Managing Editor, 401(k) Specialist, a publication/website dedicated to helping retirement plan advisors ensure a secure retirement for hardworking Americans.
We are EXTREMELY excited to announce TrueNorth Wealth's Jake Rushton as September's Top Advisor By Participant Outcomes (TAPO). #401k#RetirementPlanning@JakeRushton https://t.co/zO16glnd7l
'Beefing up their knowledge of retirement income planning was emphasized over some estate planning and advanced tax planning.' #401k#retirementplanning@TheAmerCol@401kbrian https://t.co/bmZvgjdvWy
'Nearly 45% of plan sponsors with a plan advisor noted that 75% to 100% of employees are enrolled, versus only 33% without a plan advisor.' #401k#retirementplanning@MorganStanley@401kbrian https://t.co/z6Q1nhSzuY
We are EXTREMELY excited to announce Mike Webb (Webby) of CAPTRUST as our Top Advisor By Participant Outcomes for the month of May. @MikeWebb_CRG @CAPTRUSTfa https://t.co/i1qwfGFFIw
Ouch. 'You can have monkeys throwing darts at the page, and, you know, take away the management fees and everything, I’ll bet on the monkeys.' #401k#retirementplanning https://t.co/Jj5ilfnqoZ
“We have grave concerns with what Fidelity has done.” - Ali Khawar, EBSA Acting Assistant Secretary #401k#retirementplanning@Fidelity@USDOL https://t.co/JW1UAduyOW
'Those making it available in a non-fiduciary capacity is very different than when you’re the plan sponsor or advisor left holding the bag.' #401k#retirementplanning@btreichelesq https://t.co/toLKrJ6b6O
'HSAs grew to $98 billion in assets held in over 32 million accounts, a year-over-year increase of 19% for assets and 8% for HSAs as of the end of 2021.' #401k#RetirementPlanning@401kbrian https://t.co/WNKTAuYS1p
A great story about one financial services company that's all-in on making an impact--in this case with medical research--and how it's core to its culture. #401k#RetirementPlanning@AmericanCentury https://t.co/IauMKhQ8cr
In addition to several teaching and volunteer positions, Carl served on the Government Affairs Committee for the National Association of Plan Advisors (NAPA). #401k#retirementplanning https://t.co/7ACHMfOW3v
Under current law, Medicare beneficiaries are prohibited from continuing to contribute to or opening a new health savings account; they may only draw down from it. #401k#retirementplanning@RepBera@RepJasonSmith https://t.co/OCL3j21zMY
'Employee demands for improved benefits have coincided with an increase in legislation combatting the elusive retirement crisis.' #401k#retirementplanning https://t.co/DfjTPJ6vcM
That federal student loan repayment pause that President @JoeBiden recently extended through August 31? Don’t count on payments restarting on the first day of September. https://t.co/wxe1PmuHoa
The study also finds just 14% of full-service investors receive “comprehensive advice” from wealth management firms as defined by @JDPower criteria. #401k#retirementplanning https://t.co/639CWJrBGl