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.
Sens. Warren, Smith Question Fidelity Bitcoin-in-401k Plan
Elizabeth Warren (D-MA) and Tina Smith (D-MN) send letter to Fidelity CEO demanding answers about the recently announced plan, particularly in light of DOL’s March cryptocurrency warning
Pandemic Made Benefits a Top Priority of Small Biz Owners
More than one in four in new Lincoln Financial Group survey say they are adding 401k matching contributions, a financial wellness program and/or a retirement account in wake of COVID-19 workplace upheaval
Small Employers Curious About PEPs; Not Yet Ready to Implement
New research from the Secure Retirement Institute finds more than half of small employers are interested in learning more about pooled employers plans
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