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.
As 2026 Social Security COLA Wait Continues, Research Shows Use of ‘Wrong Index’ Costly for Seniors
While official announcement is due Oct. 24, The Senior Citizen’s League finds using the CPI-W instead of the CPI-E has cost retired seniors $5,000 since 1999
Get Moving or Become Obsolete: 2025 LeafHouse National Retirement Summit
Importance of (and payoff for) disrupting the status quo resonates throughout annual event that wrapped up in Austin last week
Younger Generations Counting on 401(k)s Over Social Security
Few Gen Z, Millennials expect financially troubled program to be their primary source of retirement income
Firstrade Integrates Capitalize’s 401(k) Rollover API
Move allows users to seamlessly transfer legacy 401(k)s into Firstrade IRAs
SS&C to Power $18B in Retirement Services for The Trust Company of Tennessee
Launch of its corporate retirement services on the SS&C retirement recordkeeping platform will expand mobile and modern web experiences for participants
Blackstone Launches DC Unit Dedicated to Expanding Access to Private Assets
Move seeks to unlock alternative investment opportunities for retirement savers
Human Interest Introduces Enhanced 3(38) Investment Lineup to Lower Small-Biz Fees
New lineup with Great Gray CITs invested in BlackRock index strategies lowers average expense ratio by up to nearly 33%
BlackRock AUM Tops $13 Trillion for First Time
Q3 2025 earnings report shows assets under management up 17% from a year ago thanks to market rally and acquisitions
Report: If All Workers Had DC Plan Access, Retirement Readiness Would Rise 20%
Vanguard Retirement Outlook finds 4 in 10 Americans on track to maintain their lifestyle in retirement, but it would be 6 in 10 with full defined contribution plan access
The Importance of Building Relationships in the Era of AI: LNRS 2025
One of the recurring themes at this week’s LeafHouse event in Austin was how technology can’t trump relationships