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 Rose This Much in 2021
Apple remains top equity holding in self-directed brokerage accounts according to Charles Schwab’s latest report released today
Firm Specializing in Athletes, Entertainers and HNW Clients Acquired by Creative Planning
The Doman Group, a New York City-based multi-family office, has $400 million in AUM
Equity Compensation Plans a Key Weapon in Talent Wars
New Morgan Stanley at Work report reveals companies reimagining equity compensation to compete for talent amid the “Great Resignation”
OneAmerica Names New Leader of Participant Workplace Solutions
Industry veteran Heather Dawson to focus on holistic financial confidence to optimize outcomes for retirement plan participants
‘Retirement Right Blueprint’ Debuts from Mutual of Omaha
New open architecture product leverages technology to expand access to retirement plans
ESOP Feature of Wells Fargo 401(k) Under DOL Investigation
Regulatory filing this week from the banking giant—with one of the largest 401k plans—reveals investigation into transactions associated with the employee stock ownership plan feature
DALBAR Honors Best Participant Phone Support, Customer Experience
Nationwide Retirement Solutions and AIG Life & Retirement earn top awards for retirement plan participant service
Paycheck or Pot of Gold? MetLife Study Shows Latter Evaporates Quickly
Outcomes of converting a 401k account into an annuity, a lump sum or a combination of the two explored in new study
Betterment Launches Student Loan Management Tool, Enters 529 Space
Betterment at Work announces addition of two powerful financial planning tools to its 401k solution for employers
Lost Generation X: Report Finds Retirement Prep Trails Older Generations
New SOA Research Institute report finds Gen X is not as prepared for retirement as Boomers and the Silent Generation