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.
‘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
Paycheck or Pot of Gold? MetLife Study Shows Latter Evaporates Quickly
Outcomes of converting a 401k account into an annuity, a lump sum or a combination of the two explored in new study
Betterment Launches Student Loan Management Tool, Enters 529 Space
Betterment at Work announces addition of two powerful financial planning tools to its 401k solution for employers
Lost Generation X: Report Finds Retirement Prep Trails Older Generations
New SOA Research Institute report finds Gen X is not as prepared for retirement as Boomers and the Silent Generation
Empower Latest to Embrace Young Investors on TikTok
Recordkeeper establishes presence on popular video sharing app to provide jargon-free financial information and education to young investors
Half of Social Security Beneficiaries May Pay Tax on 2022 Benefits
New survey from The Senior Citizens League shows retired and disabled taxpayers are “more uncertain than ever” about their tax liability this year
DC Plan Participant Retirement Confidence Exceeds Expectations
Latest Alliance Bernstein research aims to help plan advisors and sponsors understand how to lead participants to better outcomes
‘Auto Reenroll Act of 2022’ Seeks to Boost 401k Participation
Bill introduced in Congress Friday by Sen. Tim Kaine and Rep. Kathy Manning would encourage retirement plan sponsors to reenroll workers every three years to help them take advantage of matching contributions