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.
Sequoia, Origin Partner on Financial Wellness Platform
Strategic partnership combining Sequoia's total people investment offering with Origin's financial wellness platform to bring “world-class financial management and guidance” to its clients and their employees
Participants Not Satisfied with Retirement Plan Digital Experience: J.D. Power
Bank of America and Charles Schwab tie for highest rank in digital participant satisfaction
Starbucks Adds Emergency Savings, Student Loan Debt Benefits
Coffee giant working with Fidelity, Tuition.io to brew up new financial wellness perks for its benefits menu
Voya Unveils Digital Platform Connecting Workplace Benefits, External Accounts
New “myVoyage” personalized financial-guidance experience provides access to 401ks, savings and personal accounts in one app
Amazon Adds 401(k) Plan for Delivery Service Partners
Addition of DC plan for DSPs comes with a $60 million commitment to help its small business owners match employee contributions
Retirement ‘Super Savers’ Still Prioritizing Lofty Savings Goals
Undeterred by market volatility and inflation, Principal survey finds even more Super Savers plan to save over $20,000 in 2022 vs. 2021
Final 2023 Social Security COLA Estimate Before the Real Thing: 8.7%
The Senior Citizens League’s final projection is down nearly 1% from its previous estimate as new CPI data shows inflation continues to slow. The official 2023 cost-of-living adjustment will be released Oct. 13
Opinion: Are Oklahoma 401(k) Plans Helping to Destroy State’s Energy Business?
In this op-ed from Ok401k’s Terry Morgan, the author argues that many Oklahoma 401k participants may be unknowingly investing in companies that are against their best interest
Vestwell Launches Recordkeeping Product, Portal for 401k TPAs
Fully unbundled platform Vestwell Flex and TPA Portal intend to enable outside retirement plan servicers to vastly scale their client business
10 Best and Worst Cities for Retirement 2022: WalletHub
South Carolina’s largest city takes the top spot in the new rankings while Connecticut’s largest city ranks last