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.
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
Miami Mayor Wants His 401(k) in Bitcoin
Mayor Francis Suarez—who already receives part of his salary in Bitcoin—reveals plans to contribute to his retirement plan and eventually take part of his 401k payout in the cryptocurrency as well
Senate Dems Call for End to Retirement Plan Discrimination Against Same-Sex Couples
Letter from group of 45 Senate Democrats to Treasury, IRS urges revision of old guidance
4 Biggest Social Security Worries Heading Into 2022
A look at key factors including looming insolvency, inflation and demographic challenges facing the country’s largest entitlement program
Most Americans Considering a Financial Resolution for 2022
New Fidelity survey finds nearly two-thirds of those under 35 resolve to increase their retirement plan contribution in the year ahead
IRS Reminder: Most Retirees Must Take RMDs by Dec. 31
The Internal Revenue Service sent out a reminder today for retirement plan participants and IRA owners about required minimum distribution requirements
401(k) News Briefs: Lincoln Financial Adds Income America; OneAmerica Teams with Morningstar
Participants in Lincoln National’s 401k will be able to convert savings into guaranteed income for life; OneAmerica deal with Morningstar Investment Management means more personalized advice for retirement plan accounts
DOL’s Walsh Rumored to Consider Run for Massachusetts Governor
Labor Secretary Marty Walsh has not confirmed or denied interest in running for top job in his home state after incumbent Charlie Baker surprisingly announces retirement
New Study Contradicts Traditional 60/40 Retirement Portfolio Asset Allocation
In building a hypothetical $1 million retirement portfolio, 85% of investors surveyed show interest in owning an annuity while financial pros continue to underestimate the intensity of consumer interest in guaranteed income