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.
Key Findings from Schwab’s Latest RIA Compensation Report
Compensation costs make up nearly three-quarters (74%) of the typical RIA firm’s expenses, and median cash compensation at…
Financial Situations in 2020 Stressed Out Most Employees
eMoney Financial Wellness Survey shows financial situations caused employees the most stress in 2020 as a result of the COVID-19 pandemic.
New Public Sector DC Plan Database Bears First Fruit
Inaugural Public Retirement Research Lab report reveals initial look at account balances, contributions, loans, asset allocation
First-Ever ESG Option Available in a Fixed Index Annuity
ESG Fixed Index Annuity offers sustainable investing with growth potential through BlackRock, RetireOne, and Midland National.
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…