9 days ago

The Rosenbaum Law Firm Review - February 2021 https://t.co/2WZY391AtB
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

9 days ago

Impact of #DOL #advice exemption on #RIAs this year and beyond via @RIABiz #ERISA #IRA #Rollover https://t.co/mtblsGbFwZ
4 3
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

11 days ago

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

11 days ago

Pick what’s good, not what’s popular https://t.co/MSmIzKtgc8
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

12 days ago

More on DOL's #fiduciary #advice exemption (and beyond) from @NewsFromIN #ERISA #rollover #CompeteComply https://t.co/nNCGnch99g
2 2
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

12 days ago

Surprise Medical Billing – Changes to Law Will Have a Significant Impact on Group Health Plans https://t.co/XU2XDh5Da9
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

12 days ago

DOL confirms #fiduciary #advice exemption will proceed as scheduled. Practical deadline is 12/20/21 for firms already complying w/ Temp. Enforcement Policy. More info + next steps @PensionResource Member RT @ 3 ET on 2/24 https://…https://t.co/CwbBtfTiBo https://t.co/crGmQfwpft
3 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

12 days ago

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

https://t.co/BvAZhBhiyK https://t.co/tkfHVC1QK0
1 2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

12 days ago

Don’t let the overwhelming nature of 2020 hinder your progress toward a healthy & balanced 2021!
https://t.co/1iN7c35ow9 https://t.co/uTfLhteg3f
1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.34K
Followers19.01K
Following356
Pensions&Investments @pensionsnews

12 days ago

Eddy Award winners recognized for communications excellence for #retriement plans https://t.co/7Krp8n16uK via @pensionsnews

#definedcontribution #retirementplans #financialwellness #401k
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

12 days ago

ERISA Disclosure Requirements for Service Providers Extended to Group Health Plans https://t.co/SGsyhvbQYJ
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

13 days ago

Many financial advisers have turned to digital mediums within the past year, realizing the impact virtual outreach has on their clients and the future of their firms. https://t.co/tbMbZL3Hch
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

13 days ago

Court Dismisses Putative COBRA Class Action Brought Against Southwest Airlines Board of Trustees https://t.co/LViK9fleXo
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

13 days ago

With online advertisements, advisers have an opportunity to reach younger people who are interested in finance topics. https://t.co/pB8UxAyEBD
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

13 days ago

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

13 days ago

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

13 days ago

End-of-Year Omnibus Bill Adds Mental Health Parity and Addiction Equity Act Disclosure Requirements https://t.co/8HdDJbmhdo
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

13 days ago

A week from today, Brad Campbell and I will be doing our quarterly Beltway call. This should be interesting because of the change in administration. What’s up with the ESG reg? What about the fiduciary advice exemption? And new laws? Register here: https://t.co/8LwRQ3bBZR
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

13 days ago

Breaking News:
Cetera Snaps Up Voya Advisors
https://t.co/SkeXiHS5N4
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.34K
Followers19.01K
Following356
Pensions&Investments @pensionsnews

13 days ago

Denmark's ATP #pension fund delivers 23.2% investment return for 2020 https://t.co/Sa5qsI2vQu via @pensionsnews
2 3
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

14 days ago

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

14 days ago

Moving On: The array of ERISA compliance solutions for rollover advice https://t.co/arrYQR4yJB
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

14 days ago

You may notice something a little different with your ASPPA Connect today! We are excited to share our revamped newsletter!
Tell us what you think!?
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

14 days ago

The #DOL’s regulation for e-delivery of participant materials reflects changes in our culture and promises efficiencies in plan administration. However, it also brings a new set of fiduciary responsibilities to plan sponsors...to protect the data. Here’s our take on that. https://t.co/EkxH3h5jeH
1 1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

14 days ago

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

14 days ago

VALIC sued over surrender charge https://t.co/JngnUdSXmg
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

15 days ago

After each quarter, I publish the 3 most popular articles on my blog. Here they are for the 4th quarter of 2020. All 3 discuss the standards of care for advisors under the securities law and ERISA, and 2 talk about the treatment of conflicts. https://t.co/a2SXcxwf1G
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

15 days ago

On Jan. 12, 2021, @USDOL released a triple dose of guidance related to helping retirement plan fiduciaries meet their obligations under the Employee Retirement Income Security Act (ERISA) to distribute retirement benefits to missing participants.
https://t.co/1aGQ4idxyh
1 1
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.34K
Followers19.01K
Following356
Pensions&Investments @pensionsnews

15 days ago

Dilhan Pillay Sandrasegara will become executive director and CEO of @Temasek Holdings, effective October 1 https://t.co/kbN5VThJP3 via @pensionsnews

#investing #Singapore
2
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

15 days ago

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

15 days ago

Revenue Sharing is costlier to plan participants https://t.co/SpVOcidzGA
1
ERISA Watch@ERISAWatch
New! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.60K
Followers455
Following3
ERISA Watch @ERISAWatch

16 days ago

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

16 days ago

Disclosure Required: Lifetime Income Estimates on Defined Contribution Plan Benefit Statements https://t.co/xlXN2jYs5W
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

