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.
Deal Roundup: HUB, Edelman Announce Latest Retirement Acquisitions
HUB International acquires $2.4 billion advisory firm while Edelman Financial Engines buys California RIA firm to bolster retirement planning capabilities
Fossil-Free Index Fund Added to Large 401(k) Platforms
Sphere announces 35 million participants at Vanguard and Ascensus can now invest in the first climate-friendly fund made for 401ks
Retiring (Much) Later: Average Age Up Big Since 1991
Latest Gallup survey finds significant increases in actual and expected retirement ages—both rising notably over the past three decades
DC Plan Sponsors Stressed by Underperforming 401ks in Volatile Market
Latest Cogent Syndicated Retirement Planscape report from Escalent shows economic, political conditions impacting plan success, design
Thrift Savings Plan Gets Much-Needed July Boost
The best month for the stock market since 2020 helped the federal government’s 401k-like plan pare 2022 losses, but G Fund still the only core portfolio in the black
Advisors Add Big Retirement Planning Confidence Boost
New Northwestern Mutual study finds majority of Americans say they know their financial planning needs help, but only a third seek advisor help
Fidelity’s ‘Bitcoin-in-401ks’ Plan Moving Forward Despite Questions from Senators
While a trio of Senators sent a letter this week to Fidelity questioning what they call an “immensely troubling” decision to allow 401k participants exposure to “an untested, highly volatile asset like Bitcoin,” plans to launch this fall remain on track
Retirement Plans Trail Only This Benefit in Long-Term Employee Retention
New Paychex study finds offering two specific benefits are keys to long-term retention amid Great Resignation
Manchin’s Surprise Reconciliation Deal: Big Corps, Wealthy Pick Up Tab
A 15% corporate minimum tax, increased IRS enforcement and taxing unrealized capital gains expected to pay lion’s share of $433 billion tab
Prospecting Tool for 401k Advisors Designed to Add Scale, Efficiency
John Hancock Retirement launches new “prospect finder” tool for financial professionals to make finding and managing leads simpler