Groom Law Group, Chartered @groomlawgroup
At the center of benefits, health, and retirement groom.com Washington, DC Joined May 2018-
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DOL recently released a final rule amending the definition of “investment advice” and certain PTEs. These may require substantial operational and compliance changes. In this webinar, we'll cover what you need to know now to prepare. Register here: bit.ly/44eMuyn #DOL
On April 23, DOL unveiled its Fiduciary Rule Package, scheduled to take effect on September 22, 2024. Read more here: bit.ly/3U6bOBK
In this recent webinar, we provided an update on DOL’s amendments to the QPAM exemption, discussing the new requirements and implications for this and other forthcoming rules for fiduciaries and asset managers. Click here for a recording: bit.ly/43Iwqo2
Our policy team brings you the latest goings-on when Congress is in session. Read this week's tidbit from Capitol Hill below. #congressionalupdates #policy bit.ly/3U2nx4g
In this webinar, our Groom attorneys will provide an update on the state of ERISA preemption with respect to group health plans and health insurance products. Join us for this helpful coverage: bit.ly/3W4f17N
A newly proposed DOL procedure to collect data directly from plan administrators voluntarily is an effort by DOL to establish the Retirement Savings Lost and Found by December 29, 2024, despite material implementation challenges. #retirementsavings #DOL bit.ly/4aYlO6Z
We're hiring! Groom is hiring a junior or midlevel associate with commercial litigation experience to join our national ERISA practice. Learn more about this position and life at Groom here: bit.ly/4bG9aur #hiring #lawfirmcareers
On April 10, OMB completed its review of a final package developed by DOL, “Retirement Security Rule: Definition of an Investment Advice Fiduciary.” We expect the Fiduciary Package to be released publicly within the next three weeks. #fiduciaryrule #DOL bit.ly/3UiKO3l
The @bremfoundation and its work is vital, impacting the lives of many including one of our colleagues. We continue to support their mission when it comes to early detection of breast cancer. bit.ly/3vGfr9D vimeo.com/933770272/6202…
The Tri-Agencies recently issued final regulations on short-term, limited-duration insurance, hospital and other fixed indemnity insurance, and the taxation of accident and health plan benefits. #insurance #triagencies bit.ly/43VymcV
DOL released an amendment to the QPAM Exemption primarily aimed at expanding the Exemption’s provisions disqualifying asset managers from relying on it if they or their affiliates engage in certain criminal or other activity. #QPAM #DOL bit.ly/3VLpipb
For tax-exempt, church, and governmental plan sponsors, Groom's David Ashner recently examined the three types of defined contribution plans generally available and their benefits and trade-offs with @PLANSPONSOR. #definedcontribution #plansponsors bit.ly/49juns1
Retirement plan fiduciaries, join Groom principal and leader of the firm’s #fiduciary practice, George Sepsakos, for his NAPA panel “Duties ‘Bound’: Fiduciary Best Practices.” Register or learn more here: bit.ly/3JaNPw8
DOL recently amended the QPAM exemption (PTE 84-14) to impose new requirements on those seeking to qualify as QPAMs and to give the agency more enforcement authority. Fiduciaries and assets managers, join us for this webinar to discuss. #QPAM #DOL bit.ly/43Iwqo2
Employers who compensate employees via certain stocks, avoid penalties by preparing for a new SEC rule requiring most securities transactions to be settled within one business day after the trade date. #compensation #employers bit.ly/43GHGBu
We’ve rounded up our latest resources into one place so that you don’t have to! In case you missed any of our updates from last month, read on. bit.ly/3VBKOg0 #benefits #health #retirement
Groom's Michael Kreps has been appointed to the @Law360 Benefits Editorial Board for 2024. The benefits editorial advisory board provides expert insight on the publication's coverage of benefits law. #legalreporting #benefitslaw bit.ly/49ifXZ8
Our policy team brings you the latest goings-on when Congress is in session. Read this week's tidbit from Capitol Hill below. #congressionalupdates #budget bit.ly/3PDuMyn
Deadlines approaching! SPD distribution, HSA contribution, and health coverage reporting due dates for health plans are coming up. Read more below. #healthplans #providers #plansponsors
Stay up-to-date with both the present and past proposed and formalized changes to the DOL's Fiduciary Rule with the detailed review by Groom's David Kaleda in @theinvestmentlawyer. #fiduciaryrule #investmentadvice bit.ly/4a61eBh
EdiePhillippi @EPhillippi76585
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TZ @Todd_Zempel
328 Followers 521 Following Don’t follow financial advice from ‘influencers’. Do your own research. Nothing I post here should be misconstrued as advice in any form.
