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.
Americans Want Affluent to Foot the Bill for Social Security Fix
Means testing garners strong support in Reagan National Economic Survey asking how program’s looming shortfall should be addressed
Trump Accounts App Now Live in Advance of Program’s July 4 Launch
Treasury Secretary Scott Bessent touts app and program’s potential financial literacy benefits during White House press briefing Thursday
EBRI/ICI Study Finds Strong Long-Term Retention in Target Date Funds
New research tracking 700,000 participants over 6 years found most investors who were fully allocated to TDFs stayed invested
Middle Class Americans: Retirement Top Indicator of Financial Success
New ACLI research finds retirement security is now the leading measure of financial success for this large demographic, even as inflation concerns and doubts about retirement preparedness continue to weigh on households
Insiders Project $100 Rise for 2027 HSA Contribution Limit
As the wait continues for the IRS to release official 2027 health savings account limits, forecasts align that the self-only limit will increase to $4,500 while family rates will either be $8,950 or $9,000
37,000 Comments and Counting on DOL Investment Selection Proposal
60-day comment period for EBSA’s “Fiduciary Duties in Selecting Designated Investment Alternatives” ends June 1 as debate intensifies around private assets and fiduciary discretion in 401(k) plans
Exploring the Target Date Landscape with Mercer’s Preet Prashar
Mercer's Preet Prashar joins the podcast to unpack the evolution of target-date funds. Discover actionable fiduciary benchmarking insights on glidepath suitability, market concentration, and custom TDF trends for 401(k) advisors.
AB, Brookfield and Carlyle Launch Private Markets DC Solution
New “ABC [ONE]” offering designed to bring diversified private equity, private credit, and real assets exposure into target-date funds and other DC retirement plan QDIAs
Betterment at Work Rolls Out AI-Powered Plan Sponsor Dashboard
Upgrade gives employers additional benchmarking data on how plans compare to national averages
Half of Retirees Report Expenses Higher Than Expected: Schroders
New survey shows 58% don’t know how long their savings will last in retirement