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.
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
OregonSaves has ‘Meaningfully Increased Employee Savings’
New research shows first state-sponsored auto-IRA program works by eliminating “search costs” associated with learning about and enrolling in an IRA
New TSP Recordkeeper Apologizes for Botched Transition
Accenture Federal Services updates Federal Retirement Thrift Investment Board on progress toward “fixes” for new Thrift Savings Plan website rollout problems during monthly meeting Wednesday
Two 401k-Focused RIAs Tap Fintech Vise for AI-Powered Custom Portfolios
Vise announces Greenstone Wealth Management and CPR Financial and Insurance Services are now using its platform
Biden Cancels $10,000 in Student Debt, Extends Repayment Pause
President lays out his “responsible and fair” plan to address the student loan debt issue, and warns pandemic-paused loan repayment will definitely resume starting in 2023
With Most Americans Concerned About Outliving Retirement Savings, Are Advisors Doing Enough to Help?
New survey of RIAs finds many lag on providing strategies for retirement income planning while remaining focused on accumulation
Today’s ‘No Normal’ Retirement Journey Mapped Out
New resource from 29 leading retirement, finance, health, and aging experts designed to help people planning for and living in retirement
Nearly Half of Plan Sponsors Considering Changing Advisors, Recordkeepers
Fidelity Investments’ Plan Sponsor Attitudes Study finds two in three plan sponsors say prospecting advisors have “piqued their interest”
J.P. Morgan Asset Management Taps Edelman’s Steve Rubino to Lead Retirement Biz
Company also appoints Brant Wong as Head of Retirement Platform across product, service and sales