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.
ERISA Litigation Reform Act Heads to House Committee Markup
Bill seeking to curb “meritless” lawsuits one of seven to be amended and debated Tuesday morning by House Committee on Education and Workforce
Transamerica Launches AI-Powered ‘Pearl’ to Speed Retirement Plan Rollovers
New virtual assistant combines AI, data, and human support to help participants consolidate retirement accounts in days instead of weeks
15 States with Most, 5 States with Least Retirement Savings
New SmartAsset analysis finds wide state-by-state gap in average savings and utilization of tax-advantaged retirement accounts
DOL Lets Biden-Era Fiduciary Rule Die in Court
Soon-to-be-vacated 2024 “Retirement Security Rule” effort could be replaced by a new Labor Department proposal as early as May 2026
Franklin Templeton Adds Private Markets Option to Target-Date Series
New “Retirement Advantage Plus Funds” bring modest allocations to private real estate and private credit to 401(k) target-date portfolios
Employers Account for More than One-Third of 401(k) Contributions
New research from ICI and ISS MI shows large plan employer contributions at all-time high
Target Date Fund Assets Surge to $4.8T as CITs Gain Market Share
Morningstar’s 2026 Target Date Fund Landscape report finds continued dominance of TDFs, falling fees for investors, and growing use of CITs as plan sponsors seek lower-cost retirement defaults
RCH Issues Vision for Retirement System Digital Clearinghouse
Modeled on the Auto Portability Network, whitepaper authors say clearinghouse with four major network services would reduce cashouts and stranded or inactive accounts
Latest 2027 Social Security COLA Forecast Holds at 2.8%
February CPI data keeps TSCL estimate unchanged, though analysts warn recent spike in energy costs will likely push projections higher
OneDigital’s Secure Future PEP Goes National
Milestone reflects both the strength of the $600 million Pooled Employer Plan and increasing demand among employers and advisors