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.
7 in 10 Private-Sector Workers Have Access to Employer-Provided Retirement Plans
New Bureau of Labor Statistics data reaffirms that 48% of private sector workers participated in a defined contribution plan as of March 2022
Hybrid 401(k)s, Protected Income and More: Quick Takes from the VCI Leaders Summit
More takeaways from last weekend’s Viking Cove Institute event in Carlsbad, Calif.
Great SECURE 2.0 Advice for Advisors: VCI Industry Leaders Summit
Pete Swisher, Bonnie Treichel and Laurel Taylor dish out timely tips during a weekend session at the Viking Cove Advisor Alliance Industry Leaders Summit
Pontera Integrates its 401(k) Management Capabilities into Envestnet’s Ecosystem
As a result, Michelle Richter says rollovers occurring at the time of retirement “a substantially less assured thing”
‘Financial Exploitation Prevention Act’ Unanimously Passes House
Bipartisan bill to protect at-risk seniors from financial scams and exploitation heads to Senate
Despite Big Concerns, Plan Sponsors Know They Need Lifetime Income Options
New study shows most 401(k) plan sponsors open to income options despite significant concerns
Glitch-Fixing: How 2024 Catch-Up Contributions Could Be Restored in SECURE 2.0
Two likely (and one unlikely) solutions identified to correct drafting error that jeopardizes all 401(k) catch-up contributions starting in 2024
Josh Itzoe’s Been Busy, and 401(k) Advisors are Reaping the Benefits
Former TAPO honoree Josh Itzoe is now spending his days helping other 401(k) advisors.
How to Build a 401(k) Practice by Cold Calling
Advisor Steven Wilkinson aims to prove a seven-figure practice can be built from scratch in 3 years—and he’s sharing everything about how he’s attempting it on LinkedIn
New Participant Financial Education and Engagement Platform Launched at SageView
Kerry Woods joins SageView to lead new PersonalSAGE financial readiness platform