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.
Most Americans Considering a Financial Resolution for 2022
New Fidelity survey finds nearly two-thirds of those under 35 resolve to increase their retirement plan contribution in the year ahead
IRS Reminder: Most Retirees Must Take RMDs by Dec. 31
The Internal Revenue Service sent out a reminder today for retirement plan participants and IRA owners about required minimum distribution requirements
401(k) News Briefs: Lincoln Financial Adds Income America; OneAmerica Teams with Morningstar
Participants in Lincoln National’s 401k will be able to convert savings into guaranteed income for life; OneAmerica deal with Morningstar Investment Management means more personalized advice for retirement plan accounts
DOL’s Walsh Rumored to Consider Run for Massachusetts Governor
Labor Secretary Marty Walsh has not confirmed or denied interest in running for top job in his home state after incumbent Charlie Baker surprisingly announces retirement
New Study Contradicts Traditional 60/40 Retirement Portfolio Asset Allocation
In building a hypothetical $1 million retirement portfolio, 85% of investors surveyed show interest in owning an annuity while financial pros continue to underestimate the intensity of consumer interest in guaranteed income
Strategic Partners Unveiled for Franklin Templeton Group Plan Solution
Transamerica selected as recordkeeper, DWC—The 401(k) Experts will provide 3(16) services and LeafHouse Financial be the 3(38) investment fiduciary for new Franklin Templeton Retirement Group Plan Solution
Edelman Launching New Radio Show, Podcast for Investors
As replacement for long-running “The Ric Edelman Show,” new program will focus on personal finance topics including retirement security and longevity. It was also announced today that Jean Chatzky will be hosting a new radio show/podcast with Soledad O’Brien
New PEP from Qualified Plan Advisors Targets Employers of All Sizes
The Pooled Employer Plan launched today offers additional fiduciary protections and fewer plan administrative responsibilities
Sens. Cardin, Portman Honored as 2021 ‘Champions of Retirement Security’
Insured Retirement Institute bestows 2021 award on Senate duo for continued efforts to enhance retirement security for America’s workers and retirees
2022 Non-Profit Plan Focus Areas: Retirement Income and Financial Wellness
New 403b plan study finds organizations also looking to advisors to help enhance employee retirement plan education