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.
Employees Now Most Concerned About Financial Health, Study Finds
More than half (52%) of U.S. employees are most concerned with their financial health in the wake of…
CFP Board Postpones July Exam
CFP exam September 2020 postponed by CFP Board for candidate safety amid COVID-19, with new testing dates announced.
Few DC Plan Participants Withdrew Funds in 2019, ICI Finds
Only 3.9% of defined contribution plan participants withdrew money from their accounts in 2019, according to the Investment Company Institute.
EBSA Issues New CARES Act 401(k) Guidance
Further federal guidance regarding deadline relief for 401(k) plans impacted by CARES Act changes is here. The Employee…
Munnell Calls for Post-Crisis Action to Stabilize Social Security Finances
Social Security is once again proving its worth during the coronavirus pandemic, continuing to provide steady income to…
Advisor Contingency Plans in Vogue Because of COVID-19
A global pandemic is not a good time for an advisor to be without a contingency plan for…
Caught by Surprise: Crisis Curtails Americans’ Retirement Saving
Pardon the expression, but Americans were largely caught with their financial pants down as the coronavirus pandemic quickly…
Most Consumers Still Baffled by Annuities
New quiz from Secure Retirement Institute shows majority of consumers are still baffled by annuities, which now have an easier path into retirement plans.
3 in 10 Americans Have Recently Tapped Emergency Funds
“Smoke ’em if you got ’em,” the saying goes, and many Americans are doing just that when it…
‘CARES 2’ Could Include More RMD Relief
RMD relief in next stimulus could ease required withdrawals. See what Congress may change and how it could affect 401k and IRA savers.