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.
4 Steps to More Effective 401k Plan Participation: Excel 401(k) Conference
Back in 2011, advisor Brad Arends was frustrated that one of his oldest and largest clients would not…
Why Advisors Need to Be Proactive: Excel 401(k) Conference
What do plan sponsors really think of the advisor community? Meghan Jacobson, CFA, Head of J.P. Morgan U.S.…
Time to Look Beyond Financial Wellness: Excel 401(k) Conference
It’s time to think beyond “financial wellness,” says Jania Stout of Fiduciary Plan Advisors. During her breakout session…
Hourihan Challenges Excel 401(k) Crowd to Modernize Their Marketing
Attendees at Rebecca Hourihan’s Monday morning breakout session at Excel 401(k) Conference in Dallas were challenged to take…
5 Random Notes on Saving (Or Not) for Retirement
When you are constantly scanning the internet for information and news about 401(k)s and retirement readiness, you come…
‘Transcreation’ Helps Expand Hispanic Worker Retirement Savings Program
We’ve got your word of the day: “Transcreation.” That’s a technique helping Principal Financial Group expand its culturally…
DOL Releases Proposed Retirement Plan Electronic Disclosure Rule
The U.S. Department of Labor announced a proposed rule on October 22, 2019 to allow retirement plan disclosures…
Help Form the Open MEPs Rule: IRS Seeking Input for Dec. 11 Hearing
If you have something to say about the IRS proposed rule on Multiple Employer Plans, speak soon or…
How Student Loan Debt Hampers 401k Saving… And What’s Being Done About It
Americans have now piled up $1.5 trillion in student loan debt, and it’s having a huge impact on…
Envisioning ‘Ideal Retirement’ Helps Participants Save More
As we approach National Retirement Security Week, Oct. 20-26, Lincoln Financial Group has released new research that shows…