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.
Sticking with Stocks: Retirement Savers in 2022
Latest ICI research shows 401k participants remain committed to their asset allocations
Self-Directed 401(k)s Take Another Hit in Q3
Charles Schwab report shows average balances down nearly 20% year-over-year while asset allocations and trading remain steady
Younger 401(k) Participants Favor Investment in Equities
Joint EBRI/ICI study finds younger investors much more comfortable holding a significant portion of savings in equities than older participants
SECURE 2.0 Could Improve Retirement Savings for 100 Million+ Americans: ARA
Saver’s Match, Starter K provisions credited with widely expanding savings opportunities
Young Investors Much Prefer Apps Over Websites: J.D. Power
New research finds apps essential to attract and retain younger investors; J.P. Morgan Wealth Management ranks highest in wealth management digital experience satisfaction
The Most Impactful SECURE 2.0 Provision—and the Big Problem With It: The Carson Group’s Jamie P. Hopkins
The SECURE Act 2.0 is a hot topic, and the Carson Group’s Jamie P. Hopkins is right in…
Competing for those 401k Dollars: Rising Consumer Costs
Increasing costs for housing, automobiles and groceries coupled with surges in consumer credit card and student loan debt put increased pressure on 401k participants
Democratic Senators Again Urge Fidelity to Halt Bitcoin-in-401k Offering
New letter points to recent FTX meltdown as further evidence the digital asset industry is unsuitable for retirement investors—but not everyone agrees
ESG Funds in 401(k)s Cleared by New Labor Department Rule
Today’s final rule from the Department of Labor removes barriers to considering environmental, social, governance factors in retirement plan investments
‘RISA’ Packs Advisory Board with Retirement Industry Heavy Hitters
New “Retirement Income Style Awareness” assessment founded by Wade Pfau and Alex Murguia has already built successful partnerships with Orion, Pacific Life and DPL in advance of January launch