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.
RBC Wealth Management, Transamerica, FuturePlan Team Up to Offer Pooled 401k
New solution for small- and mid-sized businesses provides streamlined way to offer a retirement plan
Republican Bitcoin 401(k) Bill Faces Big Hurdles
The Retirement Savings Modernization Act seeking to allow alternative asset classes in defined contribution plans must overcome skeptical Democrats and the Department of Labor
Despite Volatility, Average 401k Contribution Rates Remain Stable
New T. Rowe Price report finds deferral rates remained steady at 8.4% in first half of year, but have dipped slightly since
OneAmerica, intellicents Collaboration Nets New Client Offering
intellicents advisory firm customizes offering to include two OneAmerica services, enabling plan sponsors to offload fiduciary liability while maintaining complete plan design flexibility
Fewer Americans Believe Retirement Savings Will Last Their Lifetime
New Alliance for Lifetime Income and CANNEX research shows significant dip in confidence from a year ago
Medicare Part B Premiums Will Decrease in 2023: CMS
Rare occurrence is good news for Social Security beneficiaries; President Biden to speak on Medicare and Social Security today
Stark Differences in How Men, Women Prioritize Financial Goals
How saving for retirement is valued illustrates divide in new research from Ellevest, which also finds women’s financial health is at a 5-year low
Business Owners Owe $2M+ in DOL Fiduciary Breach Case
Department of Labor investigation, litigation result in settlement after Interarch Inc. 401k fiduciaries severely mismanaged plan assets
Down Market Doesn’t Stop DC Retirement Savers: ICI Report
Defined contribution plan participants largely did not change asset allocations or withdraw funds in the first half of 2022 despite stock market losses, ICI report finds
Just How Much a Retiree Will Spend on Healthcare: Milliman
2022 Retiree Health Cost Index breaks down expected costs for a healthy 65-year-old by gender