PLANADVISER @PLANADVISER
Winning strategies for retirement plan advisers. planadviser.com New York, NY Joined March 2009-
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The IRS has announced 401(k) plan participants can defer up to $20,500 in 2022, up from the 2021 limit of $19,500. planadviser.com/dc-plan-partic…
.@PIMCO , @MorningstarInc team up on personalized TDF solution; @CharlesSchwab launches the Schwab Ariel ESG ETF; and @Confluence_News to acquire Investment Metrics, in this week's investment products and service launches roundup. planadviser.com/investment-pro…
.@shlomobenartzi has published a new white paper examining the interplay of financial wellness and behavioral economics. Read more 👇 planadviser.com/new-benartzi-p…
.@BPASinc, a provider of retirement plans, benefit plans, fund administration and collective investment trusts, has launched BPAStify—a new fraud prevention tool that is part of the firm’s overall security efforts. planadviser.com/bpas-adds-anot…
In addition to easing the burden of succession planning, @RaymondJames is seeking to create more efficient collaboration among financial advisers and their teams. planadviser.com/raymond-james-…
Nearly six months after the 9th U.S. Circuit Court of Appeals rejected their lawsuit, the plaintiffs in an Employee Retirement Income Security Act (ERISA) pre-emption lawsuit have petitioned the U.S. Supreme Court to take up their case. planadviser.com/taxpayers-asso…
Are some investments being painted as more ‘sustainable’ than they are? We look at how plan sponsors confirm a potential investment is truly green. planadviser.com/magazine/green…
Millions of Americans are not contributing enough to their workplace retirement plan to get the full company match, as a recent @magnify_money study found 12% of employed adults—or as many as 17.5 million working Americans—aren’t contributing enough. planadviser.com/many-participa…
A judge has granted summary judgment to Cumulus Media in a lawsuit over retirement plan fees because he found that the plaintiff waived his right to sue. planadviser.com/cumulus-media-…
Industry professionals who work with lawmakers in Washington say they remain hopeful that retirement security issues will be addressed in the federal government’s budget for fiscal year 2022. planadviser.com/advocacy-conti…
Retirement plan advisers and their clients are warming to the idea that health savings accounts (HSAs) can be beneficial as both long- and short-term savings vehicles—but there are still many misconceptions about HSAs. planadviser.com/well-funded-hs…
A new @Vestwell report shows that more advisers are starting to place a greater emphasis on social media, cybersecurity and the technology they use to run their businesses. planadviser.com/year-disruptio…
Supply chain issues continue to roil the economy. Many investors and the Federal Reserve expected the swift increase seen in consumer prices to be brief, but the prolonged situation is starting to drive up key inflation measures. planadviser.com/market-watcher…
Only 31% of Hispanic households with income report they are currently participating in a workplace retirement plan. A recent @MorningstarInc survey finds there are several factors that could contribute to the lower savings. planadviser.com/31-hispanic-wo…
Retirement Industry People Moves @Sageviewadvisor adds Bloomfield Hills wealth practice @ExamFX acquires Training Consultants @BNYMellon launches Pershing X and more🔽 📝@DJ_Shaw_ planadviser.com/retirement-ind…
Despite significant progress made in recent years, research suggests as many as 17.5 million working Americans are missing out on the full retirement plan match offered by their employer. planadviser.com/many-participa…
Deloitte LLP named as defendant in a lawsuit alleging they permitted the payment of excessive administrative and recordkeeping fees in the operation of a 401(k) plan and a profit-sharing plan provided to their employees. 📝@manganaro_news planadviser.com/plaintiffs-cla…
Investment Product and Service Launches: @Broadridge enhances fiduciary toolkit for advisers. @goal_path makes managed accounts available on iJoin. @BlackRock announces option to include annuities in target-date strategies and more below: 📝@DJ_Shaw_ planadviser.com/investment-pro…
With American businesses slowly moving back to normal—and new plan services and useful technologies emerging regularly—it may be prudent to help your clients revisit the recordkeeper marketplace. Here are five issues to consider: planadviser.com/magazine/maste…
There's a lot going on these days, but PLANADVISER is back on Twitter as your leading source of information and solutions resource for America’s retirement benefits decisionmakers.
