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.
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
Lisa Gomez Joins Employee Ownership Expansion Network Board
Former Department of Labor Assistant Secretary will contribute to EOX’s work expanding access to employee ownership
Trump Signing EO Today Enabling Private 401(k) Investments
Executive order directing DOL and SEC to provide guidance to employers caps months of speculation; alternative assets including real estate and cryptocurrency also included
Marketing Insights Learned, Myths Busted at SWAY | LIVE
A small sampling of the email, video and LinkedIn tips shared with event attendees this week in Milwaukee
Empower Reports 13% Q2 Earnings Increase
Increase credited to expansion across core lines; new launches in private markets, healthcare benefits, and equity compensation
Axios Advisory Group Joins EdgeCo’s AmericanTCS Business Unit
Completed acquisition continues the national expansion of AmericanTCS’s administration, recordkeeping and wealth services
Small Employers Not Taking Advantage of Plan Startup Tax Credits—And That’s a Big Problem
Recent NBER report shows only 5.5% of eligible firms claim SECURE 2.0-expanded tax credit for starting workplace retirement plans
Saver’s Match Could Add $2 Trillion in Retirement Wealth: Morningstar
Model puts dollar figure on total potential gains for Americans at retirement age as result of new program taking effect in 2027
Social Security Cost of Living Adjustment (COLA)
Keep track of the latest changes to Social Security cost-of-living adjustments (COLAs) with insights retirement plan advisors need to guide clients and plan for inflation.