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.
Public Plans Database Expanded, Enhanced with DC Info
The Public Plans Database has been expanded to include data from nearly 50 public sector defined contribution retirement plans.
Equitable Adds Managed Accounts, Cash Balance Solution to SMB Retirement Plans
With a goal of further tailoring investment portfolios and plan design for small- to medium-sized businesses, New York-based…
‘Greatest Retirement Plan in History’: It’s Bobby Bonilla Day
Just remember this little tale when deciding on whether to begin or defer Social Security payments. “Laughing all…
Cycle 3 Restatement Deadline for 401k Plan Documents Approaching
While deadline looms July 31, 2022, now is the time to make sure plan sponsors are on track to rewrite, approve and adopt plan documents for “Post PPA” restatement cycle
The Active Equation: When and How to Outperform for Retirement Plan Participants
It's an evergreen debate: whether to include active or index investment strategies in a retirement plan menu in order to offer participants the best possibility of long-term returns. Sponsored by BlackRock
Bankrate Users Gain Access to Capitalize 401(k) Rollover Platform
A new deal announced June 24 opens the door for Bankrate users and members to have direct, complimentary…
American Trust Acquires Another 401(k) Recordkeeper
LT Trust acquisition boosts American Trust’s retirement solutions, expanding operations nationwide with advanced tech and institutional expertise.
Duke Reinstates 403(b) Match—And Takes It One Step Further
Duke University 403(b) contributions restored with retroactive payments and ongoing employer support for faculty and staff retirement plans.
‘Personal Retirement Strategy’ Debuts from Bank of America
Helping 401k plan participants establish and pursue appropriate retirement income goals is a common objective of plan sponsors,…
Retirement Confidence Surges for 401k Participants in Wake of Pandemic
What a difference a (pandemic) year makes. 401k plan participants today report they are significantly more confident about…