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.
‘Significant Uptake’ of TDFs Continues to Transform DC Market: NEPC Survey
16th annual survey examines current plan investment trends, features and innovations; shows defined contribution plans seeking flexible features, ESG
Americans Warming Up to Crypto for Retirement?
New poll from Capitalize finds 61% of employees—but only 46.5% of financial advisors—believe cryptocurrency is a strong long-term investment
Bill Allowing Annuities as QDIAs in 401(k)s Introduced in House
Reintroduction of “Lifetime Income For Employees Act” by Reps. Donald Norcross and Tim Walberg offers retirement savers improved ability to generate protected income stream
BlackRock on TikTok: How Financial Firms are Targeting the Next Generation of Investors
Financial services firms looking to familiarize Gen Z with their brands (and their expertise) are turning to the youth-focused social media juggernaut
4 Reasons People Aren’t Using mySocialSecurity
Research shows the few people that utilize the tool really appreciate it, but not enough Americans—especially younger people who could benefit most from its insights—are creating the free accounts
Betterment Buys Into Crypto Market
With acquisition of Makara, largest independent digital investment advisor plans to offer customers managed crypto portfolios in an all-in-one platform
Financial Education in High School Doesn’t Impact Retirement Savings in Adulthood
TIAA Institute study finds no clear evidence that financial literacy coursework improves the likelihood of saving for retirement
Silver Scam: ‘Advisor’ Charged with Bilking Retirees Out of $68M
SEC, Commodity Futures Trading Commission and 27 state securities regulatory agencies file charges and complaints against precious metals dealer and its owner for exorbitantly priced silver coins and rendering unlawful investment advice
Alliance for Lifetime Income Helping Elton John Say Farewell to Fans
Nonprofit promoting awareness of protected lifetime income in retirement announced as sole presenting partner of “Farewell Yellow Brick Road” tour in North America
ESOP Advocate Touts Retirement Savings Advantages Revealed in New Study
ESCA cites finding showing average ESOP account balance entering pandemic was more than double the average 401k account balance at a non-employee-owned company