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.
Best State 529 Plans of 2025 Rated by Morningstar
5 states repeat as Gold Medalists; 31 of 59 plans evaluated earned a Gold, Silver or Bronze rating
Millennial Small Biz Owners More Open to Offering Retirement Plans than Gen X
Capital Group research reveals generational divide when it comes to readiness to start a plan
Senate Democrats Introduce Bill to Expand Social Security, Veterans Affairs Benefits
Social Security Emergency Inflation Relief Act would increase benefits by $200 per month for six months
IRI Issues ‘To Do’ List for Congress to Improve Retirement Security
Plan provides an early blueprint for “SECURE 3.0” legislation focused on bipartisan bills and amendments with an emphasis on lifetime income solutions
Social Security, IRS Leader Bisignano Panned After Fiserv Stock Tanks
Social Security Works calls for Trump appointee to “resign immediately” after current Fiserv CEO blames him for unrealistic sales projections, short-sighted cost-cutting measures
Most Millionaires Don’t Consider Themselves ‘Wealthy’
New Northwestern Mutual research shows half think their financial planning needs improvement
Taft-Hartley Plan Sponsors Balance Competing Pressures in Controlling Costs, Providing Strong Outcomes
Morgan Stanley survey finds plans report strong need for broad education for both trustees and participants
Acing the Finalist Presentation: How to Win More 401(k) Plans
Q&A with Manulife John Hancock Investments’ Brandon Radach and Retirement Plan Advisor Search’s Veronica Bray
Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch
Technology is transforming the small-plan retirement market—and fast. In this episode of the 401(k) Specialist Podcast, we sit down…
2026 IRS Retirement Plan Contribution Limits All But Official
While the IRS hasn’t yet officially announced next year’s limits, the only real mystery involves catch-up contributions for ages 60-63