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.
When Will Fatter 2022 Social Security Checks Arrive? (And More New Year Changes)
The New Year brings with it a 5.9% COLA increase for beneficiaries, but also a record Medicare Part B increase and some additional limit adjustments
2022 World’s Best Place to Retire Is…
International Living is out with its latest list of the best foreign countries for Americans to retire comfortably and affordably, and a Central American powerhouse is back on top
Most Common 401k Default Deferral Rate No Longer 3%—It’s Better!
Plan Sponsor Council of America’s 64th Annual Survey reveals that for the first time, 6% is now the most common deferral rate
Ric Edelman’s ‘22 Predictions for 2022’ Center on Digital Assets
The well-known investment advisory thought-leader predicts more than a third of Americans will own bitcoin by the end of 2022
A Better 401k Cited as Top Reason to Switch Jobs
New survey from Betterment’s 401k business shows a “high-quality 401k” and a “401k matching program” are the most enticing benefits for potential job-changers
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.”