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.
TIAA, Nuveen Reach 1,000-Employer Milestone with Lifetime Income TDFs
Announcement comes as new Sway report shows adoption quickly accelerating
21% Rise in 2025 Tip Target Date Assets Past $5 Trillion Mark
Sway Research’s State of the Target-Date Market: Year-end 2025 report shows income target date assets experiencing rapid growth
TSP Bill Seeks to Prevent Fund from Investing in China
Recently introduced House companion legislation focused on keeping Thrift Savings Plan monies from being invested in “countries of concern”
ESOP Participation Up 8% in Past Decade as DOL Expands Employee Ownership Push
New Department of Labor report shows rising Employee Stock Ownership Plan participation, worker ownership growth
How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson
Lessons from ERISA Expert Witness Eric Dyson on how to reduce fiduciary risk and be better prepared if the Department of Labor comes calling.
Trump Accounts Not Subject to ERISA: Industry Wants Certainty
In comments to Treasury and the IRS, organizations sound off on how the new accounts can be implemented efficiently
Stifel 401(k) Plan Subject of New $134 Million ERISA Case Over Fund Performance
Similar to recent filing against Blomberg’s 401(k), suit from Sanford Heisler Sharp McKnight alleges Stifel breached fiduciary duties by retaining underperforming funds for over a decade
How Not to Get Sued 2026: Part 2
High-profile ERISA attorneys—including the ones doing most of the suing—sound off on why 401(k)s become targets and what can be done to lower a plan’s litigation exposure
How Not to Get Sued in 2026: Part 1
High-profile ERISA attorneys—including the ones doing most of the suing—sound off on why 401(k)s become targets and what can be done to lower a plan’s litigation exposure
How Not to Get Sued: A 401(k) Specialist Deep Dive
Last Updated: March 2, 2026 Excessive fee claims. Forfeiture lawsuits. Voluntary benefits scrutiny. ERISA litigation isn’t slowing down.…