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.
5 Least and Most Expensive States for ‘Retiring Comfortably’
Yet another iteration of “best and worst states to retire” is out, and this one focuses on ranking…
IRS Deadline to Return Unwanted 2020 RMDs Fast Approaching
Time is running out for retirement account holders to roll back any unwanted required minimum distributions (RMDs) they…
Fake Fiduciary Rule Comments Spur Senators to Question DOL’s Scalia
A trio of Senators recently sent a letter to Secretary of Labor Eugene Scalia pressing him to outline…
401(k) Millionaire Ranks Rebound in Q2
COVID-19 be damned, the numbers of 401(k) millionaires are back up near record highs according to second-quarter data from Fidelity.
3 Things Participants Want More of from 401(k)s
The 8th annual survey of retirement plan participants from American Century Investments unearthed some interesting nuggets of insight,…
How to Help Older Workers at Risk of Forced Retirement
The latest Older Workers Report finds half of older unemployed workers at risk of involuntary retirement, but there are ways to fix the issue
Half of 401k Plan Sponsors Want Help Understanding CARES Act
While eight in 10 plan sponsors say they are familiar with retirement plan provisions of the CARES Act,…
Kamala Harris Tabbed as Biden’s Running Mate
Joe Biden tabbed Kamala Harris as his running mate Tuesday, ending speculation about the pick as the Democratic Convention looms next week.
Will Trump’s Payroll Tax Deferral Fly?
When President Donald Trump signed those four executive actions from his private golf club in Bedminster, N.J. on…
Principal, Wells Fargo IRT Integration Progressing Despite COVID Challenges
Principal Financial Group today announced marked progress in the integration of the Wells Fargo Institutional Retirement & Trust…