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.
Why Excluding 401(k) Assets From ‘Accredited Investor’ Rule Would Be Unjust
As bills to expand definition sit in Senate, new research argues qualified retirement assets belong in net worth calculations
Kodak Terminates Overfunded Pension Plan to Pay Down Debt; Replaces It with Cash Balance Plan
Move a key to keeping the pioneering photographic and imaging company in business
Borzi Sounds Alarm on Trump’s 401(k) Alternatives Order
Former EBSA head says offering private assets in DC plan investment lineups may expose fiduciaries to a range of potential ERISA liabilities
Scottsdale CEO Indicted for Embezzling from Retirement and Health Plans
James Vincent Campbell accused of making 135 unauthorized withdrawals topping $2.4 million to fund exotic hunting trips and more
2025 ‘401(k) Champion’ Essay Contest Deadline Fast Approaching
Three plan participant winners will earn national recognition and a cash prize
Social Security at 90: Poll Finds 83% Say Program’s Challenges Need to be ‘Top Priority’
Bipartisan Policy Center finds Americans want Congress to tackle fiscal woes now as insolvency looms within a decade
Social Security Turns 90: Still Popular, Still Under Pressure
Beloved entitlement program faces steep fiscal challenges to keep its promise, but NIRS’ Dan Doonan says it’s a promise worth keeping as 90th anniversary arrives
DOL Rescinds Biden-Era Guidance Discouraging Use of Alts in 401(k)s
First move comes just 5 days after Trump’s Executive Order
Schumer Introducing New Legislation to ‘Protect’ Social Security
New bill will attempt to counter DOGE, GOP “cuts” to program; SSA says technological improvements have enabled “substantial progress” in service delivery outcomes
Trump: Regulatory Overreach, Opportunistic Lawsuits Have Stifled Investment Innovation
Thursday’s Executive Order shares president’s reasoning for wanting to lower barriers for including alternative assets in 401(k)s