401(k) Specialist Mag.. @401kspecmag
3K Followers 1K Following 401(k) Specialist is the only publication and website exclusively dedicated to equipping retirement plan advisors. #401kSpecialist
Nevin Adams @nevinesq
3K Followers 1K Following "Retired" - whatever that means. retirement savings champion and prolific writer, & pension/retirement/saving geek. Posts are mine. But you knew that.
InvestmentNews @investmentnews
87K Followers 1K Following InvestmentNews is the leading source of news, analysis and information essential to the financial advisory community.
Aaron Schumm @AaronSchumm
2K Followers 2K Following Trying to fix a problem. @Vestwell (Founder, CEO), @FolioDx (Co-Founder, Acq by @EnvIntel), @Quovo (Acq by @Plaid), @Vestorly, @WeAreOfColor
CAPTRUST @CAPTRUSTfa
1K Followers 486 Following We help our clients achieve desired outcomes through clear, independent, and comprehensive advice. #OneUP Likes and Retweets do not constitute endorsements.
Mike Webb @MikeWebb_CRG
2K Followers 5K Following Senior Manager working in the New York City, New York, CAPTRUST office.
NAPA - National Assoc.. @NAPA401K
3K Followers 1K Following Join our elite network of retirement sales and investment professionals. https://t.co/siwINGUpiU,
TriStar Pension Consu.. @TriStarPension
698 Followers 1K Following Experts in Retirement Plans: We consult, design, and administer workplace retirement plans for businesses of all sizes. P: 405-848-401K
BenefitsPRO @Benefits_PRO
13K Followers 536 Following The No.1 online destination for benefits professionals with news, analysis & market trends for brokers, HR managers & advisors. B is an @ALMGlobal_ publication.
American Retirement A.. @usa_retirement
3K Followers 964 Following The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
The American College .. @TheAmerCol
7K Followers 2K Following #ExpandYourOpportunities with The American College of Financial Services at https://t.co/tWJWhVpmMA
Plan Sponsor Council .. @PSCA401k
2K Followers 366 Following PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Retirement Advisor @RetAdvisors
968 Followers 315 Following The Retirement Advisor Council advocates for successful qualified plan and participant retirement outcomes
Employee Benefit News @EBNbenefitnews
16K Followers 1K Following Employee Benefit News, an @arizent_co brand, is the information resource for employee benefit pros.
Bonnie Treichel @btreichelesq
832 Followers 801 Following Helping retirement plan advisors save time, manage risk + secure new business | 401k | 403b | ERISA
Pensions & Investment.. @pensionsnews
21K Followers 401 Following All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants
Carson Group @CarsonGroupLLC
6K Followers 1K Following Find Your Freedom Join the nation's fastest-growing advisor movement. (For advisor use)
Mary Kate Gulick @MaryKateGulick
2K Followers 921 Following Finserv/Fintech Marketing Nerd | Human-First Leader | Amazon Bestselling Author | Loud Laugher | Prolific Swearer | Wealthies 2022 CMO of the Year | Speaker
inVesti Financial @inVestiFin
7 Followers 55 Following Modernize your benefit stack through a singular, unified platform with inVesti.
Casey Clementz @CClementz8
63 Followers 98 Following
The Berwyn Group @BerwynGroupInc
0 Followers 10 Following A leader in death audit and locator solutions, with dedication to innovation, security, and generating outcomes.
Annabelle Lee @RealABelle
197 Followers 168 Following Finance, Real Estate, Fmr Pageant 👑, avid reader, yogi, healthy living enthusiast, ❤️ God, nature, travel, sports, music 🇺🇸🌎✨🌸💗✝️ Philippians 4:8
Emily Wilson @wilson_emilyc
79 Followers 568 Following
Arwen Rosenblatt @ArRosenbla
31 Followers 5K Following
Matt Toledo @MattToledo1
519 Followers 2K Following @QuinnipiacU alum | Financial Markets & Institutional Investing Reporter at CIO Magazine @ChiefInvOfficer @ISS_Mkt_Intel @XputerE big aerospace guy
