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.
401k Plan Sponsors See Value in Using a Single Recordkeeper
Plan sponsors using a single recordkeeper to manage multiple retirement plans see better overall time savings and fewer…
Help for Advisors in Advance of New IRA Rollover Requirements
With a December compliance deadline looming, Broadridge Fi360 today announced the availability of an enhanced Decision Optimizer software…
Why Momentum is Building for Emergency Savings Accounts
Emergency savings accounts are having a moment. The Wall Street Journal calls matching emergency savings accounts the “the…
Postponing Retirement Slows Cognitive Decline: Study
Postponing retirement slows cognitive decline according to a new study by The Max Planck Society for the Advancement of Science in Germany.
Social Security Trust Funds Lose Another Year of Solvency
Go ahead and lop another year off of Social Security’s long-term solvency. The Treasury Department finally released the…
Retirement Expectations Don’t Align with Savings Behaviors for Many Over 40
Shocker: Many people over 40 have unrealistic retirement income expectations due to their own subpar savings behavior. According…
This 401(k) Investment Option is Up 22% Year-Over-Year
The average self-directed brokerage account balance within 401(k)s and other retirement plans is up 22% from one year…
SEC Fines 8 Broker-Dealers for Cybersecurity Failures
The SEC today announced it has sanctioned eight firms in three actions for failures in their cybersecurity policies and procedures.
4 in 10 Participants Don’t Understand 401(k) Fees—Or Know They Even Pay Them
Almost 40% of 401(k) plan participants do not fully understand and have difficulty using the fee information that…
Pandemic Leads to Big Spike in Social Security Beneficiary Deaths
Nearly 400,000 more Social Security beneficiaries died in 2020 than in 2019 according to newly released information, highlighting…