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.
Key Challenges Facing Plan Sponsors Tackled at Qualified Plan Fiduciary Summit
One-day event with top speaker lineup provides high-level updates on top-of-mind trends and issues facing qualified retirement plans
Retirement Much Harder Financially for Single Seniors
Single women in particular face the most financial challenges in retirement according to new study from American Advisors Group
Just 3 in 10 Workers Feel ‘Very Prepared’ for Retirement
This problem—and its solutions—will be a key focus of the upcoming 2022 Retirement Industry Conference in Boston
Bill Seeks to Expand HSAs to Seniors Covered by Medicare
Bipartisan “Health Savings for Seniors Act” faces uncertain road up Capitol Hill
Biden Student Loan Debt Decision Coming by September
White House Press Secretary Jen Psaki tells Pod Save America President Biden will either further extend the pause by Aug. 31 or will announce some level of debt cancellation
TSP Millionaire Ranks Shrink with Poor Q1 Stock Performance
There are 11% fewer seven-figure Thrift Savings Plan participants after rocky start to 2022
Big Shakeup in J.D. Power’s New Full-Service Investment Firm Rankings
Study also finds just 14% of full-service investors receive “comprehensive advice” from wealth management firms as defined by J.D. Power criteria
Top Reasons Workers Think They’ll Never Be Able to Retire
New Human Interest survey examining common perceived barriers reveals 3 in 4 want better 401k guidance and education from their employer
2023 Social Security COLA Estimate Spiking with Inflation
The Senior Citizens League’s Mary Johnson ups her cost of living adjustment estimate from 7.6% to 8.9% after March CPI data shows the fastest rise in inflation since 1981
Reconciling SECURE 2.0: Similarities and Differences Between House and Senate Bills
A closer look at hurdles and potential timeline the retirement reform legislation faces as the Senate looks to level its own priorities with what’s in the House bill