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.
Demand Growing for Guaranteed Income Solutions in 401ks: BlackRock
The SECURE Act cracked open the door to annuities being more widely available in retirement plans, and now,…
House Dems Reintroduce Bills to Promote ESG Retirement Investing
A quartet of Democratic Congressmen reintroduced legislation May 27 seeking to promote transparent, sustainable ESG investing—including within 401ks.…
Uptick in OCIO Demand Helps Mercer Top $380 Billion Global AUM
More institutional investors are looking to access outsourced chief investment officer (OCIO) investment solutions as they continue to…
More Than a Trillion Dollars Stuck in ‘Forgotten’ 401(k)s
Nearly 25 million forgotten 401k accounts amount to nearly $1.35 trillion of assets, according to new white paper from Capitalize.
Latest Senate Bill Seeks ‘Penalty-Free’ Emergency Distributions from 401(k)s
Legislation that would provide a penalty-free “emergency distribution” option from 401ks and IRAs was unveiled today by Senator…
Apolo Ohno Teams with Personal Capital to Promote Financial Wellness
Olympic champion short-track speed skater Apolo Anton Ohno is teaming up with Personal Capital to promote the importance…
What a Volatile 2020 Taught Portfolio Managers About 401(k) TDFs
Target-date funds were created with long-term investing in mind, designed to withstand the ups and downs of the…
Does ESG-Based Proxy Voting Matter? Just Ask ExxonMobil
In unlikely development, small hedge fund Engine No. 1 gets help from BlackRock to land seats on ExxonMobil board in proxy vote Wednesday.
As ‘529 Day’ Approaches, States Crank Up Much-Needed Awareness Efforts
Saturday is more than just May 29th. It’s National 529 Day, a celebration of the tax-advantaged accounts that…
T. Rowe Price Lowers TDF Expenses, Introduces ‘Retirement Blend’ Fund Series
T. Rowe Price Group announced Monday it will reduce expenses across its suite of target date mutual funds…