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.
Student Loan Repayment Pause to be Extended Again?
Education Department instructs student loan companies to “hold off” on sending required notices to borrowers about restarting payments, indicating another extension in works
Major Retirement Reform Bill Could Clear Congress This Week
Reps. Neal and Brady trying to attach bipartisan “Securing a Strong Retirement Act” to $1.5 trillion 2022 fiscal omnibus package before March 11 deadline
Trump’s 2020 Block Means No TSP Funds Invested in Russia
Decision to nix switch of International Fund to MSCI All Country World Ex-U.S. Investable Market Index originally made to avoid investing in shady Chinese companies
IRI ‘Optimistic’ Meaningful Retirement Legislation Will Pass in 2022
In unveiling their “2022 Retirement Security Blueprint” Thursday, Insured Retirement Institute leaders express confidence at least some current retirement reform bills will become law
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”