Veteran 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. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
House Passes INVEST Act, Sends it to Senate
In addition to greenlighting CITs in 403(b)s, bipartisan capital formation bill intended to create more investment opportunities, improve efficiency, and reduce regulatory barriers while still maintaining investor protections
Advocates for CITs in 403(b)s Express Support for INVEST Act that Could Pass House Today
Legislation was debated on House floor last night but didn’t come up for a vote
ADP Launches PEP with Embedded Payroll, Recordkeeping Integration
New “Save4Retirement” Pooled Employer Plan designed to cut costs and complexity
Sens. Cassidy, Kaine Honored as ‘Champions of Retirement Security’
Insured Retirement Institute bestows 2025 award to Senate HELP Committee members who partnered on bipartisan retirement bills
HSA Eligibility Expansion Under OBBB Detailed in New IRS Guide
Guidance released today covers new tax benefits for health savings account participants under the One, Big, Beautiful Bill
401GO Raises $33 Million in Series B Funding to Expand Advisor and Embedded Partner Ecosystem
Fundraise will allow firm to scale in-house technology to meet growing partner demands
BofA Enhances Workplace Benefits Platform
Solution for business owners and employees offers greater access to suite of retirement plans, health benefits and financial wellness resources
Gen X Didn’t Prioritize Retirement Saving Until 50—Can They Catch up?
Study finds 6 in 10 non-retired Gen Xers didn’t view it as a serious priority until age 50 or later, creating a domino effect
INVEST Act in House Could Finally Be Vehicle to Allow CITs in 403(b)s
Retirement Fairness for Charities and Educational Institutions Act one of 20 bills included in bipartisan capital formation package House reportedly will consider next week
Vanguard, TIAA Team Up to Launch Target-Date CIT with Built-In Annuity
Two trusted names delivering an in-plan retirement income solution providing a guaranteed income stream for life