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.
‘Financial Wellness Membership’ Targets Boomers
Silvur launches first-of-its-kind “financial wellness membership” via an app for the modern Boomer retiree in a post-pension world.
Wanted: Tech-Fueled Next-Gen Retirement Income Solutions
New research out today shows that while most 401k plans offer tools and advice, meaningful in-plan retirement income…
Calculators Show Impact of Potential Social Security Benefit Cuts
As the retirement planning world awaits the latest annual Social Security Trustees report—expected to drop any day now—one…
Ubiquity Introduces ESG Funds to Small Biz 401(k)s
Small business DC plan sponsors now have the opportunity to incorporate socially responsible investments into their retirement plan’s…
Happy Earth Day: Survey Finds ESG Investing Reaches Critical Mass
Earth Day seems like a perfectly appropriate time to talk environmental, social and governance investing, and perhaps not…
Most Plan Participants Clueless About 401(k) Fees
401k fees leave most Americans confused. A new survey shows many underestimate or don’t know what they pay for retirement plans.
More Large 401(k) Plans Seeking to Retain Retiree Assets
Nearly 75% of plan sponsors want participants to keep assets in their 401(k)s after retirement, according to PIMCO Consultant Survey.
Fast-Growing Paychex PEP Hits Another Milestone
Paychex Pooled Employer Plan hits 2,000 clients, offering businesses a simple, cost-effective retirement solution with easy setup.
How Deep is the 401(k) PEP Pool?
There’s an old saying in the insurance business: “Life insurance is sold, not bought.” It’s often a tough…
John Hancock Expands ‘Personalized Retirement Advice’ Program to All 401k Plans
401k participants can use all the good advice they can get—and now those with plans through John Hancock…