401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'Employees can choose to keep their savings in Unum’s 401k plan after retirement as an affordable option to managing their savings.' #401k #retirementplanning @401kbrian @unumnews https://t.co/WmVBlAOshq
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'Having this information and control in the palm of their hand may also decrease some of the anxiety that can accompany planning and saving for future expenses' #401k #retirementplanning @johnhancockusa @401kbrian https://t.co/kJkdAkX1O7
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
#Maine passes bill to create auto-IRA #retirement savings program https://t.co/yuriO99zCN via @pensionsnews
#investing
#investing
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
The Maine Legislature passed a bill to create an #AutoIRA for workers whose employers don't offer #retirementplans: https://t.co/yuriO99zCN
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
California Public Employees' Retirement System re-enlists @buckglobal to certify #pension plan asset values but not without an objection to the selection methodology: https://t.co/7Kz11PsIzE
#PensionFunds #PublicPensions #RiskManagement #Governance #ESG #CalPERS
#PensionFunds #PublicPensions #RiskManagement #Governance #ESG #CalPERS
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
The LHD/ERISA Advisor – June 2021 https://t.co/CUWgO88uCn
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
.@unumnews adds managed retirement fund to #401k plan, pairs it with withdrawal options: https://t.co/1epyr3EEt2
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
House passes #ESG disclosure bill, but prospects uncertain in Senate: https://t.co/IKkLaehlPq
#Legislation #Investing #Equities #SEC
#Legislation #Investing #Equities #SEC
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'Although lay fiduciaries have extraordinary control over many of our investments, they tend to be underappreciated by both themselves and their beneficiaries' #401k #retirementplanning https://t.co/7ipG8hjbnF
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Marin County Employees' Retirement Association shifts to #Russell1000 index from the S&P 500: https://t.co/qydpDKHHbB
#MCERA #PublicPensions #Investing #MoneyManagement
#MCERA #PublicPensions #Investing #MoneyManagement
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
📢 @TAAssociates has acquired a "significant minority" stake in @ApexGlobalGroup, a global financial services firm: https://t.co/C2dPEU3B9R
#PrivateEquity #Alternatives
#PrivateEquity #Alternatives
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
San Diego County Employees Retirement Association takes a step toward risk-reduction with change to its asset allocation for fiscal year 2022: https://t.co/XoeqrpQ7nr
#PublicPensions #Equities #FixedIncome #RiskManagement #SDCERA
#PublicPensions #Equities #FixedIncome #RiskManagement #SDCERA
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
The Courts and Healthcare Policy - June 2021 https://t.co/dmKfrZLQca
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
EBSA Issues Guidance On Disclosure of Phone Call Recordings https://t.co/IHo00wrjR6
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
COVID presented unique challenges for frontline workers, something he witnessed firsthand. #401k #retirementplanning @syedmnishat https://t.co/uZfYW0MWsc
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Lily Burkhart, global head of diversity and inclusion for @JPMorganAM, explains how #diversity and #inclusion play a big part in retention within the #assetmanagement industry. https://t.co/7yqfXUIlta
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Ontario Teachers' Pension Plan aims to double investments in #infrastructure: https://t.co/9ddcFVteG2
#PublicPensions #Alternatives #ESG #Investing #OTPP
#PublicPensions #Alternatives #ESG #Investing #OTPP
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
Audio Recordings Are Up for the Taking! https://t.co/KrW1Q9EgtG
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
In a world of historically low interest rates, what place do sovereign bonds have in a portfolio? Seth Weingram and Ram Thirukkonda of Acadian Asset Management LLC consider the allocator's dilemma: https://t.co/FGI95pMMUX
#Commentary #RiskManagement #FixedIncome
#Commentary #RiskManagement #FixedIncome
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
Stable value’s role in decumulation strategies and retirement income will increase, and it’s used more and more in custom target-date portfolios. #401k #retirementplanning @TRowePrice https://t.co/aUbwyvUQz6
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
ICYMI: #PSCAResearch #InTheNews via @ASPPA Behavioral Finance: New Ingredient in Finance and Investment Recipe
https://t.co/OMPwhUWahG
https://t.co/OMPwhUWahG
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
The Washington State Investment Board taps chief investment officer Allyson Tucker as its next CEO. #WSIB plans to fill CIO role later this year: https://t.co/DwulKcZULz
#PublicPensions #RetirementPlans
#PublicPensions #RetirementPlans
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Chris Cowan named managing director at #realestate investment firm Arc Capital Partners: https://t.co/rRlbJU705X
#Alternatives #RealEstateInvesting #MoneyManagement
#Alternatives #RealEstateInvesting #MoneyManagement
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
New Maine law requires state pension fund to divest #fossilfuel companies: https://t.co/VqhTvcnm9s
#Investing #ESG #PublicPensions #Alternatives #Divest
#Investing #ESG #PublicPensions #Alternatives #Divest
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'HSAs are designed to be saving vehicles, yet most consumers today use them as spending accounts' #401k #HSA #retirementplanning @Alegeus https://t.co/iTAcUbgIOb
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Funding from U.S. corporate taxes has shrunk over the past several years. New Pensions & Investments interactive graphics: https://t.co/zCUnsIoiUp
#IRS #WashingtonDC #CorporateIncomeTax #TaxLaw
#IRS #WashingtonDC #CorporateIncomeTax #TaxLaw
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Saudi Arabia combining two state-run pension and unemployment insurance funds to form single entity with $29 billion in equity holdings: https://t.co/IolEfPcn8a
#PublicPensions #Investing #Equities
#PublicPensions #Investing #Equities
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Charity pension fund deficits set to surge amid U.K. funding proposals: https://t.co/iah5XdULrv
#Pensions #DefinedBenefitFunding #PensionFunds
#Pensions #DefinedBenefitFunding #PensionFunds
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
New #philanthropy from CIFC Asset Management combines collateralized loan obligation (CLO) with $145,000 donation for #ESG charity @BlackGirlsCode.
