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 Industry Committee Proposes Major 401(k) Reforms
The 401(k) needs a facelift, according to an industry group that advocates exclusively for large employer plan sponsors.…
March 9, 2020
Bernie vs. Biden: Retirement Plan Proposals
Now that the race for the Democratic presidential nomination is down to Bernie Sanders vs. Joe Biden, we compare their views on 401(k) issues.
March 6, 2020
Schlichter Wins $12 Million Settlement in Oracle 401k Case
Looks like famed retirement plan litigator Jerry Schlichter has done it again. A $12 million settlement has been…
March 5, 2020
By Default: DC Plan Adoption of Auto Features Still Rising
Nowadays, employees have to “opt out” more than they have to “opt in” when it comes to company…
March 5, 2020
Coronavirus Leads Clients to Contact Retirement Advisors, but Most Stay the Course
About two in three advisors say their clients have been more apt to reach out to them due…
March 4, 2020
Strong finish to 2019 for Self-Directed 401(k) Investors
According to Charles Schwab’s SDBA Indicators Report, an industry-leading benchmark on retirement plan participant investment activity within self-directed…
March 4, 2020
Got $1 Million for Retirement? Move Here, Not There
If you have 401k plan participants who plan on retiring when they hit that old “magic number” of…
March 3, 2020
Sanders Bill Seeks to Limit Executive Retirement Plans
Executive retirement plans are the latest tax break for the wealthy to draw the attention of Bernie Sanders.…
March 2, 2020
Expanding 401k Access Highlights IRI’s 2020 Advocacy ‘Blueprint’
“Expand opportunities to save for retirement by enhancing access to, and features of, workplace retirement plans” is the…
March 2, 2020
SECURE Act Impact: 3% Reduction in Retirement Deficit?
SECURE Act Impact boosts retirement savings, cutting deficits up to 10% for U.S. workers, especially at smaller employers.
February 28, 2020
