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.
Employers, Employees Agree: Financial Benefits a Priority for 2022
New Morgan Stanley at Work study finds nearly all HR executives are placing priority on re-evaluating workplace financial benefits for the coming year
Most Americans Strongly Support State-Run Retirement Programs
New National Institute on Retirement Security research finds Millennials particularly supportive of state-based auto-IRA programs to help those lacking workplace plans
‘Delayed’ Retirement Provisions Survive Massive House Spending Bill
Provisions to limit “Mega” and “Backdoor” Roth IRAs are in the $2 trillion social and climate spending bill passed by the House Friday, but many wouldn’t take effect until 2029 or 2031
Colorado, New Mexico First to Partner on State-Run IRA Program
“Historic” partnership agreement creates the first auto-enroll IRA multi-state program in the country
Fidelity Launches Product to Help Near Retirees Convert 401(k), 403(b) Funds into Guaranteed Income
New digital solution provides workers with flexibility to choose amount of pension-like retirement payments
BrightPlan Enhances ESG, Index Investing Capabilities for Participants
New environmental, social and governance portfolio and index portfolio help employees achieve financial goals while investing in companies that align with their personal values
Integrated Payroll Capabilities Added to Fidelity Advantage PEP
New deal with Paylocity will drive efficiency by enabling employers to automate contributions and reduce risks, company says
Alarming Percentage of Americans Have Less Than $25,000 Saved for Retirement
Yet nearly one in five has more than $1 million saved, new survey finds
3.3% Safe Withdrawal Rate is the New 4%: Morningstar
When it comes to a safe withdrawal rate for retirees, 4% has long been the accepted standard. A new report from Morningstar Research lowers that, but also offers ideas for how the rate could actually exceed 4%
ESG Adoption Growing, But Usage Still Anemic in DC Plans
Callan's latest ESG survey shows almost half of investors are incorporating environmental, social and governance factors into investment decisions, but just 13% of DC plans offer a dedicated ESG option