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.
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
Startling Findings from New CDC Life Expectancy Report
U.S. Life expectancy declined for the second year in a row in 2021 and shows biggest drop in 100 years
BlackRock, State Street Named Investment Managers for Colorado Auto-IRA Program
Colorado SecureSavings set to launch a pilot program in October before full statewide implementation in January 2023
Goldman Sachs Closes Deal for Retirement Platform NextCapital
Move accelerates expansion of Goldman Sachs’ services to the growing defined contribution market through personalized managed accounts and digital advice
Inflation be Damned, One Generation Sticking with 401k Contributions More than Others
While curbing discretionary spending as a result of inflation, new State Street research finds far fewer Gen Xers are cutting retirement savings rates than Millennials or Boomers
Q2 Market Losses Hard on Self-Directed 401(k) Balances
Schwab’s latest self-directed brokerage account report shows equity allocations drop while cash picks up
‘Pharma Bro’ Fallout: 401(k) Funds Can Be Garnished
Second Circuit decision this week finds ERISA doesn’t shield the retirement funds of former Martin Shkreli lawyer Evan Greebel