Brandywine Asset Mana.. @BrandywineAsset
51 Followers 134 Following Offering the ERISA space a better solution.
JMVGT63 @JMarieT03
1K Followers 3K Following
Tommy Warburton @tommywarb
880 Followers 2K Following Account Supervisor @StreetCred_PR Let's Go!!!!
Jeff Brown @jgbrown3
21 Followers 158 Following
Apollon Wealth Manage.. @ApollonWealth
114 Followers 179 Following Elevating Wealth Management to a Higher Personal Standard
Sam Marinelli @sam_marinelli
307 Followers 978 Following PR VP for ETFs, RIAs, fintech & more via @GregoryFCA. Follow for financial services and Bravo takes.
The GW School of Busi.. @gwbusiness
6K Followers 653 Following The official Twitter account for The George Washington University School of Business, an international leader in business education, research, and training.
Manifest @usemanifest
83 Followers 202 Following The easiest way to consolidate retirement accounts.
Fenam Sogani @actuarial_fenam
96 Followers 355 Following Actuarial mind in Life insurance |Exploring Mortality & Probability | Enthusiastic about R, Python & AI 🧮🔮 #ProbabilisticExploer 🌐🔍 #RiskNavigator
RISE- @RiseThrough
379 Followers 2K Following Smart marketing for #fintech brands and #tech challengers
Thirty Percent @30PercentCo
2K Followers 2K Following Our vision is for corporate boardrooms to reflect the gender, racial and ethnic diversity of the United States workforce.
American Retiree @RetireeAmerican
28 Followers 137 Following The American Retiree was established in 2005 to support and chronicle the active lifestyles of today’s retirees.
Michael Graf Rasch�.. @its_for_sale
96K Followers 64K Following Realtor Condos in Brickell, Coconut Grove, Downtown Miami, Miami Beach Coral Gables 📱305-741-1819 3x #NYTimes 2x #WSJ Linkedin https://t.co/jwcAAZ7hpX
Sam Varano, CFP®, AI.. @samvaranocfp
122 Followers 940 Following Founder and president of Cypress Wealth Partners. Certified Financial Planner™ who’s passion is helping clients feel more confident about their decisions.
Kris Fiocca @krisfiocca
350 Followers 686 Following Senior Associate @wearecsg | @miamiuniversity | Fan of Cleveland sports and the outdoors
Zachary Allen, CFA @zacharyhaallen
164 Followers 91 Following Senior Director @RetireAdvisers, Software Engineer, Robotics Enthusiast, Dad
Mitch Ackles @MitchHFPR
865 Followers 1K Following Hedge Fund Association President @HedgeFundAssoc, @ALegToStandOn & @HFCGlobal PR, CEO of Hedge Fund PR.
Joey Santos-Jones @JoeySantosJones
207 Followers 352 Following Director of Editorial Content for @usa_retirement. Editor of Plan Consultant Magazine. Bad Golfer, Avid Runner and @RedSox Fan.
Madelyn McHugh @madmchughPR
236 Followers 1K Following She / Her. @FTI_SC and Board Member @CatCafeBK. Formerly @HumanInterestHQ, @BlockFi, @BNYMellon. Thoughts and feels are purely my own.
Chris Phalon @ChrisPhalon
72 Followers 2K Following
Nelson Barragán @nelsinandrus
171 Followers 1K Following Investment Advisor @ https://t.co/3WmCHW1qYV 🇵🇷
Conner Becker-Chamber.. @conbeckcham
89 Followers 238 Following Executive Communications Manager @IndianaUniv
Evan Keegan @evanckeegan
500 Followers 2K Following marketing @getgoodfin ॰ prev comms @securitize ॰ tweets about startups, fintech, and tokenomics ॰ views are my own
Sumita Matta @SumitaMatta
372 Followers 610 Following Human Resources Consultant | Organization Development • I-O Psychology • Helping organizations enhance employee experience
Matt Keenan @MattKeenanPR
61 Followers 176 Following
Jennifer Powers @LallyPowers
228 Followers 734 Following passionate about workplace challenges, leveraging tech/experience to navigate change and measure progress
Kwanti @KwantiAnalytics
692 Followers 427 Following We help financial advisors & investment managers build portfolios. Get immediate insights about performance, risk and allocation. Free trial: https://t.co/ceCE2SgTma
Annette Feddersen @annfedd
76 Followers 217 Following
EquiJuri @Mohamadino123
871 Followers 2K Following 🦄 Equine Jurist ⚖️, Investor & Mentor ✍🏼. I Help Horse Owners Start, Secure, Scale & Sell Their Equestrian Investments & Businesses...
