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.
Social Security’s Reckoning: Dr. Jason Fichtner Explains What the New Trustees Report Means for 401(k) Savers
Dr. Jason Fichtner breaks down the shocking 2026 Social Security Trustees report, explaining the 2032 insolvency timeline and the rising urgency of DC retirement income options.
Application Period Open for 2026 ‘401(k) Champion’ Competition
National essay contest invites 401(k) participants to share how workplace retirement plans have helped shape their financial futures
T. Rowe Price Revamps Institutional Business to Deepen Consultant, Client Relationships
New model features integrated regional teams, a dedicated field consultant coverage group, and the creation of a key accounts practice
Aspen Institute Brief Calls for Policy, Technology Overhaul to Close Retirement Advice Gap
In new Aspen Institute Financial Security Program cross-sector brief, industry leaders explore a new standard for retirement security; advocate for elimination of systemic barriers to professional advice
Pacific Life Debuts Retirement Income-Focused CIT Series
New collective investment trust series allows participants to build guaranteed lifetime income throughout working years; plan sponsors and advisors a scalable way to add retirement income into existing plan structures
FuturePlan, Voya Launch PATH PEP to Expand Pooled Plan Options for Employers
New pooled employer plan combines FuturePlan's administrative and fiduciary services with Voya's recordkeeping platform, Mesirow as 3(38)
Trump Accounts Not Employee Pension Benefit Plans: DOL Guidance
Guidance today clarifies that employer contributions to Trump Accounts generally will not trigger ERISA coverage, providing employers with greater certainty as the new tax-advantaged savings program for children prepares to launch July 4
Private and Digital Assets Certificate Program Revealed by NAPA
New program puts retirement plan advisors in the “best possible position” to evaluate all suitable investment options, ARA’s Graff says
Morningstar Wealth Developing Public/Private Models with Apollo, Franklin Templeton, J.P. Morgan
Model portfolios available later this year being designed to give financial advisors a single, research-driven way to access private markets
Group Urges Lawmakers to Allow CITs in 403(b)s for 14.5 Million Faith-Based and Nonprofit Workers
National Association of Christian Lawmakers adopts resolution urging President, SEC and Congress to take “immediate action”