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.
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
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