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.
INVEST Act in House Could Finally Be Vehicle to Allow CITs in 403(b)s
Retirement Fairness for Charities and Educational Institutions Act one of 20 bills included in bipartisan capital formation package House reportedly will consider next week
Vanguard, TIAA Team Up to Launch Target-Date CIT with Built-In Annuity
Two trusted names delivering an in-plan retirement income solution providing a guaranteed income stream for life
‘Pension Predators’ Hearing Targets Abusive ERISA Lawsuits
Tuesday committee hearing explores concerns about formulaic ERISA class actions critics say enrich plaintiff attorneys and stifle plan innovation
Greece Tops 2026 Global Retirement Index for First Time
Affordable living, strong healthcare, easy visas, and a Mediterranean lifestyle push Greece past longtime leaders like Portugal and Panama and Costa Rica in International Living’s new rankings
Fifth Circuit Acts Quickly in Granting EBSA Request to Dismiss Fiduciary Rule Appeals
Opponents celebrate developments; DOL could put forth a new fiduciary rulemaking effort as soon as next May
Bipartisan Bill to Streamline 401(k) Distribution Options, Expand In-Service Rollover Choices is Back
The Retirement Simplification and Clarity Act would provide more flexibility, clearer guidance to Americans navigating retirement savings decisions
Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
Discover how Morningstar is using retirement technology to deliver personalized, scalable 401(k) experiences for plan participants.
A Decade of 401(k) Specialist: From Upstart to Industry Voice
Ten years ago, we set out to provide the best information and resources available to help retirement plan advisors improve the retirement outcomes of Americans. Today, it stands as the industry’s leading independent voice—built on belief, storytelling, and support from partners who share the mission.
Institutional Investors Brace for 2026 Market Pullback Amid Rising Geopolitical, AI Risks
New Natixis Investment Managers Survey finds nearly eight in 10 North American institutional investors expect markets to decline next year
4 in 10 Working Americans Lack Retirement Plan Access, Census Bureau Data Shows
New EIG brief says findings underscore “desperate need” for reforms, such as those in the Retirement Savings for Americans Act