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.
Help Participants by Cutting Back on Need to Make Decisions: Broadridge Fi360 Conference
Don’t ask 401k plan participants to make decisions they aren’t qualified to make—where the wrong choice can compromise…
5 Big Ways SECURE 2.0 Would Impact 401(k)s
Summary of five of the key changes currently included in proposed SECURE 2.0 legislation that would have the biggest impact on 401(k) plans.
401(k) Balances Hit Record Levels Again: Fidelity
Despite the financial challenges caused by the continued impact of the pandemic on the global economy, average balances…
Unreported Cyberattacks on Retirement Accounts Lead to $1.5M SEC Fine for B-D
The Securities and Exchange Commission (SEC) on Wednesday announced settled charges against GWFS Equities Inc. (GWFS), a Colorado-based…
Equity Exposure in 401(k)s Hit 20-Year-High in April
401k equity exposure reached its highest level in 20 years this April as steady trades and market gains pushed allocations higher.
It Takes Less Net Worth to Feel ‘Wealthy’ This Year
Wealth in America has shifted—Schwab’s 2021 survey shows lowered net worth goals for being wealthy, happy, and financially secure.
2022 Social Security COLA on Pace for Biggest Increase Since 2009
Based on consumer price index data through April 2021, it appears that the 2022 Social Security cost of…
Resources Investment Advisors Partners with NextCapital to Expand Managed Advice Reach
Retirement plan advisor Resources Investment Advisors and enterprise digital advice company NextCapital today announced they have partnered to deliver…
Senate HELP Committee to Address Retirement Security Thursday
Momentum on Capitol Hill continues to build for addressing significant retirement reform legislation in 2021. Last week, H.R.…
New Guide Details Key Differences in Public Sector Hybrid Retirement Plans
Not all public sector hybrid retirement plans are created equal, which makes it critically important for public employers…