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.
Empower Tops 20 Million Investors as Earnings Jump 23%
Recordkeeper reports strong first-quarter growth fueled by rising demand for retirement plans, pooled employer plans, and wealth management services
Account Aggregation the ‘Missing Link’ for In-Plan Retirement Income
New IRIC/Manifest white paper explains how fragmented retirement accounts undermine income solutions and suggests what plan sponsors, advisors and recordkeepers can do about it
QuickBooks, Vestwell Launch Integrated 401(k) for SMBs
Partnership targets retirement coverage gap by making 401(k) plans easier to offer through existing payroll and financial systems
$4.8 Trillion and Growing: Why Traditional TDFs are Still Key to 401(k) Success
With assets surging and adoption near universal, target-date funds remain the QDIA of choice, even as industry leaders debate how to adapt them for a new generation of retirees
Morgan Stanley’s Ben Huneke Named IRI’s 2026 ‘Industry Champion of Retirement Security’
Leader honored for advancing protected lifetime income in helping Americans save and plan for retirement
Target Date Funds: A 401(k) Specialist Deep Dive
Explore our Q2 2026 Deep Dive into target-date funds (TDFs). Discover the latest industry trends, retirement income solutions, and accumulation strategies for 401(k) advisors.
SEC Informal Guidance Clears Path for PEP Growth and CIT Access
New SEC staff guidance removes key regulatory hurdles, allowing pooled employer plans to scale more easily, expand access to lower-cost CIT investments, and better serve small and self-employed employers
RIA M&A Reaches Yet Another All-Time Quarterly Record: ECHELON
Q1 2026 report shows 107% jump of $1.67 trillion from 142 deals, with industry on pace for 475 transactions over course of year
Mesirow to Acquire LeafHouse Advisory Business, Expand Fiduciary Platform
Deal adds FlexFiduciary and InvestBuild capabilities while boosting Mesirow’s scale, distribution, and technology-driven retirement plan solutions; allows LeafHouse to focus on creating technology that helps advisors and institutions operate more effectively
What They’re Saying: Industry Reaction to Trump Retirement Plan Executive Order
Retirement industry quick to support creation of TrumpIRA.gov and use of Saver’s Match to expand retirement savings