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.
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
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