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.
Younger 401(k) Participants Really Like TDFs, New Study Finds
Joint ICI and EBRI research shows recently hired 401k participants more likely to invest in target date funds
Inflation Sparks Big Jump in 2023 HSA Contribution Limits
IRS releases next year’s health savings account contribution limits, showing a roughly 5.5% increase over 2022 limits
Lacking Faith in Social Security, Americans Want to Diversify Retirement Accounts
New study finds a lack of trust in Social Security is the leading motivator for having retirement accounts
Average 401(k) Balances at T. Rowe Price Rose 8% in 2021
Release of annual 401k benchmarking data shows participants are continuing positive retirement savings behavior in the aftermath of the global pandemic
Vestwell to Power Colorado-New Mexico Auto-IRA Program
First multi-state auto-IRA program projects it will provide new retirement plan access to more than a million residents of the states
Participation, Value of ‘S Corp’ Retirement Plans Rise
New report finds “substantial increase” in retirement savings and job security for employee-owners
Finke Explores Potential of Portfolio Income Insurance in New Whitepaper
Research released in partnership with RetireOne focuses on how a Contingent Deferred Annuity can offer better upside potential than a portfolio of bonds or traditional income annuities
Advisor Managed Accounts Get Another Boost with OneAmerica, OneDigital, Morningstar deal
More customization opportunities aim to provide more tailored benefits for retirement plan participants
Building Brand Loyalty Among Pandemic-Era Investors a Struggle for Retail Brokerage Firms
T. Rowe Price, Vanguard rank highest in J.D. Power 2022 U.S. Self-Directed Investor Satisfaction Study as younger, financially vulnerable clients experience more problems, pose significant attrition risk
Fidelity to Offer Bitcoin in 401(k)s
Investment giant announces move despite DOL crypto caution