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.
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
McCarthy Takes Social Security Cuts Off the Table in Debt Ceiling Debate
Speaking to reporters Wednesday, Sen. Joe Manchin says the House Speaker agreed not to propose Social Security and Medicare cuts during negotiations to raise the debt limit
Shlomo Benartzi’s PensionPlus to be Offered by OneAmerica
“First-of-its-kind” retirement withdrawal strategy service from the famed behavioral economist provides models for monthly retirement paycheck
Most Americans Coping with Inflation By Cutting or Halting Retirement Contributions
Allianz Life study shows many are prioritizing present financial needs at the cost of their retirement
Yellen Says Debt Limit Standoff Impacting TSP’s G Fund
Treasury Secretary sends letter to Congressional leaders saying the Treasury is unable to invest G Fund assets fully in U.S. interest-bearing securities as a result of the debt limit
10 Best and Worst States to Retire 2023: WalletHub
New states claim top and bottom spots on just-released rankings of the best states for retirement
IRA Assets Approach $14 Trillion Thanks to 401(k) Rollovers
Cerulli Report attributes individual retirement account asset growth to rollovers from defined contribution plans