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.
5 Key DC Trends from New Morningstar Retirement Report
Just-released inaugural report offers an in-depth look at the trends and forces reshaping 401k plans—where the findings may surprise you
RPS Retirement Plan Advisors Launches Pooled Employer Plan
“RPS SmartCourse Savings Plan” allows employers to take advantage of combined plans that are cost-effective and reduce liability
Startup Penelope Targets Small-Biz 401(k) Market
New York-based company announces it has raised $2.1 million to help build out its retirement savings platform and 401k subscription model
Vanguard Faces Lawsuit Over Decision to Lower TDF Investment Minimums
Proposed class action suit says Vanguard caused smaller retail investors to pay “substantial” capital gains taxes after retail target-date fund sell-off as result of change
Wednesday is ‘3(16) Day’ to Celebrate Fiduciary Services
Pentegra designates March 16 as such to promote the value of a 3(16) fiduciary
2023 Social Security COLA: Another Major Increase Likely
VERY early 2023 projection from The Senior Citizens League shows next year’s cost of living adjustment could far eclipse 2022’s 5.9% increase
Inflation Causing Many Older Workers to Postpone Retirement
New Nationwide survey finds 13% of Gen X and Boomers may work longer than planned because of rising inflation
Americans Prioritize Retirement Saving Over Short-Term Investing: Fidelity
Concerns over external events like market volatility and inflation have Americans valuing 401ks and lower-risk investments over permanent work from home and paid time off
Study Finds Tomorrow’s Retirees Feel Less Financially Secure Than Today’s
New IRI study highlights significant differences between current and future retirees
SECURE 2.0 Doesn’t Make Cut for $1.5T Omnibus Bill
Despite bipartisan support, retirement reform package ends up not being included in Consolidated Appropriations Act of 2022