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.
Asset Location in Managed Portfolios: Don’t Leave Free Lunch on the Table
New Morningstar research details how proper asset location can save meaningful dollars during decumulation without cutting spending or adding risk
A Third of Fidelity 401(k)s Have Adopted Auto Portability
Fidelity’s Q3 2025 Retirement Trends Report also shows rising interest in Roths, record-high average account balances
Paychex Launches AI Alerts to Give Advisors Real-Time Participant Insights
Alerts hit when retirement plan participants hit key data or work/life milestones
Nestimate Introduces TDF Analyzer
Patent-pending TDF IQ brings income-focused due diligence to retirement plans
SEC Releases 2026 Exam Priorities
15-page document puts emphasis on fiduciary compliance, private markets, cybersecurity, and oversight of emerging technologies; drops specific emphasis on cryptocurrency
2026 Medicare Part B Increase to Eat Up Much of Social Security COLA Raise
CMS announces official increases in premiums, deductibles and copayments
Bold Reforms Needed to Close ‘Guarantee Gap’ Jeopardizing Retirement Security
TIAA maps out reforms, convenes FUTUREWISE conference to spotlight solutions
Mutual Fund Ownership on the Rise, and Mostly Within 401(k)s
New ICI reports show mutual funds a key driver of expanding pool of middle-class investors
BofA Launches ‘401k Pay’ Digital Solution for Retirement Income
New resource available Nov. 17 focused on converting 401(k) account assets into retirement income
IRS Announces 2026 401(k) Contribution Limit Increases to $24,500; IRA Limit Up to $7,500
Full official retirement plan contribution limits for next year released today in Notice 2025-67