16 days ago

On Tuesday, Feb. 16, our Best Interest Team will be putting on program just for investment advisers. It will cover key issues for #RIAs under the new administration, including the #SEC and #DOL activities. If interested, you can register through the link below. https://t.co/IVz97jWZMX
Pensions&Investments@pensionsnews
All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.34K
Followers19.01K
Following356
Pensions&Investments @pensionsnews

16 days ago

3 2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

16 days ago

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

16 days ago

TRA Announces Acquisition of R. Bruce Tanner & Associates - https://t.co/n4nc1xrsNH
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

18 days ago

Just in case you were wondering what impact Gary Gensler will have on the SEC, and therefore on RIAs and broker-dealers, here’s what one of my partners thinks. https://t.co/i6vPaDZoGH
3
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

19 days ago

The HELP Committee debated the nomination of Marty Walsh to the role of labor secretary for nearly three hours on Thursday, setting the stage for an imminent committee vote and consideration by the full Senate. https://t.co/gVyc3DMTUA
1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

19 days ago

ICYMI: #PSCAresearch #InTheNews via @Benefits_PRO Getting 401(k) participation back on track in 2021
https://t.co/mrOhX7rAU9
1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

20 days ago

I recently spoke with @InsNewsNet about the impact of the Biden administration on guidance from the DOL, including the so-called ESG rule. I thought you might like to see this. https://t.co/G8mbZpWCaJ
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

20 days ago

TPAs and PEPs: A Look at How They Interact:
In the ASPPA-produced “TPAs and PEPs: Structure and Service Options,” webcast. The American Retirement Association’s Jake Linney addressed the services a TPA can provide to a PEP...
https://t.co/vA9B2jurvI
1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

20 days ago

How does your 401(k) plan measure up? You can find out with PSCA's 63rd Annual Survey of Profit Sharing and 401(k) Plans, now available at https://t.co/OHAUdq4eHT #PSCAresearch #401k #retirement https://t.co/ePA0cszJgp
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

22 days ago

SEC Sharpens ESG Focus with New Position
https://t.co/pSzHGXBkBa
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

22 days ago

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

22 days ago

NFP Purchases Pension Advisors - https://t.co/j9tswdZwzA
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

22 days ago

This will be the first Inside the Beltway this year. With the support of Natixis, Brad Campbell and I will discuss the retirement plan changes likely to come out of the Presidential and Georgia Senate elections. Lots of good info. Don’t miss this one! https://t.co/8LwRQ3bBZR
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

23 days ago

The New E-Delivery Rule: The Price of Simplification
This joint piece discusses the DOL’s E-Delivery Rule and the fiduciary considerations applicable to plans that rely on the new rule. Thanks, @fredreish, Bruce Ashton, and Stephen Pennartz
https://t.co/79zdOa9JYt
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

23 days ago

Wednesday, February 10 | 2–2:50 p.m. ET
Working with Qualified Plans Can Be Taxing
Speaker: Bob Kaplan, CPC, QPA, QKC, QKA, CFP
Sign up! TODAY
https://t.co/tvsiDWP7VM
1 3
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

23 days ago

Did GameStop’s ‘Pop’ Drop the Average 401(k)?
https://t.co/E5ByZqhv6J
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

25 days ago

If you’re interested in the big securities law issue of the day, there’s no better place to turn to than my partner, Jim Lundy. https://t.co/DoEUifJcMD
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

27 days ago

Commitment to Low Rates Eases Stock Bubble Fears (for Many) https://t.co/4SKqhOIC2j
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

27 days ago

#RegBI imposes a principles-based regulatory regime on broker-dealers, different that the previous rules-based approach. The #SEC & #FINRA will be conducting examinations on the implementation of those principles. Here are some of our thoughts on that. https://t.co/4wBxXfIcBv
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

27 days ago

15th Anniversary of RPAY: Bukaty Companies Financial Services https://t.co/52X2evxnls
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

28 days ago

DOL Missing Participant Guidance Not a List of Requirements https://t.co/A5WogULi6Y https://t.co/lye9HxoVkv
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

28 days ago

The #DOL expanded its definition of #fiduciary advice for #rollover recommendations. The Biden administration may reverse the exemption for resulting conflicts, but the expanded definition is probably here to stay. Here’s what it means for #RIAs. https://t.co/kYFuq7MF0w
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

29 days ago

Neal Proposes New Bill to Help Multiemployer Pensions https://t.co/J9gUMtalZZ
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

29 days ago

Even As Industry Consolidates, Breakaways Remain Common https://t.co/y91JywORoJ
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

29 days ago

Court Finds Insufficient Evidence for ERISA Claims Against Intel https://t.co/b3Vh6WpkU6 https://t.co/epcDWhd7sq
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

29 days ago

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

29 days ago

Emergency Pension Plan Relief Act of 2021 Introduced in the House https://t.co/HLOYLaH4z3
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

29 days ago

The ‘Other’ Retirement Question
#ASPPAconnect
https://t.co/pd056KAHvV
1 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

29 days ago

Yellen Confirmed, While Key Senator Announces Retirement
https://t.co/wrYJfR593s
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