Marsh McLennan Agency @Marsh_MMA
3K Followers 616 Following Combining capabilities with caring, global reach with local support, and advanced technology with a human connection.
Tara Anne Benson @TaraAnneBenson
605 Followers 1K Following Building brand awareness and empowering colleagues to build their share of voice via Social Media | National Social Media Manager @Marsh_MMA Views: Mine
LiveMore Mortgages @LiveMoreCapital
539 Followers 1K Following The go-to lending partner for all cases aged 50 to 90+ 🏡 Bringing a can-do approach to lending with a broad range of mortgages and premium service.
Seth Sherman @Shermanov11
62 Followers 440 Following
Untouchable @pabloi_16
2K Followers 3K Following @realmadrid. Amante del futbol . Faveador por aburrimiento. Los que a hierro matan a hierro mueren .
Nevin Adams @nevinesq
3K Followers 1K Following "Retired" - whatever that means. retirement savings champion and prolific writer, & pension/retirement/saving geek. Posts are mine. But you knew that.
fred reish @fredreish
2K Followers 319 Following ERISA attorney, and author, speaker and commentator on retirement issues; co-host of the Nevin&Fred podcast
NAPA - National Assoc.. @NAPA401K
3K Followers 1K Following Join our elite network of retirement sales and investment professionals. https://t.co/siwINGUpiU,
TriStar Pension Consu.. @TriStarPension
698 Followers 1K Following Experts in Retirement Plans: We consult, design, and administer workplace retirement plans for businesses of all sizes. P: 405-848-401K
American Retirement A.. @usa_retirement
3K Followers 964 Following The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Plan Sponsor Council .. @PSCA401k
2K Followers 366 Following PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Employee Benefit News @EBNbenefitnews
16K Followers 1K Following Employee Benefit News, an @arizent_co brand, is the information resource for employee benefit pros.
Chris Carosa, Editor @FiduciaryNews
3K Followers 262 Following We provide essential information, blunt commentary and practical examples for ERISA/401k fiduciaries, individual trustees and professional fiduciaries.
DCIIA @DCIIA_News
628 Followers 855 Following The Defined Contribution Institutional Investment Association is a non-profit organization dedicated to enhancing the retirement security of American workers.
John C Manganaro @manganaro_news
147 Followers 36 Following
Russell Investments @Russell_Invest
20K Followers 624 Following Global asset manager providing multi-asset solutions & services including advice, investments and implementation. Important disclosures: https://t.co/j86mg77EK2
Allianz Life @AllianzLife
3K Followers 1K Following Allianz Life is a leading provider of retirement solutions including fixed and variable annuities, and life insurance for individuals. https://t.co/mHECosjvdv
Nationwide Advisory S.. @NAS_Nationwide
1K Followers 834 Following Focused on serving RIAs and fee-based financial advisors with pioneering products that offer simplicity and strong consumer value.
Catherine Collinson @Cath_Collinson
12K Followers 9K Following Champion of everyday people. Advocate, researcher & curator of insights. President and CEO of nonprofit @TI_insights and @TCRStudies. Opinions are my own.
Neuberger Berman @neubergerberman
17K Followers 227 Following Neuberger Berman is a private, independent, employee-owned investment manager. Visit https://t.co/G0GNZilRBO and click below for important disclosures.
BNY Mellon @BNYMellon
40K Followers 458 Following #BNYMellon is a global leader in financial services managing, moving and keeping nearly 20% of the world's investable assets safe. NYSE $BK
Age Wave @AgeWave
39K Followers 4K Following The nation's leading thought leader & expert on population aging & its profound business, social, healthcare, financial, workforce & cultural implications.