Learn more: https://t.co/OMQ4q1Sc3G
#Alternatives #CLO #Investing #NonProfit
Learn more: https://t.co/OMQ4q1Sc3G
#Alternatives #CLO #Investing #NonProfit
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
CarVal Investors has closed its fifth credit fund, exceeding its fundraising target by 20%: https://t.co/u7y65okdM5
#Alternatives #PrivateEquity #PublicPensions
#Alternatives #PrivateEquity #PublicPensions
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
#CalPERS CEO says #PensionFund ready to restart CIO search: https://t.co/nnT2dUeJKO
#Investing #PublicPensions #Governance
#Investing #PublicPensions #Governance
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Goldman Sachs removes two #mutualfunds from #401K investment options lineup: https://t.co/Xer9Mo8UC9
#MoneyManagement #RetirementPlans
#MoneyManagement #RetirementPlans
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Federal Judge rules @MetLife suit over underpaid pension payments can proceed: https://t.co/8A2xXlDM6r
#Litigation #Pensions #PensionFunding #DefinedBenefitPlans
#Litigation #Pensions #PensionFunding #DefinedBenefitPlans
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
Shareholder advocates press companies on voter suppression and other election threats: https://t.co/btCM06NHxy
#Investing #ESG #PublicPensions #Governance #CalPERS #OPERF
#Investing #ESG #PublicPensions #Governance #CalPERS #OPERF
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
#PEPs, or pooled employer plans, are new to the 401(k) world but have real potential. Its important to know how they are structured, the pros and cons of using them, and how the conflicts are managed. https://t.co/aklVFwBJSi
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
The #DOL’s new #fiduciary rule imposes a number of conditions on recommendations to plans, participants & IRAs. Investment advisers & broker-dealers need to be in compliance by December 21. Here’s a memo to a CCO about that work. https://t.co/TEOafW7A1r
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Pensions&Investments@pensionsnewsAll things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Total Tweets41.96K
Followers19.17K
Following363
.@QinetiQ has insured $183 million in pension fund liabilities through a buy-in with @landg_group: https://t.co/Cz1mke0TCC
#PensionRiskTransfer #DefinedBenefitPlans #Pensions
#PensionRiskTransfer #DefinedBenefitPlans #Pensions
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
Let them check out of your email list https://t.co/IaWEyY5Swh
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
‘Work-life balance remains a struggle with one in three women placing it as a top factor that makes them feel successful at work' #401k #retirementplanning @TRowePrice @WeAreOneDigital https://t.co/9kt1m7BzVS
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
You can hear from three different advisory practices and how they ensure that their clients have a well-structured retirement plan governance program that drives participants outcomes while keeping the organization out of harms way. Visit https://t.co/RSOMw1nOT9 to register! https://t.co/OU0ABeOOLa
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'The underlying principle of the ESG Plan Certification is the recognition of providing an incentive for continuous improvement of plans to achieve this goal' #401k #RetirementPlanning @Voya @DalbarInc https://t.co/uiIUetMzdE
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
Just as we are working hard to deal with February’s #fiduciary rule, the #DOL announces another one is on the way. Here’s an article by @Think_MelanieW that discusses the upcoming proposal. https://t.co/lxkL0HDckK
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
50 State Map of MAC Laws – Can PBMs No Longer Rely on ERISA Preemption to Avoid Certain State Laws? https://t.co/bvmSvkrFlx
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'Of the 41% who do not have a retirement savings account, 44% say they do not have money to save after expenses' #401k #RetirementPlanning @tghilarducci @InnovateEconomy https://t.co/WMsX1quvqc
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
The DOL Has Made This New Mental Health Parity Requirement a Top Enforcement Priority https://t.co/vvS5yqBJ8p
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'Ultimately, it is impossible to know how many accounts are truly forgotten because zero empirical data is available on amnesiac 401k participants.' #401k #retirementplanning @RCHConsolidate @nevinesq https://t.co/6oXnwmtJCC
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
ICYMI: #PSCAResearch #InTheNews via @ASPPA Meetings of the ‘Minds’—How Plan Committees Are Structured
https://t.co/FUKigcjooP
https://t.co/FUKigcjooP
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
Control is a big deal https://t.co/Lm51DCOdKJ
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
Notices, Notices, Notices – Group Health Plans and COVID-19 Notice Fatigue https://t.co/ZtepNctBni
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
Need An HR Audit Checklist? Here You Go! https://t.co/BUZUoSg1PH
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
"The OMB’s posting is 'bureaucratic speak' for leaving options open to revisiting certain aspects of the fiduciary rule." #401k #retirrementplanning @PrestonRutledg5 @USDOL https://t.co/8xP2AZrI6s
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Be in the know about SECURE 2.0! Attend tomorrow’s webcast to learn about key provisions that are relevant to you and your clients. | Complimentary for members: https://t.co/2L93mcqcNZ https://t.co/qf8lHfgFvk
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Don’t miss tomorrow’s Third Thursday WiRC session “Intentional Networking,” hosted by Jessica Fox, Vice President of Strategic Relations at Prudential Retirement | Complimentary for members: https://t.co/fm19MhPUFg https://t.co/dCwOe2pvMO
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'The vast majority of survey respondents associate their current physical, mental, and financial health with wellbeing.' #401k #RetirementPlanning @FTI_Global https://t.co/nxydYuE2Bh
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Mountaire Corporation with @lincolnfingroup won a PSCA #siggy in the overcoming obstacles category for their campaign targeting employees who became eligible to participate in the retirement plan during the pandemic. Read more here: https://t.co/h1xnnxBbSK https://t.co/7nWrkwF79B
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Don’t miss tomorrow’s Third Thursday WiRC session “Intentional Networking,” hosted by Jessica Fox, Vice President of Strategic Relations at Prudential Retirement. Complimentary for members! https://t.co/CwxphCziCB https://t.co/xEFIA2CPU9
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
It’s not your job to understand https://t.co/u67ofaIzDe
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
ICYMI: #PSCAResearch #InTheNews via @SHRM Reviewing Retirement Plan Committee Designs and Practices
https://t.co/TQg9VkKh15
https://t.co/TQg9VkKh15
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
Musings Of Retirement Plan Fiduciaries On Cybersecurity: Episode One https://t.co/Kn9G6YvhBO
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Curious how innovation affects retirement planning? Well, join us next week when we discuss how this landscape is changing due to new technology, data, trend acceleration, and more. | Complimentary for members: https://t.co/nwyruCpSFe https://t.co/FlQb0jLgn9
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
How are retirement benefits changing to meet the evolving individual or organizational needs? Find out at the NAPA 401(k) Summit, register at https://t.co/RSOMw1FqhJ https://t.co/uaRhVZP0tv
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Harrison Poultry, Inc. with @OneAmerica and OneDigital, won a PSCA #siggy in the overcoming obstacles category for their creative print campaign using employee testimonials to increase engagement with the company’s profit sharing plan. Read more at https://t.co/h1xnnxBbSK https://t.co/SxRToJtNEy
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
#DOL announces plan to "amend the regulatory definition of the term #fiduciary ... to more appropriately define when persons who render investment advice for a fee to employee benefit plans and IRAs are fiduciaries ..." under #ERIS…https://t.co/UuWdXXTGcl https://t.co/5WhW4SgdTl
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
In the end, there can be only a few PEPs https://t.co/gnDnrHlr7i
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
This Week at the Ninth: Poultry Preemption and ERISA Estoppel https://t.co/BQiXgj65p4
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'HSAs are designed to be saving vehicles, yet most consumers today use them as spending accounts' #401k #HSA #retirementplanning @Alegeus https://t.co/4obdCXIarO
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
ICYMI: #PSCAResearch #InTheNews via @Benefits_PRO Here's what many retirement plan committees have in common: PSCA https://t.co/B3ZvayhE9z
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
Even the DOL is Issuing Cybersecurity Instructions https://t.co/WnLzoysPsH
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'Her deep knowledge and expertise in the retirement industry include an understanding of how stewardship behaviors impact...a fiduciary’s decision-making process' #401k #retirementplanning @CafaroGreenleaf https://t.co/jsYXO8Dtic
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Join us tomorrow for our webcast about Environmental, Social, and Governance (ESG) investing. We’ll discuss this multifaceted landscape and how it relates to retirement plans. | Complimentary for members: https://t.co/qRxa5KOAxv https://t.co/2eN4awoxxr
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
Here is a link to the #DOL’s regulatory agenda page where it discusses the new proposed #fiduciary regulation project. The estimate is that the DOL will publish it in December, suggesting a new final reg in mid to late 2022. https://t.co/BA2Fg5ZPuA
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Werner Enterprises, with @EmpowerToday, won a first place #Siggy in the Overcoming Obstacles Category for their campaign targeting employees not taking full advantage of the new, higher matching contribution. Read more at: https://t.co/h1xnnxBbSK https://t.co/X5vtxHuJqk
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'The adoption of DC plan design features helped more participants save for retirement and keep their focus on the long term' #401k #retirementplanning @Vanguard_Group @Vanguard_Instl https://t.co/WO9JVPHcUM
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
