Retireholics - 401k Plan Industry Show for Advisors Retireholics

Beagle Co-Founder Jeffrey Tha explain how Beagle helps participants find and move their forgotten 401k account balances. https://meetbeagle.com/ Headlines: ForUsAll to Offer 401(k) Crypto Investments Via CoinDesk Indices With younger workers in mind, deal creates the first index-based digital asset offering available on a 401(k) platform in the U.S. Some 401(k) participants will soon be able to invest part of their 401(k) directly into the constituents of the CoinDesk Market Select Index (CMIS) under terms of a deal announced today by ForUsAll and CoinDesk Inc. -401k Specialist House Passes Resolution to Repeal DOL 401(k) ESG Rule The resolution catalyzes the debate over whether to allow ESG investing considerations in retirement savings plans, with the Senate next to weigh in. The U.S. House of Representatives approved a resolution to overturn a Department of Labor rule passed in November 2022 allowing for, but not mandating, environmental, social and governance investing in retirement plans. -PlanAdviser

Headlines:MILLENNIALS HAVE SOLVED THE RETIREMENT CRISIS401kspecialistmag.com/surprising-percentage-of-millennials-counting-on-crypto-for-retirement/
Surprising Percentage of Millennials Counting on Crypto for Retirement - 401K SpecialistVeteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor.401kspecialistmag.com
ARA NOT DIGGING NEW LEGISLATIONnapa-net.org/news-info/daily-news/ara-expresses-opposition-protecting-americas-retirement-security-actARA Expresses Opposition to Protecting America’s Retirement Security Act | National Association of Plan AdvisorsThe American Retirement Association expressed its opposition to the Protecting America’s Retirement Security Act (PARSA) in an April 5 letter to lawmakers. “Our opposition to this legislation is based on both its substance and its process,” writes ARA CEO Brian Graff.napa-net.org
TECH THAT ALLOWD ADVISORS TO MANAGE PARTICIPANT'S 401k FOR THEMplanadviser.com/pontera-mutual-group-launch-new-partnership/Pontera and Mutual Group Launch New Partnership | PLANADVISERThe new relationship provides affiliated advisers with a simplified way to manage their clients’ retirement accounts and held away accounts from a single, secure interface. Financial technology company Pontera, formerly known as FeeX, has announced that it has formed a partnership with Mutual ...

Headlines today: NAPA LIST OF ADVISORS BY ASSETS and PLANShttps://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2021
DC Multi-Office Listhttps://www.napa-net.org/top-dc-advisor-multi-office-firms-2021
GOLDMAN SACHS BUYS NEXT CAPITALhttps://www.cnbc.com/2022/03/29/goldman-sachs-is-buying-corporate-retirement-plan-robo-advisor-nextcapital.html
SECURE ACT 2.0https://401kspecialistmag.com/house-passes-secure-2-0/

How to grow a company from 5 to 200 million. Are Recordkeepers a threat to Advisors?Will VC investors win with 401k Distuptors?

Discussing small biz 401k plans, industry disruptors, technology and more!

Chief Of Police at City of San Bruno.  Founder of an amazing organization http://everpresent.Love enables you to easily create a library of video messages to ensure that you are forever loved, forever remembered and forever present for the people you love most.