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.
Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield
The integration of guaranteed lifetime income solutions into workplace retirement plans remains a hot topic among plan advisors,…
Jury Awards Pentegra MEP Participants $39 Million in ERISA Suit
Damages in excessive fee case believed to be highest yet after one-week jury trial
Plan Participants Express Strong Demand for Nasdaq-100 Index Access: Survey
Shelton Capital Management Annual Nasdaq-100 Retirement Plan Survey finds nearly 8 in 10 want it in their plan investment options
OneDigital, Broadridge Partner on Enhanced Retirement Data Solutions
Solution grounded in data aggregation and reporting to automate workflows, integrate proprietary branding and fund scoring to make retirement advisors more efficient
2025 Projected to be Most Active Year Ever for RIA Deals
ECHELON Partners’ new M&A Deal Report shows first three months of year were second most active on record behind only Q4 2024
Classic 60/40 Portfolio Beats Stocks-Only 83% of Years Since 1976
Morningstar’s “2025 Diversification Landscape” report finds 60/40 also tops a more broadly diversified portfolio every rolling 10-year period since 2005
All 50 States Now on Board with NAIC Best Interest Annuity Rule
New Jersey becomes last state to adopt the NAIC standard for annuity sales applying to insurance agents and companies (but not to advisors working within ERISA-covered retirement plans)
2026 401(k) Contribution Limit on Track for $1,000 Increase: Milliman
New forecast shows limit projected to rise from $23,500 this year to $24,500 next year; IRS to announce official 2026 limit later this year
Middle Class Retirement Confidence Crisis: 1 in 3 Unsure They Will Save Enough
ACLI survey finds middle-age Americans also less confident in savings than younger and older counterparts
Gomez Reveals Fiduciary Red Flags that Catch DOL’s Eye
Keynote session at Qualified Plan Fiduciary Summit also features Fred Reish warning about forfeiture lawsuits