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.
How Fees Factor in 401(k)-to-IRA Rollover Decisions
Pew survey explores consumer trend to roll over workplace savings into individual retirement accounts—and how advisors can impact decision-making
Job Seekers Swayed by Plans Offering Guaranteed Lifetime Income?
New TIAA survey shows a benefit like annuities within retirement plans can help employers stand out in a competitive job market
National Retirement Security Month Kicks Off
NAGDCA survey reveals recordkeepers’ focus for 2021 awareness campaigns aimed at public sector plan sponsors
Retirement Readiness a Guessing Game for Most Investors
DALBAR study shows alarming lack of retirement knowledge, particularly among investors without a financial advisor
‘Super Savers’ Sock Away More for Retirement During Pandemic
Principal study finds more than half of gen X, Y and Z’s top retirement savers put away even more money than usual over the past 18 months
Real Estate Agents Gain PEP 401(k) Access in New Deal
Realogy adds industry-first pooled employer plan offering to exclusive benefits program for affiliated agents
The Standard Rolls Out ‘Accelerate’ for Small Retirement Plans
New 401k recordkeeping solution designed for 401k plans with up to $2 million in assets
Vanguard Enhances its Target Retirement Series
Moves announced today to merge funds and launch new trust with higher equity allocation for retirees expected to lower investor costs by $190 million
Dems Poised to Slam Door on Mega-Backdoor Roth IRAs
Closing Roth conversion loopholes used by HNW investors being touted as a way to help pay for Biden Administration’s $3.5 trillion spending bill
401(k) Participant Views on Communication, TDFs and Lifetime Income
State Street’s latest DC Participant Survey provides insight on what’s still the best way to reach participants, TDF use and growing interest in retirement income resources