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.
Agendas Released for Pair of May Retirement Industry Virtual Conferences
Speaker lineups and content agendas for a pair of virtual retirement industry conferences coming in May were announced…
Only 3% of Near-Retirees Aced this Basic Social Security Quiz. Would You?
More than half of near-retirees don’t know much about Social Security, apparently. Just over one-third (35%) of people…
Retirees Unhappy With 2021 Social Security COLA ‘Boost’
That 2021 Social Security cost of living adjustment (COLA) increase of 1.3% isn’t keeping up with real-world cost…
Advisors Still Stressed, But Most Grew Business in 2020 (and Like Their Jobs)
A new report finds financial advisors remained highly resilient during the pandemic and that the majority were able…
Biden’s ‘Historic’ Spending Plans Could Spur Rush to Roths
There could be a “cause and effect” in play in the retirement market as President Joe Biden unveiled…
Don’t Be an April Fool: Celebrate 4/01k Day Instead
Message from Lincoln Financial this April 1 (or 4/01k Day): Don’t let plan participants fall for common retirement saving misconceptions.
American Trust Partners with TAG Resources to Launch PEP
Pooled Employer Plan by American Trust helps small employers cut costs, reduce fiduciary risk, and improve retirement solutions.
Most Taking CRDs in 2020 Did So Mainly Out of Desperation
The small percentage of retirement plan participants who requested a COVID-19 loan or distribution in 2020 enabled by…
Bernie Goes After Billionaires Again with New Tax
Senator Bernie Sanders’ newly introduced “For the 99.5% Act” would slap a progressive estate tax on the fortunes of billionaires.
Few Advisors Working MEP/PEP Market… For Now
For all the hoopla about the SECURE Act expanding access to Multiple Employer Plans and Pooled Employer Plans…