PLANADVISER Profile Banner
PLANADVISER Profile
PLANADVISER

@PLANADVISER

Followers
5K
Following
20
Media
309
Statuses
7K

Winning strategies for retirement plan advisers.

New York, NY
Joined March 2009
Don't wanna be here? Send us removal request.
@PLANADVISER
PLANADVISER
4 years
The IRS has announced 401(k) plan participants can defer up to $20,500 in 2022, up from the 2021 limit of $19,500. https://t.co/mTRhITlcAQ
planadviser.com
The IRS has announced 2022 retirement plan contribution and benefit limits.
0
2
4
@PLANADVISER
PLANADVISER
4 years
.@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. https://t.co/tvKrEUG0l9
Tweet card summary image
planadviser.com
PIMCO, Morningstar team up on personalized TDF solution; Schwab launches the Schwab Ariel ESG ETF; and Confluence Technologies to acquire Investment Metrics.
0
1
1
@PLANADVISER
PLANADVISER
4 years
.@shlomobenartzi has published a new white paper examining the interplay of financial wellness and behavioral economics. Read more 👇 https://t.co/xqDiHKtwhW
planadviser.com
Would you accept a bet in which you win $200 if a coin lands on heads and lose $100 if it lands on tails? What if you could play twice?
0
2
2
@PLANADVISER
PLANADVISER
4 years
.@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. https://t.co/7SRadeCALV
planadviser.com
A person requesting certain assistance through the the firm's participant service center or other means may be required to go through additional scrutiny using a live video identity verification...
0
0
0
@PLANADVISER
PLANADVISER
4 years
In addition to easing the burden of succession planning, @RaymondJames is seeking to create more efficient collaboration among financial advisers and their teams. https://t.co/6xnQJj9z4U
planadviser.com
In addition to easing the burden of succession planning, the firm is seeking to create more efficient collaboration among financial advisers and their teams.
0
0
0
@PLANADVISER
PLANADVISER
4 years
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. https://t.co/3LV1rtxm28
Tweet card summary image
planadviser.com
The plaintiffs in the case believe California should not be permitted to operate the CalSavers Retirement Savings Program on the grounds that its establishment violates federal ERISA pre-emption...
0
1
0
@PLANADVISER
PLANADVISER
4 years
Are some investments being painted as more ‘sustainable’ than they are? We look at how plan sponsors confirm a potential investment is truly green. https://t.co/wRudcSgk3p
0
1
2
@PLANADVISER
PLANADVISER
4 years
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. https://t.co/sN63EYU8rL
0
1
1
@PLANADVISER
PLANADVISER
4 years
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. https://t.co/TsqKnIWGeU
Tweet card summary image
planadviser.com
A court found a separation agreement signed by the plaintiff when his employment with the company terminated precludes the lawsuit.
0
0
0
@PLANADVISER
PLANADVISER
4 years
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. https://t.co/r972qw6lUK
planadviser.com
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.
0
0
0
@PLANADVISER
PLANADVISER
4 years
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. https://t.co/RnzFh5pvDr
0
0
0
@PLANADVISER
PLANADVISER
4 years
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. https://t.co/xODcuMBCwW
planadviser.com
Advisers are increasingly focused on social media marketing, technology that can deliver investment personalization, and cybersecurity.  
0
1
1
@PLANADVISER
PLANADVISER
4 years
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. https://t.co/twaztVEy0z
planadviser.com
Some capital markets experts say the ‘transitory message’ on inflation from the U.S. Federal Reserve is beginning to overstay its welcome.
0
0
0
@PLANADVISER
PLANADVISER
4 years
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. https://t.co/b4Xj2THQ8q
0
0
0
@PLANADVISER
PLANADVISER
4 years
Retirement Industry People Moves @Sageviewadvisor adds Bloomfield Hills wealth practice @ExamFX acquires Training Consultants @BNYMellon launches Pershing X and more🔽 📝@DJ_Shaw_ https://t.co/YDuGmkqw51
0
1
0
@DJ_Shaw_
DJ Shaw
4 years
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. https://t.co/VUV1MkLUf2
0
2
4
@PLANADVISER
PLANADVISER
4 years
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 https://t.co/r0qbUGiFbU
0
0
0
@PLANADVISER
PLANADVISER
4 years
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_ https://t.co/zWpa5Z2ATa
0
1
1
@PLANADVISER
PLANADVISER
4 years
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: https://t.co/8mPTqHlq1o
0
0
0
@PLANADVISER
PLANADVISER
4 years
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.
0
1
2