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.
SECURE Act Allows 529 Plans to Repay (Some) Student Loan Debt
One reason many people can’t contribute as much as they’d like—or should—to their 401k is they have competing…
Millennials Falling Behind on Retirement Savings?
Millennials’ retirement expectations are similar to previous generations—they hope to retire with adequate income that will last. No…
Americans Know They Need to Do Better With Savings Goals
New Edward Jones survey shows how badly Americans struggle with short-term and long-term savings goals, and how they can improve.
Alarming Number of Retirees Rely Solely on Social Security
A new report finds that a large portion—40%—of older Americans rely only on Social Security income in retirement.…
Group Urges Massachusetts to Wait on Fiduciary Standard
Massachusetts consumers stand to lose access to vital retirement planning and other financial advice under a proposed state…
6 Lesser-Known SECURE Act Provisions Impacting 401ks
While the major changes resulting from the SECURE Act’s annuities, RMD and open MEPs provisions—plus the elimination of…
Financial Wellness Benefits Poised for Big Growth in 2020
Financial well-being benefits are growing as companies expand offerings to support employees with debt, healthcare, and retirement planning.
2020 Plan Sponsor Focus: Fees, Participant Communication
For the fourth year in a row, plan sponsors ranked “reviewing plan fees” as the most important step…
Average 401(k) Savings Rate Hits New High
American workers are saving a higher percentage of their compensation than ever in their 401(k)s (or “409ks” as…
2020 NAPA 401(k) Summit Adds 3 SECURE Act-Focused Sessions
With the SECURE Act—and its nearly 30 provisions that directly impact retirement plans—now law, there is a palpable…