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.
Standout Strategies for HSAs: Broadridge Fi360 Conference
Retirement advisors have a unique opportunity to offer additional services as more plan sponsors position Health Savings Accounts…
Despite Pandemic, Average 401k Account Balance at Bank of America in 2020 Topped…
UPDATE – Follow this link for the results of the 2022 Financial Life Benefits Impact Report. Most American…
AllianceBernstein’s Lifetime Income Strategy Tops $5 Billion Milestone
Looking for a SECURE Act success story? Consider news today from global investment and research firm AllianceBernstein L.P.,…
T. Rowe Price Expands Relationship with Fintech Provider FIS
T. Rowe Price is getting nimbler in an effort to transform its full-service retirement recordkeeping business by expanding…
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.