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.
SMB 401(k) Provider Human Interest Valued at $1B
As small- to medium-sized business 401(k) provider Human Interest pushes toward an eventual initial public offering (IPO), the…
CBO Extends Timeline for Social Security Trust Fund Depletion
As we continue to wait for the 2021 annual report from the Trustees of the Social Security and…
Fear or Encouragement: Which Motivates 401k Plan Participants More?
Fear or encouragement: Which tactic do you think would most increase defined contribution plan participant engagement? Before we…
ARA’s Graff Projects 51 Million New Retirement Savers if Two Bills Get Passed
Brian Graff, CEO of the American Retirement Association and Executive Director of NAPA, shared some eye-opening projections during…
‘Explosion’ in Use of Mega-IRAs by Wealthy Revealed in New Data Released by Wyden, Neal
Ever since ProPublica reported in June that PayPal co-founder Peter Thiel owns a Roth IRA that had grown…
401(k) Participants Ramp Up Savings Rates in Q2
An impressive 72% of 401(k) participants who changed their savings rate in the second quarter of 2021 increased…
401(k) Business Briefs: IPX Retirement, Envestnet, Vestwell
News from around the 401k market featuring a name-change, Envestnet signing on as investment manager for a new PEP, and Vestwell raising $70 million in Series C funding
Biden Taps NYC Attorney Lisa Gomez to Lead EBSA
The White House announced today that President Joe Biden plans to nominate attorney Lisa M. Gomez to be…
Auto Portability Provider Tops $10B Mark in 401(k) Account Consolidations
Cashouts beware! Retirement Clearinghouse, LLC reported today that it has consolidated more than 290,000 retirement accounts, comprising over…
Wyden Bill Seeks to Boost 401(k) Saver’s Credit
If at first you don’t succeed, try, try again. That’s what Senate Finance Committee Ranking Member Ron Wyden…