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.
2022’s 4 Most Affordable Places to Retire Overseas
A new report from International Living explores the four countries that offer expat retirees the best quality of life at the lowest cost
California RIA Firm Latest Acquisition for Creative Planning
Buying spree continues for Peter Mallouk’s RIA giant with acquisition of Reilly Financial Advisors, with $2B in AUM
AUM Jumps 15% in 2021 at JPMorgan Asset and Wealth Management
Jamie Dimon says AWM unit “delivered robust results as we saw positive inflows into long-term products of $34 billion across all channels and regions”
Milliman 401(k) Plan Sued for Use of ‘Untested’ Target Risk Funds
Complaint seeking class action status says plan fiduciaries violated ERISA by losing up to $85 million invested in poor-performing target risk fund series
Fauci Finances: Beyond the Record-Breaking Retirement Package
It was revealed recently that Dr. Anthony Fauci is entitled to the largest-ever federal retirement benefits package. After a senate hearing dustup this week, there may also be a bill named after the “uniquely compensated individual”
Fidelity’s DC Business Adds $90 Billion in 2021
Company announces significant growth across its multiproduct benefits platform, adding 1,900 clients and $146 billion in assets
5 Evolving Retirement Trends in 2022
Here’s a second helping of cherrypicked facts, trends and statistics taken from the Secure Retirement Institute’s recent Retail Retirement Reference Guide
Value-Focused Retirement Plan Solution for Small Employers Debuts from Transamerica
New Transamerica Advantage Solution is a configurable plan offering small employers flexibility to create an efficient workplace retirement savings program
Americans Less Confident in Their Finances, U.S. Economy Entering Third Year of Pandemic
Despite this relatively recent decline in confidence, Empower Retirement’s “2022 Wealth & Wellness Index” finds Americans feeling optimistic about their longer-term financial futures
Youngest Workers Eyed in Vanguard Expansion of Target Retirement Lineup
Company announces plans to launch Vanguard Target Retirement 2070 Fund and Vanguard Target Retirement 2070 Trusts