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.
Top 10 Full-Service Investment Firms: J.D. Power Rankings
J.D. Power today released its 2021 rankings of full-service investment firms, with Edward Jones topping the rankings with…
401k Litigation Spike Spurs Trend in Fiduciary Outsourcing
If it seems like just about every week you hear about another lawsuit being brought against a 401(k)…
Gary Gensler Confirmed as SEC Chair
Gary Gensler SEC Confirmation marks a 53-45 Senate vote, appointing him as Chairman to lead financial regulation and investor protection.
PlanMember is Latest Pooled Employer Plan Entrant
PlanMember announced April 13 it is launching a new Pooled Employer Plan for small businesses through a partnership with Newport Group.
Bitcoin Inching Closer to 401(k)s
Bitcoin in retirement accounts is gaining traction, offering investors new opportunities in IRAs and 401(k) plans.
Independent PEP launched by Pentegra, The 401(k) Plan Company
The latest Pooled Employer Plan is open to any 401k plan sponsors and advisors. Pentegra, a leading provider…
TSP Millionaire Ranks Rocket to Uncharted Territory
It’s been a good decade, and a great past year for well-tenured participants in the federal government’s Thrift…
Study Warns Massachusetts Tax Proposal Would Raid Retirement Plans
If passed, a constitutional amendment to impose a graduated income tax would raid the retirement plans of Massachusetts…
HSA Investment Growth Soars in 2020
Health Savings Accounts reached $82.2B with 30M accounts in 2020, showing strong growth in contributions, assets, and investments.
NYC Millionaires to Pay Highest Tax Rate in U.S.
New York City millionaires will soon be subject to the country’s highest tax rate in the wake of a 2022 budget deal, surpassing California.