With institutional financial planning quickly becoming the new paradigm in employee benefit offerings, join us in a robust discussion on who is best suited to offer such services, and how advisors and providers can co-exist in this space together. https://t.co/RSOMw1FqhJ https://t.co/hdDRC3eRDv
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
The DOL just issued its Regulatory Agenda. It lists this project: This rulemaking would amend the regulatory definition of…fiduciary…to more appropriately define when persons who render investment advice for a fee to employee benefit plans and IRAs are fiduciaries 1/
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
SAS 136: The New Audit Standard for Employee Benefit Plans and Its Impact on Plan Sponsors https://t.co/ZWSks4VzHL
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
John Hancock ERISA Settlement Includes Appointment of Independent Consultant https://t.co/zEzwKcd8qC
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
How Financial Resiliency Can Lead to Better Retirement Preparedness: https://t.co/FXnI1nOlma
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
Kimberly-Clark, the latest big 401(k) lawsuit https://t.co/arvrYvK18J
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
GAO report illuminates DOL enforcement of ERISA https://t.co/77fFU1pOIF
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
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Following3
Time Has Come Today…For Form 5500 Season https://t.co/Yz2jP7jsxq
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
If you have questions about SECURE 2.0, don’t miss next week’s webcast with Andrew Remo — Director of Federal and State Legislative Affairs — and Will Hansen — Chief Government Affairs Officer. | Complimentary for members: https://t.co/2L93mc8BWr https://t.co/prjHmN04ro
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Networking is not a mechanical process. To learn how that applies to you, join us next week for the Third Thursday WiRC session “Intentional Networking”! | Complimentary for members: https://t.co/fm19Mi7vwO https://t.co/CHNTjUPCXz
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
The more information we have about participants, the more tailored and effective our solutions can be. But are there – and should there – be limits to what we do with that data? Learn more during the summit! You can register at https://t.co/RSOMw1nOT9 https://t.co/CPOb51iJSX
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Are Governmental Plans Exempt from ERISA? https://t.co/z5cqhlLJ2s
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Capozzi Adler Files a Big 403(b) Suit: One of the most active ERISA litigation firms has now turned its attention to a mammoth 403(b) plan. Read the full article https://t.co/urp9LMOoe3
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
The Rosenbaum Law Firm Review - May 2021 https://t.co/v9IGOzRduf
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
DOL Weighs In With Cybersecurity Guidance, FINRA Issues Reminders on Options and Predispute Arbitration Agreements, NASAA Releases Annual State Advisers Report,... https://t.co/j2kRlnpeSl
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'Employers have the choice to include cryptocurrency via a self-directed alt window inside the 401k alongside their investment lineup' #401k #retirementplans @ForUsAll401k @401kbrian https://t.co/YiLNZHWvzi
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Networking is not a mechanical process. To learn how that applies to you, join us next week for the Third Thursday with WiRC, Intentional Networking! Complimentary for members! https://t.co/CwxphCziCB https://t.co/GSzfZZkIHa
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
Khan v. PTC, Inc.—Three Important Lessons From An Otherwise Unremarkable 401(k) Fee Case https://t.co/4gFaf6MtyL
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
The #DOL’s fiduciary “rule’ became effective February 16. As a result, most #rollover recommendations are now fiduciary advice. That requires that the recommendation be prudent & in the best interest of the participant. To read more about what that means: https://t.co/xtSAXW4oqb
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
‘For as long as small balance 401k accounts are treated as problems to be disposed of... we’re going to get the same results' #401k #retirementplanning @RCHConsolidate https://t.co/K4Gtwk976B
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
Blanchett will be managing director and head of retirement research for the firm to 'help meet growing demand for defined contribution (DC) solution capabilities.' #401k #retirementplanning @pgim @PrudentialNews @davidmblanchett https://t.co/oPUG6fNbgX
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'While the SECURE Act of 2019 reduced barriers for plan sponsors to offer in-plan income solutions, adoption has lagged' #401k #retirementplanning @blackrock https://t.co/mh6TwUxypi
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Environmental, Social, and Governance (ESG) investing is a multifaceted landscape. Join us to learn about all the ways ESG can be interpreted for defined contribution plans. | Complimentary for members: https://t.co/qRxa5KOAxv https://t.co/QL5l6FsMzn
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Has There Been a Climate Change For ESG Investing in DC Plans? Read more at https://t.co/stce1C0RrX
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
[Webinar] Protecting Your Employee Benefits Plan from Cybersecurity Threats | What Does the US Department of Labor’s Guidance Mean for Plan Fiduciaries? - June... https://t.co/FP6ZYlmjkW
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'Regardless of the committee structure chosen, having a documented prudent process in place remains the best practice' #401k #retirementplanning @nevinesq @PSCA401k @usa_retirement https://t.co/OXEOYoQ2Oo
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
The participant shift from accumulation to decumulation is here and surveys show that 60% of plan sponsors are now considering offering lifetime income solutions. Join this discussion at https://t.co/RSOMw1nOT9 during the NAPA 401(k) Summit! https://t.co/basVcmgq0g
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
Red hot retirement plan industry M&A shows little sign of slowing. #401k #retirementplanning @401kconsultant @WeAreOneDigital https://t.co/QReexqaYAA
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
Call it a Comeback: The Likely Return of ESG Investing in ERISA Accounts https://t.co/4Q10QRwMxq
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
The problem with Solo 401(k) plans https://t.co/JubJasqnwY
401(k) Specialist Magazine@401kspecmag401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Total Tweets6.89K
Followers1.77K
Following1.55K
'Fortunately, sustainable investing and profitable investing are not mutually exclusive' #401k #retirementplanning @401kbrian @RepAndyLevin @RepBrendanBoyle @RepCindyAxne https://t.co/YScv1DB1fu
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
2020 Hindsight: How Retirement Savings Changed and How It Didn’t - read the full article are https://t.co/hxuM3D7VTQ
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
Multiemployer Pension Plan Reform/Bailout May Be Greater Than Expected; Guidance Still Forthcoming https://t.co/MukmS1eoLM
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Innovation is making a difference for retirement planning. But what does that mean for your clients? | Complimentary for members: https://t.co/nwyruC8hgE https://t.co/5gn5lNTChO
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
Administrative Exhaustion Is Required Even When Not Mentioned In Plan https://t.co/eq12taOnU6
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
Ninth Circuit Rules – State Pension Mandate Not Preempted Even Though An Employer Chooses Not To Establish ERISA Plan https://t.co/9LzlJQJ2KD
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Different “Strokes”: Strategic Partners are From Venus and Advisors are From Mars - NAPA 401(k) Summit Registration is open! Check out this workshop and others at https://t.co/RSOMw1nOT9 https://t.co/6YOfhqVapB
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
The Friday Five: Five Current ERISA Litigation Highlights - June 2021 https://t.co/3mXWzk20CR
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
DOL issues guidance on new fiduciary rule https://t.co/9Z168V0tWz
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Learn what you need to know about SECURE 2.0! | Complimentary for members: https://t.co/2L93mc8BWr https://t.co/mllrn2Ci6H
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Learn what you need to know about SECURE 2.0! | Complimentary for members: https://t.co/2L93mcqcNZ
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
DOL provides cybersecurity guidance https://t.co/TOGf8Uz1Us
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
Why did the #DOL issue its new #fiduciary “rule”? Here’s the answer. And, FYI, rollovers are prominent in the explanation. https://t.co/rY9uM2ikZv
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
A new survey by the Plan Sponsor Council of America uncovers some key consistencies in structure and approach. Read more at https://t.co/fo0bwSEajs
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
What is ESG and why does it matter to advisors? Attend our webcast to learn about this dynamic space, how it relates to defined contribution plans, and more! | Complimentary for members: https://t.co/qRxa5KOAxv https://t.co/1NuYNU2hVG
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
If you are interested in the new #DOL #fiduciary rule affects broker-dealers & their investment professionals, this could be a good program for you. Brad Campbell & I will over the legal issues, and the consultants from Oyster will talk about the work to be done by December 21 https://t.co/sJ122eDoCm
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA 401(k) Summit workshop 9 - Stressed “Test”: Mental Health in the Workplace. Register today at https://t.co/RSOMw1nOT9 https://t.co/E19HY3iFWE
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
New research from PSCA: Retirement Plan Committees How many members should be on your retirement plan committee? Read the results at: https://t.co/zODK6sBr0F #401k
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Congrats! https://t.co/TP1FAuGNK1
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
It doesn’t matter when you get paid, do your job https://t.co/pD7mU5OHpl
ERISA Watch@ERISAWatchNew! Follow us for ERISA and related retirement plan updates and commentary from leading lawyers and law firms. A @JDSupra legal feed.
