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.
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
Self-Directed 401(k) Balances Down in Q1: Schwab Report
Investors hold steady as S&P 500 experiences first correction in two years
Millennium Trust Adds HSAs with Completion of PayFlex Deal
Acquisition of PayFlex from CVS Health expands breadth of services and solutions available to clients
Envestnet Bulks Up Retirement Solutions with 401kplans.com Acquisition
As part of deal, 401kplans.com Founder Scott Buffington joining Envestnet as Head of Retirement Sales
Recordkeeper Adds Suze Orman’s Emergency Savings Tool
Partnership means the emergency savings program will be available to Milliman retirement plan clients
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