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.
Pacific Life Debuts Retirement Income-Focused CIT Series
New collective investment trust series allows participants to build guaranteed lifetime income throughout working years; plan sponsors and advisors a scalable way to add retirement income into existing plan structures
FuturePlan, Voya Launch PATH PEP to Expand Pooled Plan Options for Employers
New pooled employer plan combines FuturePlan's administrative and fiduciary services with Voya's recordkeeping platform, Mesirow as 3(38)
Trump Accounts Not Employee Pension Benefit Plans: DOL Guidance
Guidance today clarifies that employer contributions to Trump Accounts generally will not trigger ERISA coverage, providing employers with greater certainty as the new tax-advantaged savings program for children prepares to launch July 4
Private and Digital Assets Certificate Program Revealed by NAPA
New program puts retirement plan advisors in the “best possible position” to evaluate all suitable investment options, ARA’s Graff says
Morningstar Wealth Developing Public/Private Models with Apollo, Franklin Templeton, J.P. Morgan
Model portfolios available later this year being designed to give financial advisors a single, research-driven way to access private markets
Group Urges Lawmakers to Allow CITs in 403(b)s for 14.5 Million Faith-Based and Nonprofit Workers
National Association of Christian Lawmakers adopts resolution urging President, SEC and Congress to take “immediate action”
Retirement Icon Kevin Crain Joins OpenArc as Firm Pushes Benefits-Wealth Convergence
Former Bank of America exec and current IRIC leader will help guide OpenArc’s focus on client-centric growth and thought leadership efforts
Edward Jones Steps Up Retirement Plan Game with New Partners, Products
Firm broadening its workplace retirement plan offerings with new recordkeeping and retirement plan solutions from J.P. Morgan Asset Management and T. Rowe Price, while also enhancing capabilities through existing provider relationships
Senators Call for Urgent Action to Address Social Security Solvency
As a new awareness campaign launches saying “Social Security is on the Ballot,” four senior senators issue bipartisan statement saying Congress can’t delay any longer in dealing with the crisis
The Costly Financial Stress of the ‘Deskless’ Worker
New Financial Finesse research finds deskless workers experience higher financial stress levels than office-based employees, but accessible financial wellness support turns the tide