29 days ago

Hold It! White House Halts Regulatory Projects

In a Jan. 20 memo, White House Chief of Staff Ron Klain instructed the heads of executive departments and agencies to place a hold on all recently issued rules and regulations. #NAPAnet #holdup #regulations
https://t.co/81ecWa0zKK
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

30 days ago

Portman’s Retirement Will Cap a Career of Retirement Advocacy https://t.co/LPETzVeNlW
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

30 days ago

Service Launches to Help Plan Advisers Evaluate PEPs, PPPs https://t.co/mPkFvXn54Q
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

30 days ago

The plan “target” this time is the $1.8 billion 401(k) plan of Takeda Pharmaceuticals USA Inc., more specifically the fiduciaries of that plan and their selection—and retention—of Northern Trust’s Focus Funds on the plan’s investment menu. #NAPAnet
https://t.co/FwvA3xavai
1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

32 days ago

ICYMI: #PSCAResearch #InTheNews via @MarketWatch Opinion: COVID pressured some employers to suspend their 401(k) match https://t.co/AiTqFIaQ5f
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

33 days ago

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

33 days ago

DOL Secretary Objects to Provision in Settlements of DST ERISA Lawsuits https://t.co/dOz5ciC03Z
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

33 days ago

DeNoyior Tapped to Lead HUB Retirement Biz

Joe DeNoyior, President-Elect of the American Retirement Association and Past President of NAPA, has been named President of HUB’s Retirement and Private Wealth practice.
#NAPAnet
https://t.co/YOj6idLVeO
1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

33 days ago

ICYMI: #PSCAResearch #InTheNews via @Forbes How Much Do You Need to Retire https://t.co/YjVFj2tXEc
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

33 days ago

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

34 days ago

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

34 days ago

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

34 days ago

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

34 days ago

Schlichter Strikes Again, This Time Against Takeda Pharma’s 401(k) https://t.co/yeI9ch13hb https://t.co/Vrn2N4rR9p
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

34 days ago

Biden’s nominee for Secretary of Labor will have a profound effect on retirement plan guidance going forward, including the #ESG regulation and the fiduciary rule/exemption. To learn more about the nominee, here’s an article by Melanie Waddell. https://t.co/vPwuNxrC8Y
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

34 days ago

2021 PLANSPONSOR Plan Adviser of the Year Nominations Open https://t.co/UL3rQX6DQ2 https://t.co/wGjlXRfTmK
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

34 days ago

ICYMI: #PSCAResearch #InTheNews via @SHRM Retirement Plan Sponsors Face a Consolidating 401(k) Marketplace https://t.co/9jIcXWRPNP
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

35 days ago

The #DOL has been investigating employers about 401(k) missing participants & in some cases asserting #fiduciary breaches. Plan sponsors have complained about lack of DOL guidance. The Department has finally helped with that. https://t.co/IW6MyajsuA
1 1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

35 days ago

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

35 days ago

Market Watchers Hope Steadier Leadership Will Propel Growth https://t.co/Cu6tyWo3X0 https://t.co/cxCsC2DsBb
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

35 days ago

Breaking News: Biden to Order ESG Rule Review
https://t.co/hDEIOeTrrp
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

35 days ago

ICYMI: #PSCAResearch #InTheNews via @USATODAY Overwhelmed by retirement planning? Here's how to prioritize your 401(k), Roth IRA and HSA contributions in 2021. https://t.co/gT8jHCjs0m
1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

36 days ago

Biden Administration Might Accelerate Growth of ESG Investing https://t.co/5W9tNgdE9e
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

36 days ago

ICYMI: #PSCAResearch #InTheNews via @Forbes How To Tell If Your Retirement Plan Is Undiversified And High Risk
https://t.co/HQi5mDCDp6
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

36 days ago

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

40 days ago

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

40 days ago

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

40 days ago

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

40 days ago

Lawsuit Says Provider Used Plan to Promote Its Own Funds https://t.co/VnRu9iU4Eh
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

41 days ago

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

41 days ago

15th Anniversary of RPAY: 401k Advisors Intermountain https://t.co/iQgv4D5qIM https://t.co/3mSSbR3vZ2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

41 days ago

Finally, @USDOL clarifies expectations for #retirement plan #fiduciaries regarding missing participants! #ERISA #compliance #401k https://t.co/AoYzwbqCry
3 1
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

41 days ago

Dueling Dismissal Motions Denied in BlackRock Self-Dealing Lawsuit https://t.co/sP4zCMtYSW
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

41 days ago

ICYMI: #PSCAResearch #InTheNews via @themotleyfool The Average 401(k) Savings Rate: Will It Really Fund Retirement? https://t.co/k7KrHU5onu
PLANADVISER@PLANADVISER
Winning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.12K
Following241
PLANADVISER @PLANADVISER

42 days ago

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

42 days ago

Missing Participant Guidance Released by DOL https://t.co/zn3FfVgyi4
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

42 days ago

Rep. Richard Neal (D-MA) is calling for the implementation of auto-IRAs and auto-401(k)s as part of the framework. He also calls for making the Saver’s Credit refundable and building on changes from the SECURE Act.
https://t.co/a6Si0rs0Pp
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