Total Tweets4.87K
Followers463
Following3
Are ERISA Breach of Fiduciary Duty Claims Arbitrable? https://t.co/yLsSmmGxkD
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Enforcement & recoveries from #DOL investigations climb exponentially.. takeaway for financial institutions = "maintain a focus on ERISA compliance, not just when there’s a new rule that comes out." Read more from @EmileHallez @new…https://t.co/Lnaf3VDhVg https://t.co/pcQDvMAR9o
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Do you want to transform the way you network and, thus, maximize the value of your professional relationships? If so, join us for our next Third Thursday on June 17 at 4:30 p.m. | Complimentary for members: https://t.co/fm19MhPUFg https://t.co/i0DDsHPj4b
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Enforcement & recoveries from #DOL investigations climbs exponentially.. takeaway for financial institutions = "maintain a focus on ERISA compliance, not just when there’s a new rule that comes out." Read more from @NewsFromIN at:…https://t.co/eny7j2DGL5 https://t.co/pcQDvMSs0W
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
How Did May’s Markets Move the Average 401(k)? There’s an old adage that investors should “Sell in May and go away”—in order to avoid the summer market doldrums—but what about the average 401(k)? Read more at https://t.co/AxYykiQAk9
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
NAPA 401(k) Summit workshop - “On” Target?: The Case for Managed Accounts—Could Managed Accounts Replace Target Date Funds? Find out how the next evolution of advice programs can better engage participants, and help grow and protect your practice. https://t.co/RSOMw1FqhJ https://t.co/qrUHfOGP5M
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
One of the many NAPA 401(k) Summit workshops - An expert’s take on advisor and committee roles in writing and maintaining committee minutes. There’s a fine line between minutes being an impactful tool or a liability. Sign up today at https://t.co/RSOMw1nOT9 https://t.co/A3H1zdtJ1y
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
The #SECUREAct 2.0 has a number of interesting provisions that will help plan sponsors and participants. Retirement plan advisors should be aware of the progress of this bill so that they can help plan sponsors anticipate what will happen. https://t.co/IB2yQ8Ocjp
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
State Street Slapped With Excessive Fee Suit. Read more at https://t.co/6PxHkimd8K
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
Workshop 6 - “Cyber” Specs: The Opportunities and Challenges in an Advancing Digital Marketplace. See the full NAPA 401(k) Summit agenda, and register at https://t.co/YJjc2VduTj https://t.co/GG5xgt6tw7
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
5 Intriguing Aspects of SECURE 2.0: There’s a lot to unpack in what’s been called “SECURE 2.0”—but here are some aspects you may have missed. Read more at https://t.co/uuPs376T1y
NAPA - National Association of Plan Advisors@NAPA401KJoin our elite network of retirement sales and investment professionals. http://t.co/isesBeraPF,
Total Tweets4.63K
Followers2.36K
Following1.15K
The NAPA D.C. Fly-In Forum is a convergence of the nation’s elite advisors, for the purpose of engaging with key federal policymakers and advocating for legislative policy affecting the retirement industry. Visit https://t.co/N4C2cjSX1T to apply! https://t.co/i8VTe3rbLe
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
Here’s #BestInterest article #51. It discusses mitigation strategies under the new #DOL #fiduciary rule, PTE 2020-02. The mitigation provision applies to #brokerdealers and #investmentadvisers. The rule applies now, but a DOL policy could help till 12-20. https://t.co/WcnVJq4FbB
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
The new #SECUREAct 2.0 was reported out of committee and is moving towards becoming law later this year. If you would like to know more about the retirement plan provisions, the “Nevin&Fred” podcast, Episode 2, is your cup of tea. Here it is: https://t.co/AtQvWjog99
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
Just a reminder...the Beltway program will be Thursday. We’ll cover the latest on the fiduciary rule, ESG investing, the SECURE Act 2.0, and the SEC. You can sign up using the link below https://t.co/dmUK41fSp7
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Participate in PSCA's 2021 #403(b) Plan Survey by June 4th and get a free copy of the industry's most comprehensive 403(b) plan benchmarking report. https://t.co/YMXEBNTYyq
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
Just in case you are interested in knowing more about the new #rollover requirements...particularly related to insurance products. https://t.co/vy1FPLhKUr
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
ICYMI: A panel of experts discussed how to create engagement in a virtual world at PSCA’s National Conference. Read about the strategies offered at: https://t.co/jkkoATBSiG
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
The #DOL’s new #fiduciary rule conditions relief on mitigation of conflicts by investment advisers & broker-dealers. But the SEC doesn’t require mitigation by RIAs or IARs, nor by broker-dealers at the entity level, so these are new requirements. https://t.co/ZPMlIdfhlO
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
ABA Retirement Funds with @Voya won a PSCA #siggy for the rollout of their “Retiree Menu” offering to near-retirement employees. Read more at: https://t.co/lAjDA3KEqi https://t.co/6BhBHy3qkq
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
ICYMI: Erin Lowry, author of “Broke Millennial” gave PSCA National Conference Attendees tips for engaging millennial and gen Z employees. https://t.co/indTC07JJc
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
This #DOL "National Enforcement Project" known as "Plan Investment Conflicts" (PIC) is heating up (#forewarnedforearmed). According to USDOL Field Investigator, PIC, which began in 2016, "investigates issues related to #fiduciary s…https://t.co/Wg1XtVOO4x https://t.co/AE6csZhr1B
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
Most articles on the new #DOL #fiduciary rule have been about rollover recommendations to IRAs invested in securities. However, the rule also applies to rollovers into annuities. If you are interested, here’s a discussion about that. https://t.co/bjkNDZLRFZ
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
The #DOL’s new #fiduciary rule conditions its relief on, among other things, #mitigation of conflicts of interest (that is, financial incentives). The DOL’s FAQs on the rule focus on compensation grids and how to mitigate their incentive effects. https://t.co/Al5cE51cNn
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
GLOBALFOUNDRIES, Inc. with @CompassFP and @Prudential won a first place signature award for their investment education campaign. Read about the campaign here: https://t.co/lAjDA42fhQ https://t.co/BK3cfEP4Il
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
ICYMI: Two Former DOL Officials Spoke at PSCA’s (Virtual) National Conference in April:
https://t.co/EuQmxCyMQw #401k #retirement #DOL @nevinesq
https://t.co/EuQmxCyMQw #401k #retirement #DOL @nevinesq
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
DTE Energy, with @EmpowerToday, created a #siggy award winning financial wellness campaign during America Saves Week with a weather-themed tagline “Your Five-Day Financial Forecast. https://t.co/tnkzhcMII7 https://t.co/VWFAxoyiLu
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
The State of Oregon Public Employees Retirement System (PERS), with @Voya, won a second place PSCA #siggy for their fully virtual annual expo during National Retirement Security Week to increase engagement with financial wellness tools. https://t.co/tnkzhcMII7 https://t.co/nDvPmGgfvB
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
The Colonial Pipeline #CyberAttack is in the news. Here’s an article about it from an objective & competent perspective. Jason is an attorney with my firm and a former FBI cybersecurity professional. https://t.co/1fByJXZb7J
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
The Metropolitan Transportation Authority’s “Financial Wellness Boot Camp Workshop”, with support from @Prudential, got great results and won a 1st Place Financial Wellness PSCA #siggy. Read more https://t.co/tnkzhcv7jx https://t.co/hdDgvwBG1k
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
#RegBI requires mitigation of advisors’ conflicts. #SEC requires #RIAs to disclose, but not mitigate. #DOL’s new #fiduciary rule requires that both RIAs & broker-dealers mitigate both firm & advisor conflicts. Here’s info on mitigating firm conflicts: https://t.co/J9il3uUgPD
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Deadline Friday for PSCA's 2021 #403b Plan Survey. Participate and get a free copy of the results: https://t.co/YMXEBNTYyq https://t.co/fxmlWiihc2