Chuck Hammond @the401ksg
1K Followers 1K Following Co-Founder of The 401k Study Group | Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC .
Nabil Ashour @nashour_ficomm
123 Followers 371 Following
Transamerica @Transamerica
51K Followers 656 Following Sharing news and knowledge to help you live better today while dreaming up a brighter tomorrow. Social terms https://t.co/rAk58AvRVB
Mumy Financial @MumyFinancial
9K Followers 388 Following Global Asset Mgmt, Financial Planning, & Corp Retirement Plan oversight. Your Financial Journey w/ Ryan Mumy radio show. Lovers of life & markets!
NAIFA @NAIFA
14K Followers 3K Following The National Association for Insurance & Financial Advisors is the most prestigious professional association for individuals in the financial services industry.
PNC News @PNCNews
26K Followers 188 Following Official news handle for The PNC Financial Services Group, one of the nation’s largest diversified financial services organizations. For service: @PNCBank_help
Fin. Svcs. Institute @FSIwashington
4K Followers 2K Following The Financial Services Institute (FSI): Advocating for independent financial services firms, financial advisors & American investors. RTs, likes ≠ endorsements.
Consumer Federation o.. @ConsumerFed
8K Followers 1K Following The Consumer Federation of America is an association of more than 250 nonprofit consumer organizations established to advance the consumer interest.
consumerfinance.gov @CFPB
106K Followers 18 Following The Consumer Financial Protection Bureau. Making markets for consumer financial products and services work for Americans.
Teresa Ghilarducci @tghilarducci
6K Followers 434 Following Labor economist focusing on #retirement security. Director, Schwartz Center for Economic Policy Analysis (SCEPA) @SCEPA_economics at The New School.
Pew Research Center @pewresearch
439K Followers 83 Following Nonpartisan, nonadvocacy data and analysis. Follow us on Instagram, Facebook and LinkedIn or subscribe to our newsletters: https://t.co/tawtYBr8Ef ✉️
American Institute of.. @AICPA
84K Followers 2K Following Combined strengths of AICPA® & CIMA®, driving a dynamic accounting profession to build trust, create opportunity and grow prosperity worldwide.
Edward Jones @EdwardJones
19K Followers 95 Following Offering investment services to long-term, individual investors. Follow us for the latest market news and analysis. Media requests: [email protected].
LT Trust @LTTrust
670 Followers 651 Following LT Trust is a low-cost, open architecture 401(k) platform with clients in all 50 states and a 50+ year legacy.
T. Rowe Price @TRowePrice
32K Followers 527 Following Official and only T. Rowe Price Twitter account. Verify our handle and find our guidelines here: https://t.co/GOKKCQ1Umw Intended for US audiences only
Genworth @Genworth
5K Followers 138 Following Call us at 888-GENWORTH or email us at https://t.co/p9GCcz2hq9…
Dan Schawbel ⭕️ @DanSchawbel
145K Followers 115K Following New York Times bestselling author, Managing Partner of Workplace Intelligence, host of the 5 Questions podcast, Business Insider 40under40, Forbes+INC 30under30
Franklin Templeton @FTI_US
132K Followers 291 Following Official Franklin Templeton account. For US investors only. Follow us for global investment perspectives.
Mercer @mercer
34K Followers 4K Following We believe in building brighter futures by redefining the world of work, reshaping #investment outcomes, & unlocking real #health & well-being. #FutureofWork
Empower @EmpowerToday
44K Followers 171 Following Our mission is to empower financial freedom for all. More at https://t.co/K8DKaxpRGT.
NFIB @NFIB
121K Followers 4K Following NFIB is a member-driven organization advocating for small and independent businesses in Washington, D.C. & all 50 states. We are the voice of small business.
LIMRA @LIMRA
13K Followers 1K Following Worldwide trade association providing research, development and consulting services to the financial services industry. #FinancialServices #LifeInsurance
Goodwin @goodwinlaw
8K Followers 3K Following Global law firm serving the innovators and the investors in a rapidly-changing, technology-driven economy. Join the #GoodwinLaw conversation @goodwinlaw.