42 days ago

“In fiscal year 2020 alone, EBSA’s investigators helped missing and non-responsive participants recover benefits with a present value in excess of $1.4 billion.”
#NAPAnet
https://t.co/HK4u4tnkW3
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

42 days ago

ICYMI: #PSCAResearch #InTheNews via @Forbes 60% Of Workers Dipped Into Retirement Funds During 2020 https://t.co/swulWuDeUH
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

43 days ago

ICYMI: #PSCAResearch #InTheNews via @barronsonline Retirement in Brief: A Pair of Pandemic Surveys Examine Workers’ Changing Expectations, and Companies’ 401(k) Matches https://t.co/iqIWP4eEGT
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

44 days ago

fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

45 days ago

When high school students study American history 50 years from now, Trump’s name will appear twice. First as an impeached President; second as a President who sent his followers to riot at the Capitol to disrupt the certification of his successor. Sadly, that will be his legacy.
3
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

47 days ago

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

47 days ago

Biden Picks Boston Mayor to Lead DOL -- https://t.co/XCbhsH2Rnn
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

48 days ago

The election of the two Georgia Senate Democratic candidates—and the resulting shift in control of the U.S. Senate—could have profound implications for President-elect Joe Biden’s policy agenda—including retirement plans.
https://t.co/z412dQ1xBl
#napanet #election #Senate
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

49 days ago

401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

49 days ago

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

50 days ago

Sageview Acquired by Aquiline Capital Partners -- https://t.co/8kj5i2NplT
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

50 days ago

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

50 days ago

PCS Retirement Acquires Alliance Benefit Group–Rocky Mountain -- https://t.co/Jrho1fAuP1
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

50 days ago

The 401k Plan Company Launches California PEP - https://t.co/2zJr75beXS
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

50 days ago

Partial Plan Termination Relief Explained
https://t.co/dvWyzhfBTZ
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

56 days ago

We are on the cusp of a new year, and there are some important developments to keep in mind as 2021 arrives.
https://t.co/D60l8ozchU
1 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

56 days ago

“Division staff has assessed the results of its initial Regulation Best Interest examinations and now that approximately six months have passed since the Regulation Best Interest compliance date...
https://t.co/G3cOIXj3dI
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

56 days ago

The year 2020 provided unique circumstances. Among them are employers that are not paying bonuses this year but whose employees nonetheless have been logging overtime. A recent blog entry examines the potential consequences... https://t.co/JToILXLC3G
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

56 days ago

President Trump Signs COVID Relief Bill
https://t.co/2s76L1kLg9
1
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

63 days ago

If you like movies, this is for you. Two of our securities lawyers give their takes on the best holiday movies and then move on to their views on the best Wall Street movies. Its fun. Enjoy. https://t.co/SttZN8aRFG
1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

63 days ago

Nevin is talking Santa and retirement! https://t.co/MWXMasJ0rf
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

64 days ago

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

64 days ago

NAPA Unveils the 2021 Top Retirement Plan Advisors Under 40 - https://t.co/8ZkHOqUrHf
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

64 days ago

Breaking News: COVID Relief Bill Includes Retirement Relief
https://t.co/2frsWjI21h
1 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

64 days ago

Partial Plan Termination, PPP Relief in COVID Deal
https://t.co/THHwViM8Cd
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

65 days ago

Breaking news: New COVID-19 relief bill has retirement provisions. Read more at: https://t.co/gq1gE7LRuR
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

68 days ago

Impact Analysis webinar re #DOL #FiduciaryRule / #Advice exemption on Banks and RIAs starts in 30 min.! Join @PensionResource, @RetirementLaw & Fi360, A Broadridge company reg at: #erisa #rollover #CompeteComply https://t.co/SSLIMnqLC0
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

68 days ago

From our families to yours: Happy holidays! https://t.co/mwDgiIvEGW
1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

68 days ago

PSCA's 63rd Annual Survey is out now. Record savings rates and and a jump in key plan design trends are among the findings. Read more at https://t.co/TMZXfKu0MF #401k #retirement #PSCAresearch
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

69 days ago

.@PensionResource Member Roundtable Re #DOL #FiduciaryRule / #Advice exemption starts in 1 hr!
#ERISA #CompeteComply
2 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

69 days ago

The DOL has unwrapped a new exemption, one that is slated to become effective 60 days after it is published in the Federal Register—and yes, that would fall after Jan. 20
https://t.co/pyLTvjyCmu
1 2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

69 days ago

PEP Talk: Will Pooled Employer Plans Be a Game-Changer?
https://t.co/eGKFXznN0d
#NAPAnet #NAPA401k
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

70 days ago

Looking for plain English translation re impact of #DOL #FiduciaryRule / #Advice exemption on Banks and RIAs? Join @PensionResource, @RetirementLaw & Fi360, A Broadridge company Friday 12/18 at 2 ET reg at: https://t.co/12YKr2xJUf
2 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

70 days ago

DOL Unwraps New Fiduciary Standard as a PTE
https://t.co/c1ktBWG3HA
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

