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.
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
Tesla Tops Apple as Most-Searched Stock of 2021
Electric vehicle maker elicits more than twice as many global stock-specific Google searches as second-place Apple according to new research
Surprising Findings on 401(k) Participant Student Loan Debt
As repayment pause nears end, new Fidelity data reveals true impact of nation’s student debt burden and its impact on 401ks
New ESG Guidance from DOL Seeks to Reverse ‘Chilling Effect’ of Trump-Era Rules
Proposed rule would remove barriers to plan fiduciaries’ ability to consider climate change and other environmental, social and governance factors when they select investments and exercise shareholder rights
It’s Official: 2022 Social Security COLA is Highest in 40 Years
5.9% cost of living adjustment announced this morning will boost the average monthly benefit by $92
CITs On Pace to Overtake Mutual Funds in DC Plans by 2025
Fueled by demand for lower-cost vehicles, Sway Research says DCIO assets invested in collective investment trusts will surpass $2 trillion in 2021