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.
Pontera, RFG Advisory Partner on Held-Away Accounts (Like 401ks)
RIA firm RFG Advisory partners with Pontera to securely and compliantly manage clients’ held away accounts, including 401ks and 403bs
Broadridge Launches Multi-Account CIT Fund
Broadridge launches “first of its kind” multi-account CIT stable value fund open to 401ks in conjunction with Mesirow Financial.
7 Bipartisan Ways to ‘Fix’ Social Security
Survey finds majorities of Republicans and Democrats favor raising Social Security taxes on wealthy and raising retirement age, while increasing benefits for low-income Americans
Mayors Want TSP-Like Program for Workers Lacking Access to Retirement Plans
U.S. Conference of Mayors adopts resolution calling on Congress to emulate the Thrift Savings Plan to strengthen retirement security for low- and middle-income workers
How America Saves: At an All-Time High, By This Standard
Vanguard’s latest comprehensive analysis of nearly five million 401k accounts shows participants are saving 7.3% of their income
DOL Sued for Attempting to Ban Crypto in 401(k)s
ForUsAll CEO Jeff Schulte says “extremely troubling precedent” can’t be left unchecked
5 Months, 5 Deals: OneDigital Acquires Another RIA
TimeScale Financial deal latest in a series of acquisitions creating a strategic expansion of wealth management capabilities in 2022
4 Emerging DC Trends Revealed by Plan Advisors
An increased focus on CITs and ESG adoption are among the themes identified in T. Rowe Price’s new Defined Contribution Consultant Research Study
Social Security Gains Another Year of Solvency: 2022 Trustees Report
Just-released report extends timeline for full benefits by a year—with a darker side to rosier outlook
Yet Another State IRA Program Set to Debut Mid-2023
Virginia’s state-facilitated private retirement program has selected Vestwell as program administrator and BlackRock as investment manager