70 days ago

2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

71 days ago

Hot off the presses #DOL #Advice exemption / #fiduciaryrule 3.0 final rule is available at https://t.co/8a16i1deqo
3
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

71 days ago

Stayed tuned as it looks like the #DOL #advice exemption / #fiduciaryrule will be released this afternoon ... @PensionResource Member Roundtable is on for Thurs. 12/17 at 3 ET. https://t.co/Sb716bT4WO
2
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

71 days ago

BREAKING NEWS: DOL Fiduciary Rewrite Ready for Liftoff?
https://t.co/4MnVrhmF1b
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

72 days ago

What Will Retirees Owe in Taxes on Retirement Income?
https://t.co/rl4XJ9Ti21
1 1
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

72 days ago

The latest Wealth Management M&A Transaction Report from Fidelity reveals that November was the single largest month for M&A activity by a significant margin since the firm began tracking activity in 2016
https://t.co/wSEPI3r0mz
fred reish@fredreish
ERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.13K
Followers2.10K
Following256
fred reish @fredreish

76 days ago

Here’s an article from the WSJ about the DOL exemption for investment advice to plans, participants & IRAs. The day this was published the DOL sent the final rule to the OMB but it has not been released. We won’t know what it says till its approved & published in the Fed Reg. https://t.co/XO405adGkA
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

76 days ago

ICYMI: #PSCAresearch #IntheNews via @NAPA401K New 403(b) Survey Finds Signs of Strength, Concern
https://t.co/Jfek9bsHef
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

77 days ago

Reports of the #fiduciaryrule 3.0 / #DOL advice exemption's death upon arrival may be greatly exaggerated.. 5 USC §553(d)(1) provides: "The required publication or service of a substantive rule shall be made not less than 30 days before its effective date…https://t.co/d65Zq9Kl7H
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

77 days ago

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

https://t.co/hLlvohFJ0J https://t.co/0J9VqhYZex
NAPA - National Association of Plan Advisors@NAPA401K
Join our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.52K
Followers2.31K
Following1.15K
NAPA - National Association of Plan Advisors @NAPA401K

77 days ago

Today WE are pleased to announce the 2021 Top Retirement Plan Advisors Under 40! Check out the list!
https://t.co/SM3WmeQXv0
#ACES #NAPA401k https://t.co/7m0vyEFIw2
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

77 days ago

1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

78 days ago

ICYMI: #PSCAresearch #InTheNews via @401kspecmag 3 New Year’s Resolutions for 401k Plan Sponsors
https://t.co/LdLU9Rjsu0
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

79 days ago

ICYMI: 403(b) sponsors see little investment reaction to COVID-19 via @Steyer_PI at @pensionsnews https://t.co/k1YUiHIBXg #PSCAresearch #InTheNews
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

84 days ago

CRS Examines Access to, and Participation in, Employer-Sponsored Plans
https://t.co/sP6DFBW6bT
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

85 days ago

ATTENTION: ARA members to check out the work that ARA PAC is doing on Capitol Hill!
https://t.co/5VDq95SBZc
#retirement #PAC
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

85 days ago

PSCA's new snapshot survey of 403(b) plan sponsors, sponsored by @principal, shows that most are staying the course with plan contributions, for now. Read more at: https://t.co/Zmnix0vaPv
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

91 days ago

1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

91 days ago

We want to send our wishes a day early as you prepare for Thanksgiving! #Thankful https://t.co/Jd2ZSQeGua
4 5
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

98 days ago

It's the final day of #ASPPAallaccess make sure you are set with all your CE and check out today's sessions 2020 Election Results and Ask the Experts! https://t.co/3JNFnncZaE
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

99 days ago

The booths are still open for #ASPPAallaccess attendees!! check out @ActuarialSysCo !
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

103 days ago

The booths are still open check them out! https://t.co/hRGVtIFjoA
2 1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

103 days ago

ICYMI: 403(b) retirement plan sponsors shifting focus #PSCAresearch #InTheNews https://t.co/DQYuMzkFpK
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

104 days ago

Participate in PSCA's Annual #NQDC survey and get a free copy of the report. Deadline November 30: https://t.co/VakI0wW34S
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

104 days ago

2020: the year of disruption. Let’s make 2021 the year we “embrace change!” Attend PSCA’s 2021 National Conference, offered virtually April 19–20. Plan sponsor members (including CPSPs) attend free! https://t.co/zpM8HtplK3
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

104 days ago

ICYMI: Top retirement planning tips everyone can follow to save more money, even in a pandemic #PSCAresearch #InTheNews https://t.co/9nNurwnnlZ
1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

105 days ago

It's almost time for #ASPPAallaccess Happy Wednesday! https://t.co/9epyNQkAfm
1
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

105 days ago

Retirement Plan Sponsors: What impact is the CARES act and COVID-19 economics having on your #401k plan? Let us know: https://t.co/NBcbPDsQns
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

105 days ago

ICYMI: There’s a New Top Priority for 403b Employee Education #PSCAresearch #InTheNews @principal https://t.co/q2tqaSlyHg
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

106 days ago

What lies ahead for #retirement plan #advisors? Join me, @AmericanCentury, @CallanLLC & @newsfromIN to discuss today at 4 ET. Reg at #ERISA #401k #CompeteComply https://t.co/vLlhfbVjn6
5 4
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

