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.
Want to be Highly Valued by Plan Sponsors? Improve Participant Outcomes!
Plan sponsors most value advisors’ ability to improve retirement readiness for four years straight, finds Fidelity Investments’ 16th annual Plan Sponsor Attitudes Study
Investment Round Fuels Nestimate’s Retirement Income Focus
$3 million in funding for Kelby Meyers’ company will ramp up product development and scale customer support capabilities
Dems, Sanders Want to ‘Keep Billionaires Out of Social Security’
New bill introduced in Senate today seeks to reverse “disastrous cuts” they claim Trump administration has made to the Social Security Administration
Lincoln Financial, Bain Capital Launch New Private Market Fund
The Lincoln Bain Capital Total Credit Fund will provide individual investors access to private credit
2027 Saver’s Match Could Supercharge Auto-IRA Participation
Pew Charitable Trusts research finds SECURE 2.0 provision coming in 2027 puts states on the clock to make prospective beneficiaries eligible for the matching contribution by adopting auto-IRA programs
Redefining Retirement Success: Case Studies on Guaranteed Lifetime Income
Discover the changing dynamics of retirement planning with a focus on “value creation” during the decumulation phase. Join…
How a ‘Trump Account’ Could Grow to $22 Million by Retirement
Serae Wealth puts forth a best-case scenario showing how no distributions and maxing out contributions—along with historically average S&P 500 returns—could turn the $1,000 seed money into generational wealth
Account Security Trumps Convenience Among Retirement Plan Websites, Apps: J.D. Power
Bank of America (including Merrill) ranks highest by far in “Digital Experience Satisfaction”
Advisors Expect TDFs to be Primary Vehicle for Alternative Assets in 401(k)s
New study from T. Rowe Price reveals retirement plan consultant and advisor views on private assets, retirement income and managed accounts, among other topics
U.S. Up One Spot in 2025 Global Retirement Index
Americans seem more optimistic about a secure retirement while underlying concerns remain, finds today’s annual report from Natixis Investment Managers