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.
Surz Releases Book Championing Better, Safer TDFs
“Fixing Target Date Funds” makes his case for why they are broken by exposing near retirees with far too much risk at their target dates
Value of Social Security Bridge Strategy Touted in New BPC Paper
Report highlights how delaying Social Security claiming can enhance retirement security
MissionSquare Adds Income America 5ForLife In-Plan Income Solution
Introduction builds on growing interest and need for guaranteed lifetime income solutions among workplace retirement plan participants
2026 Social Security COLA Forecast Rises Again as Trump Tariffs Fuel Inflation
Current predictions for 2026 cost of living adjustment now up to 2.6% and 2.7%; larger Medicare Part B premium increase expected eat up most or all of it
$1.3 Million Needed to Retire Comfortably, Say Workplace Retirement Plan Participants
Schroder’s survey finds only 30% of participants think they’ll hit the million-dollar mark before retiring
Blue Owl Entering 401(k) Market in Collaboration with Voya
Strategic partnership to develop private markets investment products for defined contribution plans, starting with CITs in managed accounts and TDFs
2025’s Most Expensive Retirement Towns: 2 States Dominate List
New rankings from GOBankingRates feature plenty of ritzy retirement towns in one West Coast state and one Southeast state
LeafHouse, Capital Group Team Up for Customized TDF Solution
“Target Date Plus powered by LeafHouse” a data-driven personalization service designed to improve retirement outcomes for working Americans
How Much Americans Need to Feel ‘Financially Comfortable’ in 2025
Up from last year, but still down from 2023 according to Schwab’s 2025 Modern Wealth SurveyHow Much Americans Need to Feel ‘Financially Comfortable’ in 2025
401(k) Participants Want In-Plan Access to Private Assets: Empower
New research shows more than 7 in 10 Americans want access that wealthy and institutional investors have long enjoyed