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.
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
‘Otto’ Debuts at RPAG to Provide AI Assistance to Retirement Plan Advisors
Always-on intelligent support resource helps RPAG members access critical info instantly, fast-tracking advisor operations and client service
8 Telling Takeaways from 2 New Emergency Savings Surveys
New data in different studies from U.S. News and Bankrate show an alarming number of Americans would struggle to cover an unexpected $1,000 expense
Regrets, They Have a Few: Recent Retirees Wish They Did More to Save
Nationwide study shows only 40% of those who have retired in the last 5 years are on track with original budget and decumulation plan
Record U.S. Life Expectancy Raises Bar for Retirement Readiness
New CDC data shows average 65-year-old retiree will reach 85; accurate longevity risk assumptions vital to effective retirement planning