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Norton Healthcare, with @principal , won a PSCA #siggy for their very customized, targeted campaign aimed at increasing one-on-one meetings with a financial education specialist. Read more here: https://t.co/XBbGaAkWaw https://t.co/2ej5MVlqWR
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
#Cybersecurity has become one of the top issues for financial services. Two of our attorneys who specialize in cybersecurity has authored an article about the NY Department of Financial Services report on the Solarwinds cyberattack. Its worth a read: https://t.co/xZ23YRSJ2j
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
NewYork-Presbyterian, with @Prudential Retirement, won a PSCA #siggy for their multifaceted virtual event targeted to pre-retirees to introduce a new voluntary retirement option with an enhanced retiree medical benefit. https://t.co/XBbGaACxz6 https://t.co/GctcHKRrk6
fred reish@fredreishERISA attorney, and author, speaker and commentator on retirement issues
Total Tweets1.19K
Followers2.10K
Following265
After each quarter I post my most popular articles. It shouldn’t be any surprise that, for last quarter, the most popular were about the #DOL’s new #fiduciaryrule. In particular they were about rollover recommendations and advice to IRAs. Here they are: https://t.co/RW0zY73WtE
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
University of Texas at Dallas, with @lincolnfingroup, won a 1st Place PSCA #siggy in the events category for their highly successful virtual benefits fair. Read more at: https://t.co/XBbGaACxz6 https://t.co/R40PZ7guwL
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
M. Arthur Gensler Jr. & Associates, Inc., with @johnhancockusa, won a 3rd place PSCA #siggy in the COVID-19 category for its comprehensive “Daring to thrive in 2020” campaign. Read more at: https://t.co/2C67NQl34k https://t.co/Y4Bzh9egwW
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Unpacking #PEPs for #401k plans & opportunities for #advisors w/ Micah DiSalvo @tntknox & Shawn West, AIF®, CPFA® on American Trust podcast.. listen at: #ERISA #CompeteComply https://t.co/vzmcvW4QBk
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Congratulations to University Health Care System with @Transamerica for their 2nd place signature award in the COVID-19 communications category for their “Your Future’s First Line of Defense” education campaign! #Siggys #401k #education Read more at: https://t.co/2C67NQ3rFK https://t.co/c1omXeXlpH
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
Deadline tomorrow! Participate here: https://t.co/7I7EeDQsJZ https://t.co/vFGgaVjgDl
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
ProHealth Care with @Transamerica won a first place PSCA #siggy in the COVID-19 Communication category for its use of a “Rosie the Riveter” image and a PPE theme to engage participants. #401k #education https://t.co/7Rmji39s5D
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
The closing session of #PSCAnational answered the question you didn't know you had: What Would Yoda Say to Corporate America About D&I? https://t.co/PJ6CQd9vK2
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Critical catch-22 for #advisers and financial institutions borne out of last week's DOL guidance for #retirement investors @NewsFromIN #401k #IRA #Rollover #ERISA #Fiduciary https://t.co/uJgZg7Nzoe
Plan Sponsor Council of America (PSCA)@PSCA401kPSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Total Tweets2.21K
Followers1.83K
Following348
PSCA's 2021 National Conference kicks off in just a few minutes! Let's get ready to embrace change! #PSCAnational https://t.co/aWHUtwalE0
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
How should #retirement plan #advisors be preparing to work with Pooled Employer Plans? Join Micah DiSalvo, Shawn West, AIF®, CPFA®, @tntknox and I at 2 ET on 4/28 to learn more. Register at: @PensionResource @RetirementLaw #ERISA #401k https://t.co/WR9nvlHFPw
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
DOL publishes long-awaited "additional guidance" on #investment advice exemption. 21 FAQs on #ERISA, #fiduciary duties, #rollovers & #compliance at: @PensionResource Member Roundtable at 3 ET on 4/20.. #CompeteComply https://t.co/cSnXCAaWGw
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
2021 edition coming in April! Preorder your copy … https://t.co/8POuUO82gC https://t.co/kgrDMRid7Q
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
Exam Crams! Bob Kaplan, CPC, QPA, QKC, QKA offers expert 4-hour coaching. Get tips & training to help pass the exam DC-3: this month … March 23 & 25 https://t.co/D7nlPfHizM https://t.co/EOy62ld53k
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
The Butch Lewis Emergency Pension Plan Relief Act was approved Feb. 27 as part of the mammoth American Rescue Plan Act of 2021 (H.R. 1319) by a (near) party-line vote of 219-212 https://t.co/7RX7G1mTcp
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Retirement Industry Specialists Create A Powerful New Partnership - https://t.co/PtTuaBOtJ1
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
Time’s running out! If you haven’t yet, renew your ASPPA membership, and earn or report CE credits to complete the 2019–2020 cycle, by Feb. 28. Set yourself up for success in 2021 by locking in your membership and credential to enjoy all the resources & networking ASPPA offers. https://t.co/xFBVPeuxHL
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
Several states have programs up and running to make retirement plan coverage available to those whose employers do not offer it. So where do they stand? A recent report provides a look. https://t.co/d8tnl7orbn
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
What Are the Odds?
https://t.co/P74nYUza4z
https://t.co/P74nYUza4z
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
Time is running out check your CE! https://t.co/AzEPk8a36f https://t.co/oQbjxNpneX
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
IRS Confirms No Action Needed On Recent 2019 Form 5500 Extension Letters
https://t.co/hzzFgz2kIV
https://t.co/hzzFgz2kIV
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
Spring is near and so is our great new conference:
ASPPA Spring National! Combining the best of two popular events, Spring Virtual & Philadelphia Regional, this unique conference is interactive & online, & features industry experts addressing hot topics!
https://t.co/NU2y0JIXzR https://t.co/GrTyMFW6hF
ASPPA Spring National! Combining the best of two popular events, Spring Virtual & Philadelphia Regional, this unique conference is interactive & online, & features industry experts addressing hot topics!
https://t.co/NU2y0JIXzR https://t.co/GrTyMFW6hF
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
Time’s running out! If you haven’t yet, renewed your ASPPA membership, and earn or report CE credits to complete the 2019–2020 cycle, by Feb. 28. Set yourself up for success in 2021 by locking in your membership and credential to enjoy all the resources! https://t.co/AzEPk8a36f https://t.co/c9yByPCtxS
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
Don’t miss tomorrow’s WiRC session on healthy eating & physical wellbeing: It’s designed to improve your engagement with work & life.
https://t.co/RRddD845ZX
#Wirc #womeninretirement https://t.co/jHDUPkjcfD
https://t.co/RRddD845ZX
#Wirc #womeninretirement https://t.co/jHDUPkjcfD
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
Plan Audits not Immune from Pandemic
https://t.co/4R81RgpdzC
https://t.co/4R81RgpdzC
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
More on DOL's #fiduciary #advice exemption (and beyond) from @NewsFromIN #ERISA #rollover #CompeteComply https://t.co/nNCGnch99g
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
DOL confirms #fiduciary #advice exemption will proceed as scheduled. Practical deadline is 12/20/21 for firms already complying w/ Temp. Enforcement Policy. More info + next steps @PensionResource Member RT @ 3 ET on 2/24 https://…https://t.co/CwbBtfTiBo https://t.co/crGmQfwpft
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
Don’t let the overwhelming nature of 2020 hinder your progress toward a healthy & balanced 2021!
https://t.co/BvAZhBhiyK https://t.co/tkfHVC1QK0
https://t.co/BvAZhBhiyK https://t.co/tkfHVC1QK0
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Many financial advisers have turned to digital mediums within the past year, realizing the impact virtual outreach has on their clients and the future of their firms. https://t.co/tbMbZL3Hch
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
With online advertisements, advisers have an opportunity to reach younger people who are interested in finance topics. https://t.co/pB8UxAyEBD
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
You may notice something a little different with your ASPPA Connect today! We are excited to share our revamped newsletter!