Norbert J. Michel @norbertjmichel
3K Followers 3K Following Vice President and Director, Center for Monetary and Financial Alternatives, Cato Institute. Thoughts are my own, not Cato's. @Saints fan for life.
Heritage Foundation @Heritage
694K Followers 24K Following Heritage was built as a battleship for the conservative movement. 50 years and 10 million supporters later, we’re still fighting for the everyday American 🇺🇸
Boulevard R @boulevardr
96 Followers 60 Following Boulevard R's software helps advisors engage prospects and 401(k) participants. Developed with @danariely.
National Institute on.. @NIRSonline
3K Followers 1K Following Nonprofit and nonpartisan research organization fostering understanding of the value of retirement security for employees, employers, and the economy.
Demos @Demos_Org
42K Followers 6K Following Dēmos is a non-profit public policy organization working to build a just, inclusive, multiracial democracy and economy.
MassMutual @massmutual
34K Followers 184 Following Living mutual has always been at the core of human existence, and it's guided us since our founding in 1851. Disclosure: https://t.co/4U90b6aHKb
NWPS @NWPSBenefits
515 Followers 2K Following We help Co. large & small (100 to 25k ees) run retirement plans so their employees will able to retire. (RK&Admin only - not RIA) #401k #retirement #pension #dc
Insured Retirement In.. @IRIonline
3K Followers 789 Following The Insured Retirement Institute (IRI) is the leading association for the entire supply chain of insured retirement strategies.
Guidance Point RS @GuidancePointRS
355 Followers 740 Following Guidance Point Retirement Services is a 100% fee-for-service independent retirement plan consulting firm. RTs and follows are not endorsements.
The Neibart Group @TheNeibartGroup
175 Followers 909 Following We stopped posting on Twitter because we spend most of our time on clients. Visit us at Instagram @theneibartgoup or LinkedIn: https://t.co/D7WEnICarF…Despite significant progress made in recent years, research suggests as many as 17.5 million working Americans are missing out on the full retirement plan match offered by their employer. planadviser.com/many-participa…
Advisers Conducting More RFPs Than Ever via @PLANADVISER ow.ly/Wq0zu #CerulliResearch #RFP
@PLANADVISER Congratulations on your 9th National Conference! Proud to be a sponsor of this great event. #PANC2015
Jeffrey Gundlach, 'The King of Bonds', has sime interesting takes on our interest rates and where they are heading. #PANC2015
Save the Date - 529 Conference 2015 by Strategic Insight & PLANADVISER ln.is/529conference.…
This requires assuming the right amount of risk for you. ow.ly/LrJ0Z
PLANADVISER.com - $24B in Match Dollars Left Unclaimed Each Year #retirement #401k planadviser.com/NewsArticle.as…
Who doesn't like free money???? PLANADVISER.com - $24B in Match Dollars Left Unclaimed planadviser.com/NewsArticle.as…
RT @PLANADVISER: What is so special about @MeredithCorp's #retirement plan and #financial #wellnessprogram? ow.ly/wDxXi
News for Financial Advisors is out! paper.li/mgallops/13790… Stories via @newsfromIN @PLANADVISER
"More firms looked to fast track their growth." Jon Beatty on 2013 M&A via @PLANADVISER ^RF bit.ly/1tWmXTO
Top retirement plan advisor @JChepenik featured in @PLANADVISER today. planadviser.com/Top100Profile.… #401k
News for Financial Advisors is out! paper.li/mgallops/13790… Stories via @PLANADVISER @CFPBoard
3... 2... 1... WAIT! What will you do for your #retirement plan in 2014? @mercerinsights has some suggestions ow.ly/s1BQb
Poll from #PyramisGlobalAdvisors and @AssetIntl shows mid-market #pensions plans considering #derisking, need a plan. bit.ly/1cxanhR
Plans to Work Longer Often Fall Short - bit.ly/1iTsxmN via @PLANADVISER #retirement
Booming opportunity for #advisors: business owners and ESOPs bit.ly/1izwRHE via @PLANADVISER
Booming opportunity for #advisors: business owners and ESOPs bit.ly/1izwRHE via @PLANADVISER
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