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 Key Insights from PwC’s Latest Employee Financial Wellness Survey
Understandably given current events, this year’s PwC Employee Financial Wellness Survey takes a different tone than in prior…
This is How Much Retiring Couples Will Spend on Healthcare
According to a new report by Milliman, a healthy 65-year-old couple retiring in 2020 is projected to spend…
Expand Financial Acquires Dream Forward’s 401(k) Business
Expand Financial Acquisition enhances 401(k) services by integrating Dream Forward’s clients with strong retirement plan consulting.
TSP Board Shakeup Accelerates with Resignation of Chairman
Trump-tinted change is coming soon to the world’s largest defined contribution plan, the U.S. federal government’s Thrift Savings…
Retirement Plan Leakage Vastly Overstated, New ICI Analysis Finds
“Leakage” is almost always bad, but when it comes to retirement plans, it might not be as bad…
Self-Directed 401k Balances Drop 14% in Q1 2020
The average self-directed brokerage account balance finished Q1 2020 at $252,675, down 6% year-over-year and down 14% from…
Groups Urge Congress to Cut Regulatory Barriers to RILAs
Registered Index-Linked Annuity sales rise as market demand grows, offering retirement investors protection and growth options.
DOL Allowing Private Equity in 401ks Draws Mixed Reaction
The Department of Labor’s June 3 Information Letter that opens the door for 401ks to include private equity…
DOJ, Stockholders Approve $26 Billion Schwab-TD Ameritrade Merger
Major hurdles were cleared in the Charles Schwab/TD Ameritrade merger on Thursday, bringing the possibility of a combined…
Bankrate: 31 Million Americans will Raid Retirement Funds During Pandemic
Thirty-one million, or more than a quarter (27%) of working or recently unemployed adults with retirement savings, have…