Tell us what you think!?
Tell us what you think!?
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
On Jan. 12, 2021, @USDOL released a triple dose of guidance related to helping retirement plan fiduciaries meet their obligations under the Employee Retirement Income Security Act (ERISA) to distribute retirement benefits to missing participants.
https://t.co/1aGQ4idxyh
https://t.co/1aGQ4idxyh
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Cetera Snaps Up Voya Advisors - https://t.co/yLdM5anR4Z
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
TRA Announces Acquisition of R. Bruce Tanner & Associates - https://t.co/n4nc1xrsNH
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
The HELP Committee debated the nomination of Marty Walsh to the role of labor secretary for nearly three hours on Thursday, setting the stage for an imminent committee vote and consideration by the full Senate. https://t.co/gVyc3DMTUA
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Integrated Partners, Massachusetts Society of CPAs Join Forces to Bring PEPs to MA CPA Firms - https://t.co/wWpGPr2QQl
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
NFP Purchases Pension Advisors - https://t.co/j9tswdZwzA
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
The New E-Delivery Rule: The Price of Simplification
This joint piece discusses the DOL’s E-Delivery Rule and the fiduciary considerations applicable to plans that rely on the new rule. Thanks, @fredreish, Bruce Ashton, and Stephen Pennartz
https://t.co/79zdOa9JYt
This joint piece discusses the DOL’s E-Delivery Rule and the fiduciary considerations applicable to plans that rely on the new rule. Thanks, @fredreish, Bruce Ashton, and Stephen Pennartz
https://t.co/79zdOa9JYt
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
Wednesday, February 10 | 2–2:50 p.m. ET
Working with Qualified Plans Can Be Taxing
Speaker: Bob Kaplan, CPC, QPA, QKC, QKA, CFP
Sign up! TODAY
https://t.co/tvsiDWP7VM
Working with Qualified Plans Can Be Taxing
Speaker: Bob Kaplan, CPC, QPA, QKC, QKA, CFP
Sign up! TODAY
https://t.co/tvsiDWP7VM
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Commitment to Low Rates Eases Stock Bubble Fears (for Many) https://t.co/4SKqhOIC2j
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
15th Anniversary of RPAY: Bukaty Companies Financial Services https://t.co/52X2evxnls
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
DOL Missing Participant Guidance Not a List of Requirements https://t.co/A5WogULi6Y https://t.co/lye9HxoVkv
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Neal Proposes New Bill to Help Multiemployer Pensions https://t.co/J9gUMtalZZ
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Even As Industry Consolidates, Breakaways Remain Common https://t.co/y91JywORoJ
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Court Finds Insufficient Evidence for ERISA Claims Against Intel https://t.co/b3Vh6WpkU6 https://t.co/epcDWhd7sq
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
How to Get Participants More Engaged in Financial Wellness Programs https://t.co/Qrgh8hSt04
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Emergency Pension Plan Relief Act of 2021 Introduced in the House https://t.co/HLOYLaH4z3
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Portman’s Retirement Will Cap a Career of Retirement Advocacy https://t.co/LPETzVeNlW
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Service Launches to Help Plan Advisers Evaluate PEPs, PPPs https://t.co/mPkFvXn54Q
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Retirement Industry People Moves https://t.co/RInzDQ0AdF https://t.co/lBD02Pt6Y9
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
DOL Secretary Objects to Provision in Settlements of DST ERISA Lawsuits https://t.co/dOz5ciC03Z
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
HUB Names New Leader for Retirement and Private Wealth https://t.co/bP90P79aG9
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
New DOL ESG Guidance Expected to Encourage More Plan Adoption https://t.co/70NYnS8sZp
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Investment Products and Service Launches https://t.co/xbcdpMFP70 https://t.co/FBLWPQdLnm
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Mercedes-Benz Is Latest National Brand to Face ERISA Litigation https://t.co/Ca4leVKDSg https://t.co/4tqgaXKR2Z
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Schlichter Strikes Again, This Time Against Takeda Pharma’s 401(k) https://t.co/yeI9ch13hb https://t.co/Vrn2N4rR9p
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
2021 PLANSPONSOR Plan Adviser of the Year Nominations Open https://t.co/UL3rQX6DQ2 https://t.co/wGjlXRfTmK
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
15th Anniversary of RPAY: Josh Ulmer https://t.co/WQ77SaT4Mz https://t.co/T1YIDUjkb4
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Market Watchers Hope Steadier Leadership Will Propel Growth https://t.co/Cu6tyWo3X0 https://t.co/cxCsC2DsBb
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Biden Administration Might Accelerate Growth of ESG Investing https://t.co/5W9tNgdE9e
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Busy Days Ahead for SEC Leadership Chair Gary Gensler https://t.co/E45Y9G4Bdi
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Retirement Industry People Moves https://t.co/1OOAymd8pT https://t.co/Q6PRIvfnYf
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Court Filing Details $13M UPenn 403(b) Lawsuit Settlement https://t.co/BB4i85Z06g
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit https://t.co/tUycyi7Afv
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Lawsuit Says Provider Used Plan to Promote Its Own Funds https://t.co/VnRu9iU4Eh
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Investment Product and Service Launches https://t.co/eUWS6uxe68 https://t.co/f8CuKHYUfM
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
15th Anniversary of RPAY: 401k Advisors Intermountain https://t.co/iQgv4D5qIM https://t.co/3mSSbR3vZ2
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Finally, @USDOL clarifies expectations for #retirement plan #fiduciaries regarding missing participants! #ERISA #compliance #401k https://t.co/AoYzwbqCry
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Dueling Dismissal Motions Denied in BlackRock Self-Dealing Lawsuit https://t.co/sP4zCMtYSW
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Common Mistakes Advisers Make That Should be Avoided https://t.co/bT5Q2yBtLR https://t.co/5ND0uxzPJz
PLANADVISER@PLANADVISERWinning strategies for retirement plan advisers.
