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.
4 Senators Want Americans to Wait Until 70 to Claim Social Security
Bipartisan legislation introduced this week proposes two key changes that would encourage people not to claim early
George Fraser and Shlomo Benartzi: The Power of Pennies
Cover Story: How the elite advisor and behavioral economist are using “change” (instead of percentages) to dramatically change participant outcomes
ForUsAll to Offer 401(k) Crypto Investments Via CoinDesk Indices
With younger workers in mind, deal creates the first index-based digital asset offering available on a 401(k) platform in the U.S.
4 Ways Americans’ Retirement Plans are Changing
NerdWallet study highlights when—or if—they plan to retire, along with who’s not yet saving for retirement
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