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.
Only 1 in 4 Americans ‘Very’ Confident of a Comfortable Retirement
New Transamerica Center for Retirement Studies report explores how demographic influences profoundly affect a worker's ability to achieve a financially secure retirement
Year-End 401(k) Plan Compliance Checklist
Deadlines and regulatory changes to make sure plan sponsors are ready for before 2022 rolls around
$1 Billion Flies from Delta 401(k) in Pandemic-Related Early Withdrawals
Airline responds by ramping up financial coaching for employees suffering hardships
IRI Expert Weighs in On Morningstar Update to 4% Rule
In light of recommended change to longstanding rule of thumb, Insured Retirement Institute’s Frank O’Connor says annuities can protect retirement portfolios while delivering lifetime income
Retirement Benefits Get Big Boost in Strike-Breaking John Deere Contract
More than 10,000 Deere & Co. UAW employees will see higher matching contributions and other enhancements as part of new six-year deal
Employers, Employees Agree: Financial Benefits a Priority for 2022
New Morgan Stanley at Work study finds nearly all HR executives are placing priority on re-evaluating workplace financial benefits for the coming year
Most Americans Strongly Support State-Run Retirement Programs
New National Institute on Retirement Security research finds Millennials particularly supportive of state-based auto-IRA programs to help those lacking workplace plans
‘Delayed’ Retirement Provisions Survive Massive House Spending Bill
Provisions to limit “Mega” and “Backdoor” Roth IRAs are in the $2 trillion social and climate spending bill passed by the House Friday, but many wouldn’t take effect until 2029 or 2031
Colorado, New Mexico First to Partner on State-Run IRA Program
“Historic” partnership agreement creates the first auto-enroll IRA multi-state program in the country
Fidelity Launches Product to Help Near Retirees Convert 401(k), 403(b) Funds into Guaranteed Income
New digital solution provides workers with flexibility to choose amount of pension-like retirement payments