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.
LeafHouse Event to Challenge Advisors: Adapt or be Obsolete
Next week’s National Retirement Symposium in Austin will push industry to acknowledge that adaptation is not optional
Government Shutdown Could Sidetrack 2026 Social Security COLA Announcement
Bureau of Labor Statistics CPI report scheduled for Oct. 15 at risk in event of a shutdown; most EBSA staff would also be furloughed
5 Retirement Plan Firms Making the 2025 Inc. 5000
This year’s list of fastest-growing private companies includes mainstays Vestwell and Ubiquity along with IRALOGIX, Strongpoint Partners and Boldin
Retirement Savers Feel Lack of Control Over Their 401(k)s: Pontera
New study finds fewer than 1 in 5 feel highly knowledgeable and confident about managing their retirement and college savings accounts
With Proper Guidance, Survey Finds Plan Sponsors Ready to Add Private Investments
New Empower study says if fiduciary and regulatory guidance are clarified, employers would move forward and 72% are “actively discussing” opportunity with advisors
SEC Working with DOL to Develop ‘Guardrails’ for Private Equity in 401(k)s
Chairman Paul Atkins said the regulators will work to put protections in place to ensure retirement investors gain safe access to alternatives while guarding against bad outcomes
$1K Boost Projected for 2026 401(k) Employee Contribution Limit
While employee cap expected to go from $23,500 to $24,500, forecasters say maximum annual addition for DC plans could increase to $72,000 or $73,000 based on final month of CPI data
Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren
In this episode of the 401(k) Specialist Podcast, we dive into the complex world of Market Value Adjustments (MVAs)—what they are, when they’re triggered, how they’re calculated, and why they matter.
2025 Global Retirement Report Reveals Best Countries for Retirement
International retiree migration influenced by passive income and retirement visa programs across 44 countries
U.S. Retirement Assets Back to Setting Record Highs in Q2: ICI
Total assets up 6% in second quarter after dropping in Q1; retirement assets account for 34% of all household financial assets