Preferred industry practices for payroll/retirement plan data exchange reflecting SECURE Act 2.0 at https://t.co/0ERBeXW7Nk will help #HCM#Payroll platform implement SECURE 2.0 more easily. #401k#403b#457b#retirementplans
Pleased to announce that Colby Palmer has accepted the position of Senior Associate, Content and Insights effective October 1, 2026. #401k#403b#457b#insights
2 assignments, both calling for hands-on experience in retirement plans:
1. Curriculum design & professional development in new business implementation
2. Expand EACH Roundtable membership across 4 tracks.
Know the right person? Refer them — or reach out yourself #401k#403b
Abigail Benham of @Manulife John Hancock is going the distance to leave #cancer behind. Please consider contributing to her fundraising efforts! https://t.co/uJ8fXLblCP
Higher education institutions are committed to providing competitive, effective retirement plans for their faculty and staff. Learn more about the @Transamerica report findings at https://t.co/MxGV5746uI
@MikeWebb_CRG Jeanne Calment, the person who lived the oldest in the world (122 years) was an avid smoker her entire life. The theory is that she had some very special genes.
@MikeWebb_CRG There ought to be better default rules for orphan de minimis accounts. This is a good topic for discussion at a @RetAdvisors meeting, or at the EACH Roundtable - Operations. @PenChecks would benefit from being involved in the conversation.
@MikeWebb_CRG Jennifer did an awesome job on this prospective. I like what I am reading. On point #1, more is needed than just the DOL guidance. IMHO, enhanced compliance communication requirements for off-the-shelf TDF families investing in private markets would be helpful.
One way to run into trouble administering your company's retirement plan is by reversing good-order cash distributions to participants. It is essential to maintain clear communication and to adhere to established procedures to avoid pitfalls. #401k#403b
https://t.co/BT1ddq24rj
Exceptionally productive ‘25 Meeting of the implementation Roundtable. Attendance up, engagement even better. 15 initiatives to implement between now and year-end 2025. We helped clients set the pace and leap ahead of the competition. #401ktransitions
Register at https://t.co/1wwr5noXYP for the Meeting of the EACH Roundtable - Implementation. Registrations open to Conversion / Implementation Team leads of #401k#403b#457b plan service providers. Non-members can join or register for a fee. Agenda at https://t.co/Aadi8E7Nxf
PUT is the Word of the Month for 03/25
https://t.co/6nK34Dvj4I The series is an initiative of the Implementation Roundtable. The PERSPECTIVES learning program aims to demystify DC plan service provider transitions and to turn jargon into plain language. #401ktransitions
@derekfiorenza4 @SillyRabbit268@EricLDaugh Hi Derek. The text of the bill is posted at Text - H.R.29 - 119th Congress (2025-2026): Laken Riley Act | https://t.co/3YZcPKB9h7 | Library of Congress.