Total Tweets7.29K
Followers5.10K
Following237
Missing Participant Guidance Released by DOL https://t.co/zn3FfVgyi4
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
Rep. Richard Neal (D-MA) is calling for the implementation of auto-IRAs and auto-401(k)s as part of the framework. He also calls for making the Saver’s Credit refundable and building on changes from the SECURE Act.
https://t.co/a6Si0rs0Pp
https://t.co/a6Si0rs0Pp
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Securian to Offer Education Benefits to Retirement Plan Clients -- https://t.co/ienpEXqR2G
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Biden Picks Boston Mayor to Lead DOL -- https://t.co/XCbhsH2Rnn
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Marsh & McLennan Acquires Compass Financial Partners -- https://t.co/xsKPFnDgCR
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Sageview Acquired by Aquiline Capital Partners -- https://t.co/8kj5i2NplT
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Empower Retirement Closes Acquisition of MassMutual Retirement Plan Business -- https://t.co/C3ae7Gsujb
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
PCS Retirement Acquires Alliance Benefit Group–Rocky Mountain -- https://t.co/Jrho1fAuP1
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
The 401k Plan Company Launches California PEP - https://t.co/2zJr75beXS
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
We are on the cusp of a new year, and there are some important developments to keep in mind as 2021 arrives.
https://t.co/D60l8ozchU
https://t.co/D60l8ozchU
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
The year 2020 provided unique circumstances. Among them are employers that are not paying bonuses this year but whose employees nonetheless have been logging overtime. A recent blog entry examines the potential consequences... https://t.co/JToILXLC3G
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
President Trump Signs COVID Relief Bill
https://t.co/2s76L1kLg9
https://t.co/2s76L1kLg9
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Plan Fiduciaries: You Have No Right to Vote - https://t.co/FvZ5eu2ISL
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
NAPA Unveils the 2021 Top Retirement Plan Advisors Under 40 - https://t.co/8ZkHOqUrHf
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
Breaking News: COVID Relief Bill Includes Retirement Relief
https://t.co/2frsWjI21h
https://t.co/2frsWjI21h
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Impact Analysis webinar re #DOL #FiduciaryRule / #Advice exemption on Banks and RIAs starts in 30 min.! Join @PensionResource, @RetirementLaw & Fi360, A Broadridge company reg at: #erisa #rollover #CompeteComply https://t.co/SSLIMnqLC0
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
From our families to yours: Happy holidays! https://t.co/mwDgiIvEGW
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
.@PensionResource Member Roundtable Re #DOL #FiduciaryRule / #Advice exemption starts in 1 hr!
#ERISA #CompeteComply
#ERISA #CompeteComply
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
The DOL has unwrapped a new exemption, one that is slated to become effective 60 days after it is published in the Federal Register—and yes, that would fall after Jan. 20
https://t.co/pyLTvjyCmu
https://t.co/pyLTvjyCmu
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Looking for plain English translation re impact of #DOL #FiduciaryRule / #Advice exemption on Banks and RIAs? Join @PensionResource, @RetirementLaw & Fi360, A Broadridge company Friday 12/18 at 2 ET reg at: https://t.co/12YKr2xJUf
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
More from @WSJ on #FiduciaryRule / #advice exemption at #ERISA #Rollover #CompeteComply https://t.co/PdF1HKfBmx
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Hot off the presses #DOL #Advice exemption / #fiduciaryrule 3.0 final rule is available at https://t.co/8a16i1deqo
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Stayed tuned as it looks like the #DOL #advice exemption / #fiduciaryrule will be released this afternoon ... @PensionResource Member Roundtable is on for Thurs. 12/17 at 3 ET. https://t.co/Sb716bT4WO
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
What Will Retirees Owe in Taxes on Retirement Income?
https://t.co/rl4XJ9Ti21
https://t.co/rl4XJ9Ti21
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Reports of the #fiduciaryrule 3.0 / #DOL advice exemption's death upon arrival may be greatly exaggerated.. 5 USC §553(d)(1) provides: "The required publication or service of a substantive rule shall be made not less than 30 days before its effective date…https://t.co/d65Zq9Kl7H
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Join us for our 2020 Fiduciary Year in Review and a Look Ahead with Blaine Aikin and Duane Thompson, Thursday, December 10 at 2:00 p.m. ET.
https://t.co/hLlvohFJ0J https://t.co/0J9VqhYZex
https://t.co/hLlvohFJ0J https://t.co/0J9VqhYZex
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
CRS Examines Access to, and Participation in, Employer-Sponsored Plans
https://t.co/sP6DFBW6bT
https://t.co/sP6DFBW6bT
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
ATTENTION: ARA members to check out the work that ARA PAC is doing on Capitol Hill!
https://t.co/5VDq95SBZc
#retirement #PAC
https://t.co/5VDq95SBZc
#retirement #PAC
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
We want to send our wishes a day early as you prepare for Thanksgiving! #Thankful https://t.co/Jd2ZSQeGua
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
It's the final day of #ASPPAallaccess make sure you are set with all your CE and check out today's sessions 2020 Election Results and Ask the Experts! https://t.co/3JNFnncZaE
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
The booths are still open for #ASPPAallaccess attendees!! check out @ActuarialSysCo !
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
The booths are still open check them out! https://t.co/hRGVtIFjoA
ASPPA@ASPPAASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Total Tweets4.46K
Followers4.36K
Following1.74K
It's almost time for #ASPPAallaccess Happy Wednesday! https://t.co/9epyNQkAfm
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
What lies ahead for #retirement plan #advisors? Join me, @AmericanCentury, @CallanLLC & @newsfromIN to discuss today at 4 ET. Reg at #ERISA #401k #CompeteComply https://t.co/vLlhfbVjn6
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Where did the DOL land on #ESG rule & #ERISA #fiduciary duties? Here is the final rule: (194 min. read .. hint - scroll to the bottom) #401k https://t.co/rtKk78Cdp9
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
.@USDOL investigators continue to rack up record recoveries ($3 billion in fact) through #ERISA enforcement & #compliance programs.. more @NewsFromIn https://t.co/A6FKSRVk4g
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
IRS Announces 2021 Retirement Plan Contribution Limits for 401ks -- https://t.co/V7x25hrS0o
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
New #401k litigation trend? Schlichter says he's not targeting #MEPs for #ERISA #fiduciary breach claims, but time will tell.. @NewsFromIN digs deeper at: https://t.co/HLBSAGiF6z
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Empower and Fifth Third Bolster Service to Retirement Plan Clients With Acquisition Agreement - https://t.co/U5LevYkvhp
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Hear the latest on #rollover rules/proposals, pooled #401k plans & more live on tape w/ Todd & Chad from LeafHouse Financial #erisa #fiduciary https://t.co/PgiuLyiAp2
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Empower to Acquire Retirement Plan Business of MassMutual - https://t.co/cX5LawLMLN
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
"No longer do CEOs have the privilege of a measured approach to digital transformation...; they have been thrust into digital leadership regardless of whether they are prepared." How CEOs discover, introduce & implement emerging technology https://t.co/TdzdaTMIoo
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
#Fiduciary rule timeline criticized by ex #DOL chief & #ERISA practioners.. but still expected to be finalized this year.. @RIABiz https://t.co/gJfmd6yz5R https://t.co/JKkzV46KN2
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Here's a great article featuring Fi360's Blaine Aikin, for investors who are curious about the different types of fiduciary financial advisors.
https://t.co/oC1tAY6YHc by @usnews
https://t.co/oC1tAY6YHc by @usnews
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Questions re DOL #Fiduciary proposal, #rollovers, #RegBI #PEP & #MEPs? Join me tomorrow, 8/27 at 3 ET for a discussion & live Q&A w/ @LeafHouse1 - Reg. at https://t.co/zcI5i5oRsC #ERISA #401k #CompeteComply https://t.co/TjZ7hgmZ90
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
According to a recent @Broadridge study lead gen is one of the highest priorities of FAs nationwide. But lead-gen efforts alone won’t translate into success.
