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.
Emergency Fund Emergency: Financial Wellness Programs Rush to Aid of Unsaved Workers
There’s been a flood of information recently about Americans’ emergency savings—or perhaps more accurately, their lack thereof. This…
Fixed Indexed Annuities: Record Sales in 2019, Again in 2020?
Fixed indexed annuity sales hit a record in 2019 and may set new highs in 2020, according to recent figures.
401k Participation, Contributions, Diversification All Show Big Gains Over Last 5 Years
More workers than ever are saving more toward their retirement and Millennials are quickly catching up to older…
EBRI Finds Emergency Fund Assistance High on Employers’ Priority List
An employee that can’t cover an unexpected bill probably isn’t contributing to a 401k, right? And until they…
Bloomberg Latest Candidate to Propose Public 401(k) Option
Bloomberg Social Security Plan boosts payouts and adds a public 401(k) to strengthen retirement security for American workers.
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…