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.
New Outline of SECURE 2.0 Provisions Offers Guidance for Plan Sponsors
CliffNotes-like summary provides help for mid- to large-size retirement plan sponsors trying to navigate the expansive new legislation
Pentegra’s John Pinto to Retire in 2023; Eric Wietsma Named as Successor
Leadership change at the provider of retirement plan and fiduciary outsourcing solutions will happen mid-year
10 Predictions for Investors in 2023: Bob Doll
This year’s theme: The Fed Calls the Shots
11 Best Places to Retire in the World in 2023
We have a new No. 1 and No. 2 in this year’s rankings of the best, most affordable places for Americans to retire abroad
Biden Signs $1.7T Spending Bill Including SECURE 2.0
President makes significant retirement reforms official by signing bill while on holiday vacation in St. Croix Thursday
2023 Changes to 401(k), HSA Contribution Limits and a Historic Social Security COLA
The New Year means new annual contribution limits for various retirement plans take effect, as well as an 8.7% Social Security raise
How SECURE 2.0 Will Benefit Public Sector Workers
Expansion of automatic enrollment and multiple employer plan rules for 403(b) plans among most impactful changes, but a hurdle remains for allowing CITs in those plans
RMD Age Increases to 73 in 2023 Under SECURE 2.0
Required Minimum Distribution age will eventually be raised to 75 thanks to the new law—but not until 2033
PASSED! SECURE 2.0 Awaits Biden’s Signature After $1.7T Spending Bill Clears House Friday
Retirement industry rejoices in landmark bill including numerous substantial reforms aimed at helping more Americans save
Senate Passes $1.7T Spending Bill Containing SECURE 2.0—Now On to the House
Senate approves government spending bill containing retirement reform package with 68-29 vote, with House approval expected within the next 24 hours