106 days ago

ICYMI: Reconsidering Plan Loans During the Pandemic https://t.co/DeZJlvCUAI #PSCAresearch #InTheNews
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

107 days ago

ICYMI: 2021 Retirement Plan Limits - most limits stayed the same. PSCA's quick reference chart on the key changes: https://t.co/XqITn9z7T8
Plan Sponsor Council of America (PSCA)@PSCA401k
PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.15K
Followers1.78K
Following348
Plan Sponsor Council of America (PSCA) @PSCA401k

107 days ago

ICYMI: Reasons to Sign Up for a Health Savings Account https://t.co/4rUOaidl7e #PSCAresearch #InTheNews
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

110 days ago

Happy Friday!! It's the end of week 2! What workshop are you attending today? #ASPPAallaccess https://t.co/35GFbEcady
1 1
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

110 days ago

3
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

110 days ago

#ASPPAallaccess You don't want to miss this session. Honestly, you don't have to miss any of the sessions this year! https://t.co/N3iMMVRB3d
1 2
ASPPA@ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.39K
Following1.74K
ASPPA @ASPPA

112 days ago

#ASPPAallaccess Q&A starts at Noon est today! https://t.co/sSh4jFqnbU
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

117 days ago

Where did the DOL land on #ESG rule & #ERISA #fiduciary duties? Here is the final rule: (194 min. read .. hint - scroll to the bottom) #401k https://t.co/rtKk78Cdp9
3 4
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

120 days ago

.@USDOL investigators continue to rack up record recoveries ($3 billion in fact) through #ERISA enforcement & #compliance programs.. more @NewsFromIn https://t.co/A6FKSRVk4g
3 2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

120 days ago

IRS Announces 2021 Retirement Plan Contribution Limits for 401ks -- https://t.co/V7x25hrS0o
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

141 days ago

New #401k litigation trend? Schlichter says he's not targeting #MEPs for #ERISA #fiduciary breach claims, but time will tell.. @NewsFromIN digs deeper at: https://t.co/HLBSAGiF6z
2 2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

148 days ago

Empower and Fifth Third Bolster Service to Retirement Plan Clients With Acquisition Agreement - https://t.co/U5LevYkvhp
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

163 days ago

Hear the latest on #rollover rules/proposals, pooled #401k plans & more live on tape w/ Todd & Chad from LeafHouse Financial #erisa #fiduciary https://t.co/PgiuLyiAp2
2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

169 days ago

Empower to Acquire Retirement Plan Business of MassMutual - https://t.co/cX5LawLMLN
3
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

173 days ago

"No longer do CEOs have the privilege of a measured approach to digital transformation...; they have been thrust into digital leadership regardless of whether they are prepared." How CEOs discover, introduce & implement emerging technology https://t.co/TdzdaTMIoo
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

173 days ago

#Fiduciary rule timeline criticized by ex #DOL chief & #ERISA practioners.. but still expected to be finalized this year.. @RIABiz https://t.co/gJfmd6yz5R https://t.co/JKkzV46KN2
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

175 days ago

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

https://t.co/oC1tAY6YHc by @usnews
1 1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

182 days ago

Questions re DOL #Fiduciary proposal, #rollovers, #RegBI #PEP & #MEPs? Join me tomorrow, 8/27 at 3 ET for a discussion & live Q&A w/ @LeafHouse1 - Reg. at https://t.co/zcI5i5oRsC #ERISA #401k #CompeteComply https://t.co/TjZ7hgmZ90
2 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

184 days ago

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

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

https://t.co/jSj7s11CL9
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

187 days ago

"As wealth management firms across North America look to attract and retain talent, they should be aware that one in two financial advisors often think about leaving their firm to join one with better technology." - Donna Bristow @Broadridge Read more... https://t.co/wjN29M3w9l
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

188 days ago

Stunning results as comments to #DOL #ESG proposal are counted.. 95% of 8,636 opposed w/ 4% in favor.. who again is asking for protection from #401k plan sponsors and #fiduciary advisors? @RIABiz sums it up at: #ERISA #solutionsinsearchofproblems https://t.co/SzH9bT5Xl0
5 5
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

190 days ago

Our goal is to enable financial intermediaries to easily implement a prudent fiduciary process. We built the Fiduciary Focus Toolkit™ to do just that! Today we are hosting a 30-minute introduction to the software. Join us at 3:00 ET. Register now!
https://t.co/dDf5wieTXi https://t.co/419H0oZfzY
1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

201 days ago

We asked for PEP clarity and the revisit of ‘Regular Basis’ Test in DOL’s Investment Advice Proposal in our comment letter to the @USDOL @TedGodbout Has the breakdown.
https://t.co/FlnBj9AKWq
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

205 days ago

Only four more days to file comments w/ @USDOL #fiduciaryrule 3.0 (aka advice exemption). Hear more on impact on #RIAs and #IRA #rollovers in my video interview w/ @Ignites #ERISA #CompeteComply https://t.co/4aoelUgIU0
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

