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.
11 Eyebrow-Raising Facts from the Secure Retirement Institute
A cherrypicked selection of startling statistics and trends taken from the recently released Retail Retirement Reference Guide—and these are only from Chapter 1!
Biden Extends Student Loan Repayment Pause, Pushes Workplace Solutions
While borrowers now have until May 1 before they resume federal student loan payments, President Biden singled out employer student loan assistance programs as part of the issue’s solution
Total U.S. Retirement Assets Dip Slightly in Q3
Latest Investment Company Institute data shows half-percent decline to $37.4 trillion as of the end of September
SEC on Form CRS: Keep it Clear and Simple
An SEC committee warns that client relationship summary compliance improvement appears to be needed, and offers guidance in a variety of areas
Trump Appointee Elad Roisman Resigning as SEC Commissioner
Commissioner increasingly opposed Chairman Gary Gensler’s agenda “for plans to redo recently completed rules, add new regulatory obligations, and constrain investor choice.”
FSOC: Climate Change an ‘Emerging Threat’ to Financial System
Council released its annual report Friday, which also highlights recommendations to strengthen regulation of cryptocurrency and cybersecurity, among other topics
4 Very Different ‘No. 1 Places to Retire’
Time for a little retirement daydreaming as we explore the top spots to retire according to new research from a variety of sources—two in the states, and two on distant shores
‘Collective Defined Contribution’ Plans Set to Launch in UK
Hybrid DB-DC design being unveiled in Great Britain intended to result in a better retirement outcome for participants compared to traditional DC models
New Partnership Helps Advisors Manage ‘Held-Away’ 401(k)s
Coastal Investment Advisors adds FeeX tech to facilitate management of clients’ 401ks, 403bs and other held-away client retirement assets
401k Advisors: Plan Sponsors Need to Hear Your Value Proposition
Voya Investment Management survey finds DC specialists have opportunity to further demonstrate the value they provide plan sponsors