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.
Most U.S. Workers Unaware of Saver’s Credit
Transamerica Center for Retirement Studies offers tips on how to claim the IRS tax credit for eligible retirement savers
Sanctuary Wealth Partners with Pontera for Held-Away Accounts Support
Partnership enables Sanctuary’s network of advisors to manage 401(k), 403(b), and other held away retirement assets
IRI Wants Virtually All Employees Auto Enrolled into Retirement Plans
Insured Retirement Institute releases its 2023 Federal Retirement Security Blueprint, including a call to require all but the smallest of employers to maintain an automatic retirement savings plan
Pete Swisher Deciphers SECURE 2.0’s Complex Startup Tax Credit
The new SECURE 2.0 legislation has brought with it plenty of questions and confusion about its 92 different provisions, and few might be more confusing—or impactful—than the startup tax credit provision for small employers.
SECURE 2.0 Startup Tax Credits Explained in New Resource
Pete Swisher and the team at Group Plan Systems and sister company Pension Resource Institute release guide to help advisors understand the highly impactful provision
401(k) Balances Dropped 20% in 2022 at Fidelity, But Increased in Q4
Fidelity’s just-released 2022 Retirement Analysis reveals that average account balances rose in Q4 and retirement savers continue to focus on the long term with savings rates remaining steady
5 Key Wealth-Building Financial Wellness Behaviors, and Providers Helping 401(k) Participants Follow Them
New Hearts & Wallets research finds households that adopt these behaviors save much more than other households
401(k) Plan Fees Declining, But Small Plans Still Pay More
Just-released 23rd edition of the 401k Averages Book provides non-biased, comparative 401(k) average cost information
Bernie Sanders Reintroduces Bill to Increase Social Security Benefits, Extend Solvency
Legislation comes at a time of heightened interest as CBO forecasts spike in spending and debt ceiling debate looms
Women Advisors Prioritize Helping People Over Compensation
Understanding motivations, hurdles and success factors key to recruiting and retention, finds new survey and whitepaper from OneAmerica