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.
Retirement Icon Kevin Crain Joins OpenArc as Firm Pushes Benefits-Wealth Convergence
Former Bank of America exec and current IRIC leader will help guide OpenArc’s focus on client-centric growth and thought leadership efforts
Edward Jones Steps Up Retirement Plan Game with New Partners, Products
Firm broadening its workplace retirement plan offerings with new recordkeeping and retirement plan solutions from J.P. Morgan Asset Management and T. Rowe Price, while also enhancing capabilities through existing provider relationships
Senators Call for Urgent Action to Address Social Security Solvency
As a new awareness campaign launches saying “Social Security is on the Ballot,” four senior senators issue bipartisan statement saying Congress can’t delay any longer in dealing with the crisis
The Costly Financial Stress of the ‘Deskless’ Worker
New Financial Finesse research finds deskless workers experience higher financial stress levels than office-based employees, but accessible financial wellness support turns the tide
Fidelity Expanding TDF Lineup with Addition of Guaranteed Income Solution by Early 2027
New Fidelity Freedom Lifetime series will combine company’s target-date investing expertise with a guaranteed income option backed by Nationwide and New York Life
U.S. Adds World-Most 736,000 Millionaires in 2025: Capgemini
Strong AI-fueled equity market gains helped drive a 9.2% increase in the U.S. high-net-worth population according to Capgemini’s World Wealth Report 2026
2026 Social Security Trustees Report Moves Insolvency to 2032
Report dropped this morning projects the retirement trust fund will be depleted in Q4 2032, triggering an automatic 22% reduction in benefits absent congressional action and intensifying calls for bipartisan reforms
Alliant Bets on Retirement-Wealth Convergence with New Advisory Platform
Led by industry veteran Amit Dogra, Retirement & Wealth at Alliant seeks to unite retirement plan consulting and wealth management capabilities while leveraging the firm's $26 billion retirement advisory footprint
Social Security Insolvency Could Trigger $500 Average Monthly Benefit Cut by 2032
New analysis from the Committee for a Responsible Federal Budget estimates trust fund exhaustion would slash monthly Social Security benefits by 24%
Voya Launches Multi-Manager Alternative CITs for Defined Contribution Plans
New collective investment trusts designed to give DC investors access to private market strategies while reducing manager concentration risk and providing fiduciary-focused oversight