Sharpen your sales strategy with our Lead Gen & Nurturing Best Practices Guide. Download here!
https://t.co/jSj7s11CL9
Sharpen your sales strategy with our Lead Gen & Nurturing Best Practices Guide. Download here!
https://t.co/jSj7s11CL9
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
"As wealth management firms across North America look to attract and retain talent, they should be aware that one in two financial advisors often think about leaving their firm to join one with better technology." - Donna Bristow @Broadridge Read more... https://t.co/wjN29M3w9l
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Stunning results as comments to #DOL #ESG proposal are counted.. 95% of 8,636 opposed w/ 4% in favor.. who again is asking for protection from #401k plan sponsors and #fiduciary advisors? @RIABiz sums it up at: #ERISA #solutionsinsearchofproblems https://t.co/SzH9bT5Xl0
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Our goal is to enable financial intermediaries to easily implement a prudent fiduciary process. We built the Fiduciary Focus Toolkit™ to do just that! Today we are hosting a 30-minute introduction to the software. Join us at 3:00 ET. Register now!
https://t.co/dDf5wieTXi https://t.co/419H0oZfzY
https://t.co/dDf5wieTXi https://t.co/419H0oZfzY
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
We asked for PEP clarity and the revisit of ‘Regular Basis’ Test in DOL’s Investment Advice Proposal in our comment letter to the @USDOL @TedGodbout Has the breakdown.
https://t.co/FlnBj9AKWq
https://t.co/FlnBj9AKWq
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
Only four more days to file comments w/ @USDOL #fiduciaryrule 3.0 (aka advice exemption). Hear more on impact on #RIAs and #IRA #rollovers in my video interview w/ @Ignites #ERISA #CompeteComply https://t.co/4aoelUgIU0
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
.@Broadridge Starts Fi360 Remote Exams: Tech Roundup | ThinkAdvisor https://t.co/vChgJPlfir by @ThinkAdvisor #fiduciary #readyfornext
Jason C. Roberts@JasonRobertsESQCEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Total Tweets615
Followers1.28K
Following630
#shelterinplace w/ me and Retireholi(k)s in 60 min. (4:30 PT) where we will discuss #401kplan PEPs, DOL #ESG and #Fiduciary proposals and, of course, #craftbeer
Reg. at
JD Carlson Mark Palmini@401kplandesignnsen Justin Ma@ChadJohansen7 Carlson https://t.co/QNMtAUtY0l
Reg. at
JD Carlson Mark Palmini@401kplandesignnsen Justin Ma@ChadJohansen7 Carlson https://t.co/QNMtAUtY0l
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Yesterday we hosted a webinar focused on financial planning for clients with disabilities. Many attendees took a moment to let us know how valuable the information was to their practice. Curious? Catch the presentation on demand!
https://t.co/BoGj7Vckav https://t.co/Sm0fyvG0p0
https://t.co/BoGj7Vckav https://t.co/Sm0fyvG0p0
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
"It’s time for companies to do more to help their workers evaluate their financial wellness ...." Cindy Dash, general manager & SVP at Matrix Financial Solutions, @Broadridge shares financial wellness tools for companies.
https://t.co/pQfKI1TuCn
https://t.co/pQfKI1TuCn
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 Tweets785
Followers1.07K
Following668
Save the date! @PensionResource Member Roundtable re new DOL #ERISA exemption for #rollover advice will be Wednesday 7/1 at 3 pm ET. Invite to follow via email.
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
It’s Time to Buy Annuities. Really. by @RIAIntel
Fi360's John Faustino gives some perspective on these often disparaged products.
https://t.co/R45oCymSU9
Fi360's John Faustino gives some perspective on these often disparaged products.
https://t.co/R45oCymSU9
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Today at 2PM EDT: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/UX3revmvcE #masterclass #retirement #DCplans https://t.co/VL8XzxQ8CE
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Tomorrow at 2PM EDT: Webinar: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/eE7EbTdoiQ #masterclass #retirement #DCplans https://t.co/Qth9ksZnFQ
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Today from 2-3PM: Webinar on Making the Case for #StableValue. https://t.co/OiMpEtamqr #masterclass #retirement #fiduciary https://t.co/vZUKItRMXS
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Don't forget about tomorrow's webinar from 2-3PM: Why #StableValue: Making the Case for Stable Value. https://t.co/W1EkI4LsjH #masterclass #retirement #fiduciary https://t.co/fGzsGlGWey
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Upcoming webinar: Why Stable Value: Making the Case for #StableValue. Sign up for the webinar here. https://t.co/VTDixmFIru #CD #masterclass #retirement #ibonds https://t.co/1vQfmNByFN
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Coming up next week: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/aNNOGDw7qN #masterclass #retirement #DCplans https://t.co/2bmq36pOmn
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Next week's topic: Why Stable Value: Making the Case for Stable Value. Sign up for the webinar here. https://t.co/BXxWek16EK #masterclass #retirement https://t.co/FMgY2xVH38
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
New webinar! 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/AHqOhAQ0cA #masterclass #retirement #DCplans https://t.co/DTvntrDfYh
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Advisors Scrambling to Meet Reg BI Compliance Deadline | ThinkAdvisor https://t.co/bJy1or82l4 by @ThinkAdvisor
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
A new rule could make it harder to figure out if your financial advisor is on your side https://t.co/HXN0MlhL7c by @Darla_Mercado
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
American Retirement Association Statement on the Death of George Floyd. https://t.co/HmcJgftuF2
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
The sound of silence https://t.co/ReEkBvasof by @investmentnews
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
DOL Announces Significant Deadline Extensions and Other Disaster Relief for Employee Benefit Plans - https://t.co/LA9AiZ3Zxr
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
Working through DC plan communications in a pandemic - https://t.co/PvCNTCctzE #dc
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
We are honored to be part of the @Broadridge team. #ReadytoHelp #ReadyforNext
Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid Roundup | ThinkAdvisor https://t.co/7DlElEznCp by @ThinkAdvisor
Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid Roundup | ThinkAdvisor https://t.co/7DlElEznCp by @ThinkAdvisor
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Week 1 of our 2020 Webinar Series is in the books! We hope you enjoyed the content & the presenters for our first 3 sessions. All presentations are now available on our website. https://t.co/Km0qR1rPah
And be sure to register for upcoming sessions at https://t.co/t4t0UcDhPp. https://t.co/PBOk4Xg4ND
And be sure to register for upcoming sessions at https://t.co/t4t0UcDhPp. https://t.co/PBOk4Xg4ND
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
One-Fifth of Large Retirement Plan Sponsors Say They Are Suspending 401k Matches - https://t.co/DbamWvzxTA
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
We’re happy you found this helpful! That is our mission, always 🙌🏻 https://t.co/S7LDF2xjOY
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
#Fi360Conference looks a little different this year. But the faces are familiar! Listening to Blaine Aikin + @MichaelKitces discuss Reg BI & other trends for #fiduciary and professionalism. https://t.co/aeGKO3VRY0
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
We are kicking off our fiduciary webinar series next week! Join us for valuable fiduciary insights while you earn continuing education credits. #fiduciaryexcellence
https://t.co/C0KHo0gzeb https://t.co/TvBlWRRqNy
https://t.co/C0KHo0gzeb https://t.co/TvBlWRRqNy
Fi360@fi360Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Total Tweets7.60K
Followers5.55K
Following1.25K
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
Our first concern is always the safety of our members and staff! We are excited that we can still bring you all the industry intel, but instead it will be digitally! https://t.co/tQBgBsBFeJ
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
We have compiled a list of FAQs highlighting some the most salient relief measures.
https://t.co/GTa2KEscgz
https://t.co/GTa2KEscgz
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
TRA Continues Expansion With Acquisition of Fred S. Shapiro & Associates - https://t.co/V4uBI5ZK1u
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
ERISApedia Announces Benchmark Reporting for 403b Plans - https://t.co/7HT3JKYjgp
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
The Small Business Retirement Plan Journey: Challenges - https://t.co/JbegnunenX
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
PSCA Releases Its 62nd Annual Survey Results - https://t.co/YLq6gfdviM
American Retirement Association@usa_retirementThe American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Total Tweets2.28K
Followers2.03K
Following938
Pending prompt action by the U.S. Senate, the most comprehensive retirement security legislation in more than a decade is poised to become a reality.
https://t.co/jUWOpy084v
https://t.co/jUWOpy084v
401khelpcenter@401khelpcenterUnbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
Total Tweets5.71K
Followers3.83K
Following197
ABG of Michigan to Merge With Sentinel Benefits & Financial Group - https://t.co/soFKUYrn2K