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.
RMD Age-Raising EARN Act Ready for Inclusion in SECURE 2.0
Sens. Wyden, Crapo introduce final version of bill which would raise RMD age to 75 (but not until 2031)
Inflation Means Employees to be More Selective in 2023 Benefits Choices
As open enrollment approaches, a desire to pare back spending due to inflation will cause workers to spend more time reviewing benefit selections, new surveys find
New Bill Calls for Oversight of Federal Retirement Thrift Investment Board
In light of this year’s botched recordkeeper transition, bill from Rep. Eleanor Holmes Norton (D-DC) would install an inspector general to oversee the board’s management of the Thrift Savings Plan
Friday is 401(k) Day. Here’s How to Spread the Word
“Know Your Numbers” is the theme of this year’s awareness campaign from the Plan Sponsor Council of America
‘Corporate Retirement Portal’ Debuts from Morgan Stanley at Work
Firm says new tool provides a consolidated view of workplace retirement plan accounts while improving recordkeeper, plan sponsor and participant experiences
World’s Largest Pension Funds Hit Record Assets
WTW report finds the U.S. is now home to almost half of the world’s largest pension funds
Parents Rank Saving for College Over Retirement
New Fidelity study finds more than 3 in 4 parents have started saving for college, yet concerns grow over inflation and rising college costs, leaving many less prepared to pay
SEC Bars Advisor for Federal Retirement Plan Rollover Fraud
Scheme persuaded hundreds of current and former federal employees to liquidate their Thrift Savings Plan accounts for high-commission variable annuities
Taft-Hartley DC Plan Growth Driven by Higher Optimism, Use of Tech Tools
Empower notes most execs from organizations with unionized members say they have increased investment in financial wellness education and similar resources
New Bill Seeks to Abolish Tax on Social Security Benefits
House legislation proposed by Rep. Angie Craig (D-MN) would pay for the change by raising cap on payroll taxes