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.
Industry to Congress: Pass SECURE 2.0 Already!
Retirement industry leaders urgently trying to push the bipartisan retirement reform bill bandwagon over the finish line during the lame-duck session
Fidelity 401(k) Report Card: Silver Linings Among More Declines in Q3
Average 401k balance drops below the six-figure mark, but participants haven’t cut back on contribution rates
Survey Says Few Americans Achieving Retirement Planning Goals
A Thrivent survey found financial concerns like inflation and future healthcare expenses are impacting people's level of retirement readiness
How Engaged 401k Participants are Saving Significantly More
Taking full advantage of employer match among the ways engaged participants are socking away 56% more than unengaged participants, new research from Empower finds
Recession Fears Not Stopping Women from Maintaining (or Increasing) 401k Contributions
New research from HerMoney and the Alliance for Lifetime Income find 92% plan to maintain or increase their 401k and IRA contributions even if the U.S. enters a recession
Surprising Findings About Participant Retirement Income Perceptions: Invesco’s Greg Jenkins
Our friends at Invesco recently released a voluminous new study exploring 401k plan participant and plan sponsor preferences for generating…
SPARK Institute Releases Updated Cybersecurity Standards for Plan Sponsors and Advisors
Collaborative effort between recordkeepers and consultants leads to updated Data Security Best Practices and new Plan Sponsor & Advisor Guide to Cybersecurity to strengthen the retirement industry’s defenses against cyber criminals
Fixed Annuities on a Tear in 2022
LIMRA reports Q3 was the best sales quarter for fixed-rate deferred annuities ever recorded
401k Participants Largely Pass on ESG Options, Research Finds
Even when it is offered, PGIM and EBRI study finds less than 10% of self-directed 401k participants allocate money to an environmental, social and governance fund
Largest Asset Managers Dominate in Advisor Digital Experience
New J.D. Power research finds asset management websites have officially replaced wholesalers and legacy relationships as primary drivers of engagement with investment advisors