Baer Technology Inc @baertechnology
65 Followers 176 Following Supporting your tech life and IT security with smart solutions. Helping satisfied clients since 1994. #techsupport #onlinesafety
Kelly·Smith @kelly888_smith
510 Followers 2K Following Independent, confident, optimistic, straightforward, patient, kind, sincere, discreet and loyal Single Mothers of children
Biktor. @TonychinoVc
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Sara Gerving @sgerving
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So Others Might Eat @SOME_DC
9K Followers 570 Following SOME is an interfaith, community-based organization that exists to help the poor and homeless of our nation's capital
Chamber Technology En.. @USChamberTech
1K Followers 1K Following C_TEC tells the story of technology's role in our economy and advocates rational policy solutions that drive econ growth, spur innovation, & create jobs
ECFC @GoECFC
347 Followers 2K Following ECFC is dedicated to the advocacy, education, advancement & innovation of tax-advantaged benefit programs that facilitate choice for employers & their employees
Louis Raymond @LouisRaymond11
23 Followers 134 Following
CPMH 2023 | Amsterdam.. @psychiatryforum
843 Followers 4K Following 3rd International Conference on Clinical Psychiatry and Mental Health Email: [email protected]
Institute for Employe.. @EmployeeFor
121 Followers 244 Following The Institute is a nonpartisan volunteer organization for the purpose of helping employee benefit programs and policies adjust to new ideas and technology.
Shomer401(k)Advisors @Shomer401k
12 Followers 46 Following Hawaii-based - Family Operated - Independent Registered Investment Advisor serving: #401k, #403b, and other corporate retirement plans as a fee-only fiduciary
Todd Gifford @TgiffordTodd
142 Followers 1K Following
Laurie @Laurie14168215
14 Followers 490 Following
MC @MC72459917
45 Followers 447 Following
Leigh Snell @NCTR_Leigh
82 Followers 181 Following Federal Lobbyist. Advocate for Public Educators' #RetirementSecurity.
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.
Michael Hill @Michael65493569
186 Followers 1K Following
Eric Somsel @EricSomsel
131 Followers 2K Following Husband. Father. Love Michigan, Baseball, Hockey, Food, and Learning.
James Bloom @jimmyroybloom
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Odyssey Advisors @OdysseyAdvisors
148 Followers 303 Following Founded by Parker Elmore in 1998, Odyssey Advisors works to help clients with 401(k), Cash Balance, Retirement & GASB 45/75 Plans
ClStep @CarolStep2
134 Followers 903 Following I like tweeting about philanthropy and tax! J.D., LL.M. in taxation
SWBA @SWBenefitsAssoc
625 Followers 554 Following SouthWest Benefits is a non-profit association designed to foster relationships and support the educational growth of professionals in employee benefits.
mc sweetness @MC_SwEeTnEsS
38 Followers 1K Following Finishing races is important, but racing is more important.-3
elizabeth butler @lizb2664
38 Followers 125 Following
Seth Lockwood @slt_lockwood
216 Followers 646 Following Markets | Trading | Investing | Education | Tech
courtney @court_doubleu4
12 Followers 210 Following
Jim Cole @jamesvcoleii
11 Followers 14 Following
David Garrett @DavidGarrett_1
291 Followers 1K Following Here, there, and everywhere. So much to see and do 😎
Ivana Greco @IvanaDGreco
615 Followers 559 Following My day job is as a homemaker and homeschooling mom of three. I also moonlight writing about women and families, and advocate for stay-at-home parents.
Garrett Pittman @GarrettPittman
28 Followers 85 Following
Advisor Expressions @AdvisorExp
386 Followers 960 Following We are the marketing partner for financial professionals and firms who need to increase market share and enhance client experience. #finserv #marketing
David King @kingda34
59 Followers 507 Following
Evanthia Voreadis @EvanVoreadis
17 Followers 129 Following
Bonnie Treichel @btreichelesq
812 Followers 802 Following Helping retirement plan advisors save time, manage risk + secure new business | 401k | 403b | ERISA
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Wellness Workdays @wllnswrkdys
2K Followers 3K Following Wellness Workdays, leading provider of workplace wellness programs. Inspiring employee health, productivity and a culture of wellbeing. Proven data & outcomes.
Caroline Nelsen @sweeetcaroline9
112 Followers 182 Following
Aksana m @Aksanam7
12 Followers 72 Following
jill fopiano, o'brien.. @jillfop
1K Followers 4K Following President and CEO O'Brien Wealth Partners LLC
Ryan DeVarney @devarney
3 Followers 22 Following
Chip Harris @RubinBrownEBP
49 Followers 153 Following Partner-In-Charge of Benefit Plan Audit Services Group at RubinBrown, LLP, proud University of Kansas alum, passionate Dallas Cowboys fan
ABA JCEB @ABAJCEB
361 Followers 460 Following The central & dedicated ABA provider & coordinator of employee benefits in-person CLE programs & webinars as well as annual meetings with federal agencies.
Josh Shapiro @jashapir
9 Followers 10 Following
National Bar Assoc. @nationalbar
9K Followers 729 Following The National Bar Association is the oldest and largest national association of predominantly African American lawyers and judges.
Lawyers Have Heart @LHH10K
996 Followers 616 Following Lawyers Have Heart 10K Run and Fun Walk is Washington's largest 10K and benefits the American Heart Association. All you need to participate is a big heart!
WBADC @WBADC
1K Followers 413 Following Founded in 1917, the Women’s Bar Association is one of the oldest and largest voluntary bar associations in metropolitan Washington, DC.
