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.
Mega Roth IRA Ban Back in Biden Bill, But Not Until 2029
In, out and in again provision to eliminate the controversial strategy—if it remains and if the legislation passes—wouldn’t take effect until 2029 instead of 2022
IRS Bumps 2022 401(k) Contribution Limit By $1,000
Catch-up contribution limits, annual IRA contribution limits remain unchanged
AI-Driven Retirement Planning Gets Boost with Riskalyze-FP Alpha Integration
Powerful combination of risk metrics and FP Alpha’s proprietary algorithms aims to reduce risk throughout a person’s financial life
USA Barely Cracks Top 20 in Global Pension Rankings
Tiny Iceland nabs top spot in rankings while U.S. squeaks into Top 20 in 2021 Mercer CFA Institute Global Pension Index
Millionaires Want Billionaires to Pay More Taxes
In wake of Sen. Ron Wyden’s short-lived “Billionaires Income Tax” proposal last week, a group of more than 250 millionaires voice support for idea
Spanish Language Option Added to Principal’s Mobile Retirement App
Move made to address savings gap for Hispanic workers by breaking down cultural and language barriers that limit engagement and hinder retirement outcomes
Number of 401k Plans Surpassed 600,000 in 2019: Latest EBSA Figures
New comprehensive analysis of 2019 Form 5500 submissions shows total number of 401k plans—and participants—jumped 2.7% between 2018 and 2019
All Retirement Provisions Stripped from Biden’s Big Bill
Settled-upon framework for oft-revised “Build Back Better” social spending and climate bill unveiled Thursday reveals “good and bad” omission of all retirement-related provisions
EBSA Hits ‘Pause’ Button on Dec. 20 Enforcement of PTE 2020-02
In response to industry concerns, new Field Assistance Bulletin 2021-02 pushes Dec. 20 deadline for compliance to Jan. 31, 2022
What Aggregators Look for in 401k Advisor Firms: Wealth@wor(k) 2021
Hub’s Joe DeNoyior and Vincent Morris of OneDigital share insights on how and why firms are targeted for acquisition—and what advisors can expect from the process