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.
McConnell: Scott’s ’11-Point Plan to Rescue America’ DOA on His Watch
GOP leaders spar on need to present a plan, while Florida Senator’s proposal could raise taxes on retirees and sunset Social Security in 5 years
Top Focus of 401(k) Plan Sponsors in 2022? Reviewing Fees
Callan’s just-released 2022 DC Trends Survey finds 33% of plan sponsors reduced fees after their most recent analysis
Michael Miller Named First Head of PGIM DC Solutions
Investment in PGIM’s new defined contribution initiative continues as the team focuses on lifetime income solutions
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