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.
IRS Extends SECURE, CARES Act Amendment Deadlines
Unexpected “gift” means retirement plan sponsors now have until the end of 2025 to amend plans taking advantage of benefit changes allowed by the bills
Why China is Finally Embracing Private Retirement Savings
New third pillar being added to its retirement system to address troubled national pension fund amid declining workforce and rapidly aging population
TSP Millionaire Ranks Thinned by More Than One-Third
Stock market’s dismal first half of 2022 leads to a 36% decline in the number of Thrift Savings Plan participants with seven-figure account balances
Plan Advisor Portal Launched to Expand View of Total Participant Assets
Tool from OneAmerica, ProNvest partnership intended to enable advisors to build new private wealth client relationships from their retirement plan business
Just How Well are DC Plan Participants Saving?
Vanguard Participant Saving Rate Index shows how many are on a trajectory to replace 65% or 75% of income in retirement
Latest 2023 Social Security COLA Estimate Drops
Today’s July Consumer Price Index report leads The Senior Citizens League to lower its latest cost of living adjustment estimate back into single digits, but it would still be biggest increase since 1981
Why Republicans Say Inflation Bill Provision Hurts 401(k) Savers
GOP lawmakers call the provision “a crippling tax that reduces retirement security for American seniors”
RIA Combo with a Side of Capital Investment: One Seven, MGO Merge
New combined company oversees $2.8 billion in assets across 11 states as it enters next stage of growth with Merchant partnership
Few Workers Today Think They’ll Retire When They Want
FinanceBuzz survey finds market volatility changing Americans’ retirement behaviors and outlook
3 Bills Aiming to Strengthen Social Security: A Closer Look
Democrats currently have a trio of proposed bills under consideration that seek to address inequities and shore up the finances of Social Security