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.
Annuities Best for Middle- and Mass-Affluent Clients, Advisors Say
New research from the Secure Retirement Institute reveals what advisors working with pre-retirees and retirees say are the lifetime income “sweet spots”
Workers Stressed About Looming End of Student Loan Payment Pause
Study finds 95% of nonprofit and public sector borrowers will have difficulty when payments resume in February—but public employers can help
8 in 10 HSA Holders Stopped or Decreased Investing in 2021
Lively’s second annual HSA Account Holder Insights report shows Americans stopped investing their HSA dollars to save for short-term healthcare expenses due to pandemic
Group Says Fiduciary Rule Reinstatement Would Be Dire for Black, Hispanic Americans
Study from Hispanic Leadership Fund says impact of reinstatement would significantly increase the wealth gap by limiting access to financial advice
KPMG Makes Company 401(k) Contribution Automatic
Consulting giant swaps out company match for automatic firm contribution up to 8%, regardless of whether employee contributes or not
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