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.
Vanguard Activates Robo Advisor for Retirement Plan Participants
“Personal Advisor” currently being rolled out to select defined contribution plans in effort to improve participants’ retirement readiness
RIAs, Broker-Dealers More Concerned Than Workers About Inflation, Recession
Four out of five Americans cite inflation and recession anxieties as top retirement income concerns in new study from The Alliance for Lifetime Income and CANNEX
Seniors Badly Misjudge Key Retirement Risks
New CRR Brief finds Americans worry way too much about one specific retirement risk while downplaying two other more likely issues
Bill Makes 529-to-Roth IRA Rollovers Penalty-Free
Bipartisan “College Savings Recovery Act” introduced in Senate
Biden Trumpets Final Rule to Rescue Troubled Union Pensions
Final rule for the Special Financial Assistance Program, an initiative of the American Rescue Plan, provides funding to improve the solvency of multiemployer pensions
Winning Scores Decline, But Top Broker-Dealers Hold Spots in Advisor Satisfaction Survey
Wealth management firms need advisors as brand evangelists to attract new talent, J.D. Power’s latest U.S. Financial Advisor Satisfaction Study finds
TSP Participants Flock to G Fund Amid Stock Market Declines
Conservative government bond fund is only Thrift Savings Plan portfolio to finish first half of 2022 in the black, but will those transferring from index-based funds miss out on a potential rebound as has happened before?
TSP Recordkeeper Transition Off to Rocky Start
Long-planned major upgrade to old legacy system stumbles out of the gate with extremely long call center wait times
Education Costs Leading Reason Young Investors Dip Into Retirement Savings
E*TRADE from Morgan Stanley Study finds Millennial and Gen Z investors cite education costs as one of the top barriers to retirement
Smiling All the Way to the Bank: Happy ‘Bobby Bonilla Day’
Unofficial July 1 “holiday” celebrates former baseball slugger’s historically great retirement deal