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.
Millennials, Gen Z Saving for Retirement, But…
A new survey from a technology-led 401k provider Betterment for Business found that Millennials and Gen Z understand…
Coronavirus Leads FINRA to Push Business Continuity Plan Prep
Coronavirus seems to be impacting everything, which is why broker-dealer industry self-regulator FINRA is encouraging member firms to…
Public Retirement Research Lab Debuts as Resource for Public DC Plans
In an effort to address the problem that national benchmark for public sector defined contribution plans has not…
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.…
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.
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…
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…
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…
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…
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…