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.
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
ERISA Litigation Reform Act Advances to House Floor
Supporters say measure targets meritless lawsuits, while critics argue it would limit workers’ ability to challenge plan misconduct
Social Security Trust Fund Now Projected to Run Dry in 2032: CBO
Updated forecast moves depletion date up a year, raising urgency for reform as retirees face potential benefit cuts over 20% without congressional action
NEPC Rolls Out ‘Stratum One’ Pooled Employer Plan
Partnering with Empower and NPPG, new PEP will centralize fiduciary oversight, reduce administrative burden, and deliver institutional pricing