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.
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…
New DOL Guidance on Private Equity Adds Flexibility for DC Plans
The U.S. Department of Labor issued important new guidance for 401k plan investment committees on June 3 that…
Schwab Launches Integrated Solution for Advisors to Manage Client HSAs
Charles Schwab has launched integrations with prominent Health Savings Account (HSA) providers Optum Bank and Discovery Benefits LLC,…
10 Big 401(k) Plans Suspending Matching Contributions in 2020
Companies during 2020 known to have suspended their 401(k) matching contributions due to the COVID-19 pandemic.
Lawmaker Blasts Trump Administration’s ‘Unprecedented Interference’ in TSP Operations
Last month, you may remember the Trump Administration successfully putting a halt to a plan to invest billions…
Supreme Court Limits Fiduciary Breach Lawsuits
The U. S. Supreme Court ruled 5-4 Monday that workers can’t accuse pension plan administrators of mismanaging their…
Auto Enrollment in DC Plans Hits 69%, But Could Plateau Soon
The adoption of auto enrollment in defined contribution (DC) plans grew to 69% in 2019, up from 60%…
3 Tips to Make the Most of an Atypical ‘529 Day’
It’s the 29th day of the fifth month of the year—which makes it “529 Day,” or more formally,…
Survey Finds 1 in 3 Saved $0 for Retirement in Past Year
A frightening one in three Americans saved $0 for retirement in the past year according to the May…