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.
2 Ways ‘MarylandSaves’ Will Be Different
“Social Security bridge” and managed payout options for new state-based IRA are in development, but not expected to be available for several years
DOL Needs 5 More Members for 2023 ERISA Advisory Council
Nominations for 15-member board making policy recommendations to Labor Secretary are due by Oct. 3
401(k) Participants Largely Stand Pat in First Half of 2022
Report from T. Rowe Price finds participants are staying the course and eager to get better educated about retirement savings amid rising inflation and heightened market volatility
New Solo 401(k) Debuts from PAi
CoPilot Prime Solo(k) partners with American Funds to provide the new plan for owner-only businesses
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