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.
6 Key COVID-19 Considerations for DC Plan Fiduciaries
ERISA fiduciary COVID-19 process steps include reviewing investments, fraud safeguards, and participant education for compliance.
No Social Security COLA Increase Likely for 2021
Social Security COLA 2021 may bring no increase, as The Senior Citizens League warns retirees of reduced buying power and deflation risks.
Pandemic Impact on Retirement Planning: Participants Stay the Course
Virtual panel hosted by J|Connelly reveals 401(k) participants remain steady with their plans, despite the pandemic's challenges.
DOL Finalizes Electronic Disclosure Rule for Retirement Plans
The U.S. Department of Labor today announced publication of a final rule that permits default electronic delivery of…
Divorce, Job Loss Drive Early Withdrawal from 401ks
Divorce—not buying granite countertops for a remodel—is what drives people to withdraw from their 401k accounts well before…
Startup 401k Provider Growing in Spite of COVID-19 Pandemic
In response to “strong customer demand” in spite of the COVID-19 crisis, Human Interest, a startup 401k provider…
Most and Least Expensive States for Retirement 2020
A look at the five most and least expensive states for a comfortable retirement, as ranked by howmuch.net, show Hawaii and Mississippi at the extremes.
Survey: Half of Americans Have or Will Tap into Retirement During Pandemic
A new survey found that three in 10 Americans have already dipped into their 401(k)s or other retirement…
New Advisor Resources Highlight Key CIT 401(k) Advantages
Key CIT 401(k) advantages are explained in a new webinar and white paper from Wilmington Trust, MFS Investment Management and Retirement Law Group.
Final Countdown to Reg BI
Reg BI is almost here. Are you ready? Because the new rule’s entire compliance process will require well-thought-out…