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.
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
Americans’ Income Declined in 2020: U.S. Census Bureau
While income increased for those who maintained full-time employment, the number of full-time workers fell 13.7 million from 2019 thanks to the pandemic
Sponsors Feeling More Responsible Now for Employee Financial Wellness
Bank of America study finds 95% of employers feel sense of responsibility as more employers offer programs and expand types of wellness support
Social Security Benefits Getting Cut? There’s Insurance For That
Annexus and PlanGap partner to offer new solution that will provide a benefit if Social Security is reduced