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.
GOP Launches Last-Ditch Efforts to Block Major TSP Changes Set for June 1
Senators send letter to Thrift Savings Board seeking to block “unwitting” investment in Chinese companies while Congressmen introduce bill to block “woke” ESG investing by federal Thrift Savings Plan participants
Retirement Savings Tax Breaks Disproportionately Benefit Wealthy
New research from National Institute on Retirement Security finds prioritizing policies to help middle class families can help address the nation's retirement savings shortfall
529 Plans Still Have an Identity Problem
As “National 529 Day” approaches, Edward Jones survey finds only two in five Americans recognize 529 plans as an education savings tool—and only 13% are using them
Putnam Creates Suite of Sustainable TDFs
Firm to add ESG-focused target-date series to its offerings for the retirement market
Surprise! Plan Advisors Boost 401(k) Plan Participation and Outcomes
Morgan Stanley at Work’s Inaugural workplace retirement study highlights plan sponsor views on the benefits of a plan advisor managing their workplace retirement plan
Retirement Income Planning: Consumers Want It, Advisors Want to Learn More About It
New research from The American College of Financial Services reveals consumers and advisors are aligned on the need for this specialized service
Worker Financial Stress Increases, But So Do Retirement Contributions
BrightPlan’s 2022 Wellness Barometer Survey finds a significant increase in employee financial stress since compared to last year, but most say they have increased contributions to retirement accounts
Bitcoin-Focused ‘Financial Freedom Act’ Gets House Companion Bill
Congressman Byron Donalds (R-FL) introduces identical legislation to Tommy Tuberville’s Senate bill aimed at prohibiting Biden’s DOL from banning cryptocurrency investment in 401ks
This Group of Savers Opposes Fiduciary-Only Regulations
New ACLI survey finds vast majority of lower-half income 55- to 70-year-olds don’t want commissions for annuity sales to be banned
3 Takeaways from Forbes ‘Best Places to Retire in 2022’
Forbes considered more than 800 U.S. cities and towns for its latest list of the “best places to retire,” and narrowed it down to 25. Here’s what we found interesting about their choices