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.
Number of 401k Plans Surpassed 600,000 in 2019: Latest EBSA Figures
New comprehensive analysis of 2019 Form 5500 submissions shows total number of 401k plans—and participants—jumped 2.7% between 2018 and 2019
All Retirement Provisions Stripped from Biden’s Big Bill
Settled-upon framework for oft-revised “Build Back Better” social spending and climate bill unveiled Thursday reveals “good and bad” omission of all retirement-related provisions
EBSA Hits ‘Pause’ Button on Dec. 20 Enforcement of PTE 2020-02
In response to industry concerns, new Field Assistance Bulletin 2021-02 pushes Dec. 20 deadline for compliance to Jan. 31, 2022
What Aggregators Look for in 401k Advisor Firms: Wealth@wor(k) 2021
Hub’s Joe DeNoyior and Vincent Morris of OneDigital share insights on how and why firms are targeted for acquisition—and what advisors can expect from the process
Misbehavin’ in Retirement Plans: Retire That Thinking!
Tuesday keynote at Wealth@Wor(k) Jonathan Young tells advisors they have to do better to minimize bad behaviors and improve participant outcomes
Does ESG Investing Have a Place in Retirement Plans? Wealth@wor(k) 2021
Wealth@work breakout session provides update on latest regulatory developments and the need to help plan sponsors understand what ESG is—and is not
How to Add In-Plan Guaranteed Income: Wealth@wor(k) 2021
Opening keynote at Wealth@work in Nashville delves into different types of annuities available post-SECURE Act, and how to sort through them to come up with the best fit for a specific 401k plan
More Retirees Keeping Assets in Plans Post-Retirement
New research from J.P. Morgan Asset Management also finds retirees are spending significantly more than expected in early years
‘Best Places to Retire’ Rankings Dominated by Two States
Latest U.S. News & World Report rankings skew heavily toward towns in Florida, Pennsylvania while West is completely absent from top 30
Organic Growth: Empower Adds 925,000 Participants, $100B AUM in Past Year
Company attributes organic retirement plan sales growth to customer service and increased focus on personalization for individuals