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.
Schwab Keeps it Simple with New Finance Tool for Participants
Advisors know using too much industry jargon is a sure way to trip up many retirement plan participants…
Allianz Life Annuity Added to Morningstar Retirement Manager
In another step forward into the defined contribution market, Allianz Life announced today that it has teamed up…
TSP Millionaire Ranks Poised to Pass Milestone
What a difference a decade makes. As recently as 2011, there were only 208 people with at least…
IRA Crypto Investing Going Mobile
Fintech startup Choice launches new iOS app in effort to take Bitcoin retirement investing mobile, “meet today’s investors where they live”
When a ‘Retiree Reimbursement Arrangement’ Makes Sense
There’s a new way for employers offering high-deductible health plans and health savings accounts to provide a valuable…
2022 Social Security COLA Estimate Ticks Up Yet Again
The annual Social Security cost-of-living adjustment (COLA) could be 6.2% percent next year—the highest in almost four decades…
Principal Cracks 10 Million Participants After Wells Fargo Institutional Retirement Integration
Today, Principal Financial Group announced it has completed the integration of the Wells Fargo Institutional Retirement business, which…
‘American 401(k) PEP’ Debuts from Pentegra, Leafhouse Financial
The latest Pooled Employer Plan to launch has a rather patriotic moniker. Today, Pentegra, a provider of retirement…
Treasury Facing Heat on Overdue Social Security Trustees Report
The Social Security Act requires that trustees’ reports for the Social Security and Medicare trust funds be issued…
Gensler Signals Different Road is Quickest Way to a Bitcoin ETF
While the Securities and Exchange Commission has long been dragging its feet when it comes to approving a…