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.
Strategic Partners Unveiled for Franklin Templeton Group Plan Solution
Transamerica selected as recordkeeper, DWC—The 401(k) Experts will provide 3(16) services and LeafHouse Financial be the 3(38) investment fiduciary for new Franklin Templeton Retirement Group Plan Solution
Edelman Launching New Radio Show, Podcast for Investors
As replacement for long-running “The Ric Edelman Show,” new program will focus on personal finance topics including retirement security and longevity. It was also announced today that Jean Chatzky will be hosting a new radio show/podcast with Soledad O’Brien
New PEP from Qualified Plan Advisors Targets Employers of All Sizes
The Pooled Employer Plan launched today offers additional fiduciary protections and fewer plan administrative responsibilities
Sens. Cardin, Portman Honored as 2021 ‘Champions of Retirement Security’
Insured Retirement Institute bestows 2021 award on Senate duo for continued efforts to enhance retirement security for America’s workers and retirees
2022 Non-Profit Plan Focus Areas: Retirement Income and Financial Wellness
New 403b plan study finds organizations also looking to advisors to help enhance employee retirement plan education
Only 1 in 4 Americans ‘Very’ Confident of a Comfortable Retirement
New Transamerica Center for Retirement Studies report explores how demographic influences profoundly affect a worker's ability to achieve a financially secure retirement
Year-End 401(k) Plan Compliance Checklist
Deadlines and regulatory changes to make sure plan sponsors are ready for before 2022 rolls around
$1 Billion Flies from Delta 401(k) in Pandemic-Related Early Withdrawals
Airline responds by ramping up financial coaching for employees suffering hardships
IRI Expert Weighs in On Morningstar Update to 4% Rule
In light of recommended change to longstanding rule of thumb, Insured Retirement Institute’s Frank O’Connor says annuities can protect retirement portfolios while delivering lifetime income
Retirement Benefits Get Big Boost in Strike-Breaking John Deere Contract
More than 10,000 Deere & Co. UAW employees will see higher matching contributions and other enhancements as part of new six-year deal