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.
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.
IRI to DOL: Don’t Undermine Annuity Access in 401(k) Plans
Retirement income trade association says scheduled withdrawal of safe harbor rule would disrupt inclusion of lifetime income solutions in workplace retirement plans
How Americans Are Turning Money Stress Into Action
New Empower research finds people spend 4 hours a day thinking about their finances, but it’s spurring real progress for many
401(k) Savers Cut Back on Personal Spending, Not Retirement
Schwab’s annual nationwide survey of 401(k) participants finds retirement confidence dips amid inflation concerns, but few are curbing plan contribution rates