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.
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…
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…