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.
Group Issues Framework for Daily Valuation of Alternative Assets in 401(k)s
When the Department of Labor confirmed that 401(k) plans may include private equity investments back in June 2020, there…
‘Save to Retire’ Day Centers 2021 America Saves Week
America Saves Week 2021, running Feb. 22-26, features “Save to Retire” as its theme for Wednesday to help people plan for retirement.
What Stock Market Run? Half of Retirees Have Not Recovered from Pandemic
Despite the stock market reaching record highs, an alarming number of retirees say their retirement account balances had…
While Politically Divided, Americans United in Fear of Affording Retirement
Everyone knows how politically divided the country is these days, but Americans can agree on some things: The…
Callan DC Survey Finds Large Plans Unlikely to Join MEPs/PEPs
Three-quarters (76%) of defined contribution plans are very unlikely to join a multi-employer plan (MEP) or pooled employer…
Fidelity: Retirement Balances (and 401k Millionaires) Hit Record Levels in 2020
Despite ongoing economic uncertainty, Fidelity Investments reports today that individual contributions to all three retirement account platforms remained…
Nearly Half Say Pandemic Has Eroded Ability to Save for Retirement
Close to half of American workers say the COVID-19 outbreak has had a negative impact on their ability…
9% of 401k Participants Took a CARES Act Distribution in 2020
With 2020 now (thankfully) disappearing in the rearview mirror, we’re starting to get a better look at how…
7 Changes to 401k Plan Design Driven by Behavioral Finance
A new whitepaper from behavioral economist Dr. Shlomo Benartzi details some specific ways plan sponsors can help employees…
How (and Why) Betterment Built a Climate-Focused Portfolio
On Feb. 1, 2021, Boris Khentov, senior vice president of operations at New York City-based robo-advisor Betterment, wrote…