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.
2025 Form 5500 Informational Copies Released by DOL, IRS
New plan characteristic codes added; IRS will release paper copies of Form 5500-EZ and instructions for 2025 separately on its website after Jan. 1, 2026
Alternatives Gain Ground Among Plan Advisors After Federal Policy Shift
New research from Escalent finds one quarter of defined contribution plan advisors likely to recommend alternatives and 10% are already doing so
Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently
American Century’s latest survey reveals key retirement risks, including income gaps and misconceptions about target date funds.
House Passes INVEST Act, Sends it to Senate
In addition to greenlighting CITs in 403(b)s, bipartisan capital formation bill intended to create more investment opportunities, improve efficiency, and reduce regulatory barriers while still maintaining investor protections
Advocates for CITs in 403(b)s Express Support for INVEST Act that Could Pass House Today
Legislation was debated on House floor last night but didn’t come up for a vote
ADP Launches PEP with Embedded Payroll, Recordkeeping Integration
New “Save4Retirement” Pooled Employer Plan designed to cut costs and complexity
Sens. Cassidy, Kaine Honored as ‘Champions of Retirement Security’
Insured Retirement Institute bestows 2025 award to Senate HELP Committee members who partnered on bipartisan retirement bills
HSA Eligibility Expansion Under OBBB Detailed in New IRS Guide
Guidance released today covers new tax benefits for health savings account participants under the One, Big, Beautiful Bill
401GO Raises $33 Million in Series B Funding to Expand Advisor and Embedded Partner Ecosystem
Fundraise will allow firm to scale in-house technology to meet growing partner demands
BofA Enhances Workplace Benefits Platform
Solution for business owners and employees offers greater access to suite of retirement plans, health benefits and financial wellness resources