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.
Record Growth for RIA Firms, Report Confirms
IAA, NRS “Investment Adviser Industry Snapshot 2022” shows record highs in firms, aggregate assets they manage, and clients
5 Best 401(k) Plan Mobile Enrollment Platforms Ranked
DALBAR recognizes retirement plan providers with superior mobile enrollment experiences
White Paper Explores 4 Major Fixed Income Portfolio Risks—And When a Risk Signals Opportunity
A new white paper from Columbia Threadneedle Investments explores how applying a full understanding of the four unique,…
What’s Behind a Recent Retirement Goal ‘Reset’ for 401(k) Participants
Workers seeking less lavish retirement to maintain financial health and lifestyle, latest Principal Retirement Security Survey finds
Retirement Industry Leaders, Senators Praise SECURE 2.0 Progress
In the wake of the Senate Finance Committee’s unanimous approval of the EARN Act, industry leaders and key Senators are speaking out about the improving chances of a significant bipartisan retirement reform bill making it to President Biden’s desk this year
SECURE 2.0 Momentum Surges with EARN Act’s Unanimous Committee Approval Today
Comprehensive retirement reform legislation taking shape on Capitol Hill with strong bipartisan support making it likely a final bill will reach President Biden’s desk by the end of the year
Ubiquity, Paycor Team Up on Turnkey Small Biz 401k Solution
Under the partnership, Paycor will refer small businesses and startups to Ubiquity Retirement + Savings for “affordable, flat fee retirement benefit solutions”
Major 2023 401(k) Contribution Limit Jump Predicted
Thanks to inflation, estimates in Milliman's “2023 IRS Limits Forecast – May” show significant increases in IRS contribution limits for retirement plans are likely
Employee Financial Literacy Gets Gamification Treatment
New “Right On the Money” program from HES aims to make learning about personal finance fun
Recordkeeper Breaks Six-Figure Mark for 401k Plans Served
Paychex reveals this week it administers plans for 103,595 401k clients as of April 2022