Pentegra @pentegra_inc
263 Followers 248 Following A leading provider of retirement plan and fiduciary outsourcing solutions to organizations nationwide.
ALI CLE @ALI_CLE
2K Followers 2K Following ALI CLE provides a curriculum of legal education courses, course materials and more. https://t.co/whtNKzxaG7
Georgetown CRI @cri_states
1K Followers 1K Following The Center for Retirement Initiatives (CRI) advances innovation & enhanced outcomes in DC plans, including state savings programs. RT not endorsements.
IRS Proposes Making Remote Notarization Permanent for Retirement Plan Elections & Consents jdsupra.com/legalnews/irs-… | by @groomlawgroup
We are so thankful for @groomlawgroup !! Thank you for your continuous support!
Groom was happy to again join the DC Polar Plunge in support of @specialolyDC. We are proud to continue our support of the fantastic work of Special Olympics DC and look forward to next year’s plunge. bit.ly/36D7Xaj #SODCPlunge #freezinforareason
Love my corporate cooking demo partners!! @groomlawgroup was so fun!!
Together, Groomies prepared a delicious meal under the great guidance of @TanorriasTable in celebration of Black History Month. Thank you, Chef Tanorria! bit.ly/3pvLlPA #TanorriasTable
Election 2020: Retirement Policy Positions jdsupra.com/legalnews/elec… | by @groomlawgroup
A #BenefitsBlueprint summary of the House-passed #coronavirus bill, prepared by @groomlawgroup is now available. Blueprints are normally for @benefitscouncil members only, but we are making this edition free to all. #COVID2019 #COVID19US #COVID #COVID19 americanbenefitscouncil.org/pub/?id=25736F…
Tim Rouse, executive director of @InstituteSPARK and Kevin Walsh, a partner at @groomlawgroup, discuss impacts of the California Consumer Privacy Act on employee benefits. benefitspro.com/2020/03/04/fin…
In the latest #webcast hosted by @groomlawgroup, panelists explained the three lifetime income provisions outlined in the #SECUREact. See what the experts had to say: bit.ly/2SzoC3R
IRAs are seeing a lot of changes this year following the passage of the Consolidated Appropriations Act in December. @groomlawgroup Elizabeth Dold examines the top 10 IRA changes to watch in a @BLaw insight. news.bloomberglaw.com/employee-benef…
Commentary by David Levine and Kevin Walsh of Groom Law Group. @groomlawgroup benefitspro.com/2020/01/09/so-…
General session panelists @michael_kolber of @manatt, David Schwartz of @Cigna, and Vivian Turner of @groomlawgroup are giving #AHLAHealthPlan19 attendees an update on federal commercial health insurance regulation
Rachel Leiser Levy @groomlawgroup discussing Health & Welfare-related Exec Orders & Final #HRARules at Wash Update #DCinsiders2019
Don't miss @EBRI's EBRIefing webinar, addressing their latest #retirement research on #401k #AutoPortability, to be held Wed. 9/25, at 2:00pm ET. Featuring @groomlawgroup Michael Kreps & EBRI's @jvanderhei - Register here: bit.ly/2LCV6GZ
Don't miss @EBRI's EBRIefing webinar, addressing their latest #retirement research on #401k #AutoPortability, to be held Wed. 9/25, at 2:00pm ET. Featuring @groomlawgroup Micheal Kreps & EBRI's @jvanderhei - Register here: bit.ly/2UJ5XUb
From @PLANSPONSOR - an article drafted by @groomlawgroup that talks through the common risks associated with #NQDC plans and the penalties under #409A - a worthwhile read for advisers and plan sponsors, thanks for writing it! bit.ly/2lBbWga
Thank you to the 2019 LMJ Scholarship Selection Committee, for your support and commitment to help build a diverse pipeline of students! @amazon @WBD_US @DWTLaw @VMware @manatt @thermofisher @MorganLewisLaw @nokia @GM @Orrick @seyfarthshawLLP @Chevron @Microsoft @groomlawgroup
ICYMI - WEBINAR REPLAY-An Overview of Recent Federal Rulemaking Related to Multiple Employer Plans (MEPs) - is available. #meps #retirement #smallbusiness #employers #onebadapple @groomlawgroup @KLGates cri.georgetown.edu/past-webinars/
JASWDC's Japan 360 program featured discussion today with Ms. Sachiko Ichikawa, partner at Tanabe Partners in Tokyo, on @AbeShinzo's Hatarakikata Kaikaku-- Work Style Reform. Special thanks to our law cousellors, @groomlawgroup, for providing a killer venue.
Excited to be sharing #behaviortech and #fintech in #IGDC today with @CBBA_EUROPE @benefitscouncil and @groomlawgroup cbba-europe.eu/eventlist/
Legal Aid was proud to recognize our friends at @groomlawgroup with the Making Justice Real Pro Bono Award last night! groom.com/resources/lega…
Emerging state of privacy in the retirement industry: our expert panel feat L to R Jason Remillard, David Levine & Kevin Walsh #SPARKNational2019 @data443Risk @groomlawgroup
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