205 days ago

.@Broadridge Starts Fi360 Remote Exams: Tech Roundup | ThinkAdvisor https://t.co/vChgJPlfir by @ThinkAdvisor #fiduciary #readyfornext
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

216 days ago

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

Reg. at

JD Carlson Mark Palmini@401kplandesignnsen Justin Ma@ChadJohansen7 Carlson https://t.co/QNMtAUtY0l
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

223 days ago

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

https://t.co/BoGj7Vckav https://t.co/Sm0fyvG0p0
1
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

223 days ago

More on best interest vs #fiduciary standard re #RegBI & new proposed exemption from @USDOL via @tarasbernard @nytimes #ERISA #IRA #rollovers #CompeteComply https://t.co/XCjMn7BcHc
2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

223 days ago

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

https://t.co/pQfKI1TuCn
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

224 days ago

You've heard about the new @USDOL #FiduciaryRule but do you understand its impact on #RIAs? Plain English summary avail via @RIABiz #ERISA #rollovers #CompeteComply https://t.co/7H9rf6Rsln
2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

239 days ago

New proposed exemption allows an investment #advice #fiduciary to receive "all forms of reasonable compensation" for #ERISA or #IRA advice, including #rollovers & 3rd-party advisors/managers (aka solicitors).. learn more on @PensionResource member RT tomo…https://t.co/aCCp2DloeC
2 1
Retirement Law Group@RetirementLaw
Total Tweets414
Followers279
Following69
Retirement Law Group @RetirementLaw

240 days ago

Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email.
Pension Resource@PensionResource
#ERISA compliance experts. We prepare advisors, broker-dealers & RIAs to succeed in a brave new world of #retirement plan regulation.
Total Tweets778
Followers1.05K
Following669
Pension Resource @PensionResource

240 days ago

Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email.
2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

240 days ago

Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email. https://t.co/kcvxO1SRXw
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

240 days ago

New " #FiduciaryRule " is actually interpretation in context of exemption and says #IRA #Rollover advice = #ERISA fiduciary advice if you were/will be fiduciary before/after recommending rollover itself. If not, then none of this applies!
2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

240 days ago

New proposed PTE from @USDOL is specific to #IRA #Rollovers and those serving in #ERISA #Fiduciary advice capacity... text avail here: https://t.co/gS9meUeHNv @PensionResource members look for invite to Member Roundtable asap #competecomply
2
Jason C. Roberts@JasonRobertsESQ
CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets604
Followers1.29K
Following629
Jason C. Roberts @JasonRobertsESQ

240 days ago

Tired of waiting on the new #FiduciaryRule? Looks like today could be the day.. @USDOL press briefing at 4:30 ET re "Significant Rulemaking Update" #erisa #retirement #competecomply
2 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

245 days ago

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

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

https://t.co/R45oCymSU9
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

251 days ago

Today at 2PM EDT: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/UX3revmvcE #masterclass #retirement #DCplans https://t.co/VL8XzxQ8CE
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

252 days ago

Tomorrow at 2PM EDT: Webinar: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/eE7EbTdoiQ #masterclass #retirement #DCplans https://t.co/Qth9ksZnFQ
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

252 days ago

Today from 2-3PM: Webinar on Making the Case for #StableValue. https://t.co/OiMpEtamqr #masterclass #retirement #fiduciary https://t.co/vZUKItRMXS
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

253 days ago

Don't forget about tomorrow's webinar from 2-3PM: Why #StableValue: Making the Case for Stable Value. https://t.co/W1EkI4LsjH #masterclass #retirement #fiduciary https://t.co/fGzsGlGWey
1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

254 days ago

Upcoming webinar: Why Stable Value: Making the Case for #StableValue. Sign up for the webinar here. https://t.co/VTDixmFIru #CD #masterclass #retirement #ibonds https://t.co/1vQfmNByFN
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

257 days ago

Coming up next week: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/aNNOGDw7qN #masterclass #retirement #DCplans https://t.co/2bmq36pOmn
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

257 days ago

Next week's topic: Why Stable Value: Making the Case for Stable Value. Sign up for the webinar here. https://t.co/BXxWek16EK #masterclass #retirement https://t.co/FMgY2xVH38
1 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

257 days ago

New webinar! 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/AHqOhAQ0cA #masterclass #retirement #DCplans https://t.co/DTvntrDfYh
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

261 days ago

Advisors Scrambling to Meet Reg BI Compliance Deadline | ThinkAdvisor https://t.co/bJy1or82l4 by @ThinkAdvisor
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

265 days ago

A new rule could make it harder to figure out if your financial advisor is on your side https://t.co/HXN0MlhL7c by @Darla_Mercado
1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

267 days ago

American Retirement Association Statement on the Death of George Floyd. https://t.co/HmcJgftuF2
1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

268 days ago

The sound of silence https://t.co/ReEkBvasof by @investmentnews
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

299 days ago

DOL Announces Significant Deadline Extensions and Other Disaster Relief for Employee Benefit Plans - https://t.co/LA9AiZ3Zxr
1 1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

299 days ago

Working through DC plan communications in a pandemic - https://t.co/PvCNTCctzE #dc
1 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

