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.
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
NIRS Applauds SECURE 2.0, But Stresses More Needs to be Done
National Institute on Retirement Security says retirement provisions are a step in the right direction, but more work needed to help low- and middle-income workers
Portman, Cardin Fingerprints All Over SECURE 2.0 Act of 2022
Here’s a closer look at eight key provisions championed by longtime retirement reform advocates Sens. Rob Portman and Ben Cardin
7 Demographic Disparities Impacting Retirement Readiness
New compendium report examines demographic influences and vulnerable populations in the U.S. workforce
It’s In! SECURE 2.0 Act of 2022 Included in Omnibus Appropriations Bill
Must-pass bill including landmark retirement reform legislation expected to clear Capitol Hill by Friday
Social Security Benefits Need 23% Cut in 2034 Without Action: CBO
New report outlines scenarios while senior Treasury department official warns cuts would “decimate” retirees’ standard of living
6 Steps to SECURE 2.0
A look at the long and winding road leading to next week’s expected passage of the landmark retirement reform package