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.
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
A Boon for the 403b: IRS Expands Tax-Favored Approval Process
As of June 2023, the IRS will allow 403b plans to use the same individually designed retirement plan determination letter program used by 401ks
October a Light Trading Month for 401(k)s: Alight
With just two above-normal trading days, the Alight 401(k) Index revealed stable value funds accounted for over 80% of net inflows
SECURE 2.0 Update: Where It Stands, What’s Likely to be Included
Substantial retirement reform legislation expected to pass by year’s end being cobbled together from three bills with many similar objectives
Crypto in 401(k)s Happening Right Now
Fidelity Investments and ForUsAll confirm their programs allowing 401k participants to invest in cryptocurrency are now active
Black October a Good Thing for TSP Funds
Stock market gains help Thrift Savings Plan retirement savers recoup some of this year’s losses
What is ‘Pretirement’ and Why Do More People Want One Before Retiring?
Americans show growing interest in a transitional life stage between full-time work and traditional retirement, new survey shows
There’s a New ‘Best Place to Retire’ – And It’s Not in Florida
Two states again dominate the top of U.S. News & World Report’s latest rankings of the Best Places to Retire in the U.S.
Deadline for 401(k) Champion Award Entries Extended to Nov. 17
Competition recognizes participants who are passionate about the virtues of their retirement plans
How HSA Plans are Starting to Resemble 401(k)s
More employers are embracing 401k-like features for their Health Savings Account programs according to a new Plan Sponsor Council of America study.