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.
New 401k Averages Book Finds Plan Fees Still Falling, Cost Disparities Persist
Author Valletta notes continued fee compression highlights need for fiduciaries to regularly evaluate all components of plan costs
Southwest 401(k) Lawsuit Survives Motion to Dismiss, Signals Lower Bar for Fiduciary Claims
Judge allows ERISA case over a single underperforming fund to proceed, potentially reshaping how courts evaluate fiduciary breach and monitoring obligations in retirement plans
Coming (Very) Soon: Public’s First Look at DOL Proposed Rule on Alternative Investments
With news that the White House OMB has completed its review of the proposed rule stemming from President Trump’s Aug. 2025 Executive Order, the public will finally see what’s in it—and have the opportunity to offer comments
Todd Lacey Leaves Financial Finesse for Key Retirement Role at Lincoln Financial
Industry veteran steps down as president at financial wellness pioneer for new SVP role as Head of Institutional Sales for Retirement Plan Services
$600B in Annual Outflows Dents DC System Growth: Morningstar
New report finds rollovers and cashouts have significantly reduced total DC assets, but system growth persists as CITs continue to gain traction
Rise of AI Could Widen Wealth Gap Unless Investing Access Expands: BlackRock’s Fink
Annual Chairman’s Letter urges expansion of retirement savings, early investing pathways, and private market access to ensure more individuals benefit from the next wave of economic growth
Modernizing Retirement Plan Technology with Congruent Solutions’ Mahesh Natarajan
Key Takeaways Much of the technology infrastructure that powers the workplace retirement plan industry could use an update…
March Madness Betting Boom Raises Concerns for Retirement Savings
As Americans wager a record $3.3 billion on the NCAA tournament, recent data highlights the growing tradeoff between sports betting and long-term financial security
Empower to Support Trump Account Rollovers
Recordkeeper plans to act as rollover custodian for new 530A savings vehicle with details to come after federal guidance
Breaking: DOL Reverts to 5-Part Fiduciary Test After Retirement Security Rule is Struck Down
Following court action this week vacating the Biden-era 2024 Retirement Security Rule, the Labor Department restores its longstanding fiduciary standard and signals no immediate plans for a replacement