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.
Large 403(b) Plans Enjoy Fruits of Employer Contributions
New study shows employer contributions play key role in plan success—and 403(b) plans also benefit from wide variety of investment options
Gusto Acquires SMB Retirement Plan Provider Guideline in Landmark Deal
Guideline was already the “most popular retirement product on Gusto by far,” says Gusto CEO Joshua Reeves
Human Interest Doubles Down on Unique Customer Service Guarantee
Expansion comes after “99.999%” success rate under first-of-its-kind promise that began in March
Almost Half of 401(k) Participants Would Invest in Private Markets if Offered: Study
New data from Schroders finds interest has increased and 77% would raise their contribution rate
Stable Value Funds: Balancing Safety and Opportunity with Lincoln Financial’s Matt Condos
Stable value funds are a staple in many 401(k) plans, offering principal protection and steady returns by investing…
Trump’s Private Equity 401(k) Push: 12 Legal Views
A roundup of key insights from law firms in the wake of the Aug. 7 Executive Order
Why Excluding 401(k) Assets From ‘Accredited Investor’ Rule Would Be Unjust
As bills to expand definition sit in Senate, new research argues qualified retirement assets belong in net worth calculations
Kodak Terminates Overfunded Pension Plan to Pay Down Debt; Replaces It with Cash Balance Plan
Move a key to keeping the pioneering photographic and imaging company in business
Borzi Sounds Alarm on Trump’s 401(k) Alternatives Order
Former EBSA head says offering private assets in DC plan investment lineups may expose fiduciaries to a range of potential ERISA liabilities
Scottsdale CEO Indicted for Embezzling from Retirement and Health Plans
James Vincent Campbell accused of making 135 unauthorized withdrawals topping $2.4 million to fund exotic hunting trips and more