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.
Goldman Sachs Launching Private Credit CIT for 401(k) Market
New collective investment trust product to debut in Q4 as part of Great Gray’s Panorix target date series
Micro Plan Market to Account for 9 in 10 401(k)s by 2029: Cerulli
Competitive dynamics in micro market shifting with 40% increase in plans expected, new report finds
Defining Value Creation in the Decumulation Phase with Allianz Life’s Danielle Kelso
As retirement plan participants transition from the accumulation phase to decumulation, the focus moves from building wealth to…
Private Equity’s Fast Lane to 401(k)s
Drive to add alternative investments in workplace retirement plans has quickly accelerated in 2025 as regulatory roadblocks fade, but fiduciary concerns persist
2 in 3 Feel ‘On Track’ to Retire at Target Age, But Women, Minorities Face Barriers to Financial Wellness
New Voya research reveals confidence gap in retirement readiness
More Historic Lows for 401(k) Mutual Fund Expense Ratios
New ICI report shows average equity mutual fund expense ratios incurred by participants have fallen by two-thirds since 2000
Principal Partners with FuturePlan to Meet Rising PEP Demands
Adding FuturePlan as the pooled plan provider, 3(16) plan administrator, and TPA for Principal’s largest pooled employer plan went into effect July 1
Surz Releases Book Championing Better, Safer TDFs
“Fixing Target Date Funds” makes his case for why they are broken by exposing near retirees with far too much risk at their target dates
Value of Social Security Bridge Strategy Touted in New BPC Paper
Report highlights how delaying Social Security claiming can enhance retirement security
MissionSquare Adds Income America 5ForLife In-Plan Income Solution
Introduction builds on growing interest and need for guaranteed lifetime income solutions among workplace retirement plan participants