308 days ago

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

Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid Roundup | ThinkAdvisor https://t.co/7DlElEznCp by @ThinkAdvisor
5
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

310 days ago

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

And be sure to register for upcoming sessions at https://t.co/t4t0UcDhPp. https://t.co/PBOk4Xg4ND
1 3
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

313 days ago

One-Fifth of Large Retirement Plan Sponsors Say They Are Suspending 401k Matches - https://t.co/DbamWvzxTA
1 1
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

315 days ago

We’re happy you found this helpful! That is our mission, always 🙌🏻 https://t.co/S7LDF2xjOY
2 2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

315 days ago

#Fi360Conference looks a little different this year. But the faces are familiar! Listening to Blaine Aikin + @MichaelKitces discuss Reg BI & other trends for #fiduciary and professionalism. https://t.co/aeGKO3VRY0
1 2
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

317 days ago

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

https://t.co/Ky3edANklD
1 3
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

321 days ago

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

https://t.co/C0KHo0gzeb https://t.co/TvBlWRRqNy
1 4
Fi360@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.61K
Followers5.63K
Following1.26K
Fi360 @fi360

322 days ago

5 Action Items for Successful Retirement Outcomes @401kspecmag

https://t.co/PdoE8Zlw1s
3 4
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

328 days ago

Our first concern is always the safety of our members and staff! We are excited that we can still bring you all the industry intel, but instead it will be digitally! https://t.co/tQBgBsBFeJ
4
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

331 days ago

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

https://t.co/GTa2KEscgz
2 2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

1 year ago

TRA Continues Expansion With Acquisition of Fred S. Shapiro & Associates - https://t.co/V4uBI5ZK1u
1 1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

1 year ago

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

1 year ago

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

1 year ago

PSCA Releases Its 62nd Annual Survey Results - https://t.co/YLq6gfdviM
1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

1 year ago

Pending prompt action by the U.S. Senate, the most comprehensive retirement security legislation in more than a decade is poised to become a reality.

https://t.co/jUWOpy084v
2
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

1 year ago

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

1 year ago

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

1 year ago

Three firms Partner to Deliver Bundled Fiduciary 401k Services - https://t.co/5i4yCMbz8Z
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

1 year ago

Department of Labor Proposes New Electronic Disclosure Rule - https://t.co/lZ32EKIPug
1
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

1 year ago

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

1 year ago

Fiduciary Education Launches Online Course on Successful DC Plan Design - https://t.co/SgqAU726ej
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

1 year ago

Projected 401k and Retirement Plan Limits for the Tax Year 2020 - https://t.co/pBzlbWfS3T
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

1 year ago

Millennium Trust Launches Small Business Retirement Solution - https://t.co/SVSfFGWV6b
401khelpcenter@401khelpcenter
Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.84K
Following197
401khelpcenter @401khelpcenter

1 year ago

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

1 year ago

Broadridge to Acquire Fi360 - https://t.co/bLSoHtmcn2
1 1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

2 year ago

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

2 year ago

Wishing everyone a very special holiday season, and a prosperous New Year. @NAPA401K @nevinesq @ASPPA @NTSA403B @ASPPAGAC https://t.co/9kETk5UUSg
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

2 year ago

#IRS Issues New Guidance on Hardship Distributions. With the impetus of the Bipartisan Budget Act of 2018, the IRS has provided for comment some much-anticipated new proposed regulations on hardship distributions. @ASPPA @NAPA401K @NTSA403B https://t.co/fnOJBTvByt https://t.co/0VU5hWxknm
3 1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

2 year ago

The #401k turns 40! ARA CEO Brian Graff joined @Voya and CEO Charlie Nelson this morning to ring the @NYSE Opening Bell to celebrate.
Happy Birthday 401(k)! https://t.co/6KNOb0xI2A
2
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

2 year ago

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

2 year ago

Why do 60% of #RetirementPlan participants not work with a #FinancialAdvisor? @NAPA401K explores the numbers from a recent @OneAmerica online survey @nevinesq : https://t.co/Tcm4dAwTI7
1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

2 year ago

IRS Goes Paperless with its Voluntary Correction Program! @ASPPA https://t.co/F6usegSUGq
4 6
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

2 year ago

Full #ASPPA18 agenda online now! Check it out: https://t.co/qmIdECRhNg https://t.co/g1mdoEGsMx
1 1
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
American Retirement Association @usa_retirement

3 year ago

So many reasons to go to #NAPA401kSUMMIT. You can network with the Young Guns: NAPA’s Top Advisors Under 40. Just another reason why the very best advisors in the industry consider #napa401ksummit their MUST-ATTEND event of the year! #nevinesq https://t.co/blgmpK6ohg
1 2
American Retirement Association@usa_retirement
The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.02K
Following937
@

51 year ago

Click here to read @NAPA401K,@PLANSPONSOR@USDOL,@ERISAWatch,@fredreish,@JasonRobertsESQ,@PensionResource,@RetirementLaw,@401khelpcenter,@PLANADVISER,@ASPPA,@pensionsnews,@PSCA401k,@401kspecmag,@usa_retirement,@fi360'S Twitter feed

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