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.
Forecasters Predict 2027 Social Security COLA at 1.8% Or 2.8%
Today’s release of CPI data for January led to updated forecasts from Mary Johnson and The Senior Citizens League
Lincoln Financial Retirement Plan Services Sees 8.6% Average Account Balance Increase in 2025
Ellen Cooper says strong sales and total deposits underscore that unit’s value proposition is resonating with customers
Empower Adds 500,000 Participants as Part of Record 2025 Earnings
Company achieves 11% growth in past year with strong performances from workplace and wealth management businesses
SECURE 2.0 Adoption Trends: Plan Sponsors Lean Into Enhanced Catch-Up Contributions
New Vanguard analysis finds more than 9 in 10 plans have implemented the higher catch-up limit
155 ERISA Fiduciary Lawsuits Filed in 2025 as Litigation Broadens
Encore Fiduciary report shows ERISA class action filings approached a record high last year with 401(k) plans still the primary target; settlements continue to mount but participant recoveries remain modest compared with attorney payouts
‘Next-Gen’ CIT for 401(k) Market Coming in Q2 from Apollo, Schroders
Partnership announced today designed to leverage the best of large global asset managers to deliver improved client outcomes
Americans Without Access to Workplace Retirement Plan Probably Not Saving at All
New NIRS report finds many still lack access to employer-provided plans and tend not to save for retirement because of it
Wait Continues for DOL Proposed Rule on Alternative Assets
With the 180-day executive order deadline for a proposed rule’s release now behind us, sponsors and advisors are watching closely to see whether the proposal delivers clarity—or new uncertainty
Bipartisan Bill Seeks Uniform Form 5500 Filing Deadline
Form 5500 Filing Simplification Act would eliminate need for a separate extension request and reduce unnecessary administrative burdens on employers
Rising Healthcare Costs Threaten Retirement Income
New report from HealthView Services show medical inflation rising far faster than Social Security COLAs