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.
Financial Literacy Month Offers Chance to Boost Americans’ ‘Retirement IQ’
New survey from the Insured Retirement Institute finds seven in 10 Americans do not understand the concept of sequence of returns risk, among other concerns
Annexus, State Street Partner on TDF with Embedded Income Solution
Financial firms team up to launch target date fund embedding an in-plan income solution benefiting all parties in the DC value chain
The Advisor Opportunity in Managed Accounts
LeafHouse-iJoin conference in Austin shows how advances in technology and automation can bring a new wave of personalization to participants
3 Major Spring Retirement Industry Events: The Highlights
Some of the biggest live events in the retirement industry are set for April and May. Here’s a look at what’s on tap
Connecticut Launches State-Run Retirement Savings Program
Vestwell named third-party administrator for “MyCTSavings” plan, which is mandatory for employers not currently offering a plan and voluntary for employees
Senators Ask GAO to Examine Need for 401(k) Asset Spousal Protections
HELP Committee Chair Patty Murray and Ranking Member Richard Burr ask government watchdog to look into the issue, which may be addressed by upcoming retirement reform legislation
Record Growth of CITs Spurs Rebound of Contributions to Target-Date Strategies
Morningstar report finds lower costs lead to “remarkable advance” of collective investment trusts
401(k) Advice a Key Part of ‘Offboarding’ Process
Amid “Great Resignation,” helping departing employees transfer their retirement plan assets leads to positive exits, new research finds
Employee 401(k) Contributions Not Just for Retirement Anymore?
U.S. employers increasingly eye enhancements to defined contribution plans, new WTW survey finds
New Jersey Auto-IRA Program Kicks Off March 28
Garden State will be the eighth to mandate employers offer their own retirement plan or auto-enroll employees in the state program