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.
State IRA Programs Boost Private 401(k) Plan Adoption
New research from Pew Charitable Trusts show significant 401(k) plan growth at businesses in the first three states to adopt auto-IRAs
FINRA Report Highlights 4 Key 2023 Exam Priorities
New report on exam and risk monitoring program reflects new and evolving risks, industry trends, and noteworthy findings
Bonnie Treichel Talks Retirement Income Solutions, New ESG Rule and SECURE 2.0
There’s a select few people in the retirement business who seem like they’re just about everywhere, and are involved in just about everything. Bonnie Treichel from Endeavor Retirement is one of those people.
‘State of the Industry’ Report: Most Participants Know They Aren’t Saving Enough
Despite this, Ubiquity’s new survey finds few are planning to do anything about it—and even fewer want anything to do with crypto as a retirement asset class
BlackRock Invests in Human Interest
Infusion will help the SMB-focused 401(k) provider expand access to retirement plans for working Americans
Inflation Moderating, But Will Social Security Recipients Catch Up?
New analysis from The Senior Citizens League finds the average Social Security benefit has fallen short of inflation by more than $1,050 since the start of the pandemic
New Research Turns Traditional Retirement Income Planning on its Head
Focused on consumer preferences, the three-part series from Alex Murguia and Wade Pfau offers a new way forward
Why Employers Wanting to Attract and Retain Key Talent Look to NQDC Plans
PSCA’s just-released 2022 Nonqualified Plan Survey shows firms continue to rely on this tool to make their benefits package more competitive
Award-Winning Thinking: Economist Shows HSAs can Increase Retirement Savings, Lower Taxes
Health economist Adam Leive recognized by TIAA Institute for highlighting how consumers are missing opportunities to reduce healthcare costs
Younger Workers More Ambitious Now Because They Want to Retire Early: Study
Qualtrics research finds money, not pride, motivates America’s youngest workers, who are much more ambitious than other generations and say they want to retire early