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.
RIAs Top-of-Mind in SEC’s Just-Released 2020 Exam Priorities
The Securities and Exchange Commission’s Office of Compliance Inspections and Examinations (OCIE) today announced its 2020 examination priorities,…
Retirement Issues Rank High Among Financial ‘Faux Pas’
Not saving enough or waiting too long to start saving for retirement is among the worst financial faux pas according to a new Financial Wellness Survey.
Nine 401(k) Mistakes Many Boomers Make
We’re not going to use the so-2019 catchphrase Millennials overused to shrug their shoulders at Boomers, but it…
‘Stretched’ Out: Adjusting to SECURE Act’s New 10-Year Rule
As of January 1, 2020, the “Stretch IRA” is officially dead as an estate planning tool as a…
Big ‘Best Practice’ Story of 2019—Top Ranked 401(k) Plans
Who’s doing it right? MONEY’s rankings of “401(k) superstars”—companies that offer workers top-rated plans in various industries—caught our…
Resolutions, Bonuses and Billionaires: Closing out 2019
Got your New Year’s Resolutions ready to share at the party Tuesday night? Did you get that nice…
RMD Age Jumps to 72 in 2020 After SECURE Act
The SECURE Act increases the required minimum distribution (RMD) age from 70½ to 72 on Jan. 1; here’s what plan sponsors will need to address.
The Biggest 401(k) Regulation Story of 2019
Surprisingly, the top regulation story of 2019 was not the SECURE Act, but rather a sibling bill, the…
What SECURE Act’s Annuity, Open MEP Provisions Mean for Advisors
Big changes are coming to 401(k) plans in 2020 thanks to last week’s whirlwind passage of the SECURE…
SECURE Act Awaits Trump’s Signature
SECURE Act passage moves forward as Senate and House approve the landmark retirement reform, awaiting President Trump's signature.