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.
A 401(k) Plan as a Holiday Bonus?
Holiday 401k Bonus: ShareBuilder 401k waives setup fees through Dec 22, helping small businesses give employees lasting benefits.
Annuity Providers Gain Access to Retirement Market Through New Deal
Insurance companies American Equity and Eagle Life will make annuity products available to 401k advisors through a new…
Pandemic Forcing 29% of 401(k) Participants to Ponder Early Withdrawals
A pandemic-high 29% of 401(k) plan participants are now planning to withdraw early from their account to pay…
What’s Behind ‘SECURE 2.0’ Provision to Boost RMD Age to 75?
One of the most consequential provisions of the bipartisan retirement reform legislation “Securing a Strong Retirement Act of…
Americans Pessimistic About Congress’ Urgency to ‘Fix’ Social Security
A new survey conducted right after the Nov. 3 presidential election found most Americans think Social Security would…
401(k) Advisors Working Overtime to Guide Existing Clients Through Pandemic
Sometimes it’s hard to think about generating new business when you’re focused on servicing existing clients. As new…
First Advisor-Focused Behavioral Finance Designation Debuts
We’re big believers in the merits of behavioral finance here at 401k Specialist, so we were intrigued to…
Millennials, Gen Z Fear Long-Lasting Negative Financial Impact from Pandemic
New Georgetown survey finds one in four young adults say the pandemic will have a long-lasting negative financial impact on them financially.
How Self-Directed 401(k)s Performed in Q3
The third quarter was a solid one for self-directed 401(k) accounts according to Charles Schwab’s latest SDBA Indicators…
DAiM Launches ‘First ERISA-Compliant’ Bitcoin 401(k) Plan
Newport Beach, Calif.-based asset manager Digital Asset Investment Management (DAiM), which bills itself as the first licensed Registered…