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.
NAIC Approves Best Interest Model Regulation for Annuity Sales
The National Association of Insurance Commissioners (NAIC) gave final approval Feb. 13 to a revised model regulation that…
401(k) Millionaire Ranks Grow Again in Q4 2019
The number of 401(k) millionaires continues to grow, reaching record levels at the end of 2019 according to…
RIA M&A Decade in Review (and 2020-2029 Preview)
Succession Resource Group released its 10-year retrospective look at the state of the mergers and acquisitions for independent RIAs and advisors.
2020 Fi360 Conference: Reg BI, ESG Investing Lead Agenda
A deep dive into ESG investing, the latest on Reg BI, and a keynote from “Queer Eye’s” Karamo…
Bank of America to Merge Workplace Financial Benefits with Banking, Investing Tools
Bank of America today announced the launch of Financial Life Benefits, a suite of workplace benefits and solutions…
5 Companies with Generous 401(k) Plans
Explore the best 401(k) plans from top U.S. companies like Amgen, Boeing, and more, with high matches and generous contributions.
High Anxiety: Pre-Retirees Financially Stressed About Impending Transition
Most people within five years of retirement are pretty stressed out about it, according to brand new research…
Fi360 Launches Reg BI Training in Advance of June Implementation
While several states and a network of investment advisers have lobbed legal challenges toward the SEC’s looming new…
Trump Touts 401(k) Growth in State of the Union
President Donald Trump gave a nod to the success of 401(k)s as he hailed the “Great American Comeback”…
How to Resist 401(k) Hardship Withdrawals
Just because 401(k) plan participants can easily take a hardship withdrawal today doesn’t mean they should, of course.…