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.
DOL Wants Your Input on Open 401(k) MEPs
Open MEPs DOL Comments are open now. Share your views with the Department of Labor before the deadline for rulemaking input.
Recordkeeper Merger: PCS Retirement Acquires Aspire Financial Services
A pair of retirement plan services providers announced this week they are combining forces, as Philadelphia-based PCS Retirement,…
Here’s Where Plan Sponsors and Participants are Not on Same Page
Plan sponsors and plan participants agree that debt is a primary challenge to saving for retirement, but have…
RIA Workforce Getting Younger
The average age of the RIA workforce is trending younger and investing for the future according to new FA Insight research from TD Ameritrade Institutional.
CFP Board to Create Task Force to ‘Strengthen and Modernize’ Enforcement
In the wake of a scathing July 29 Wall Street Journal article by Jason Zweig, the Board of Directors…
Self-Employed in Retirement Planning Denial?
Retirement is on the back burner for a majority of the self-employed population, and most aren’t utilizing tax-advantaged…
Solve the Pressing Problems Before Retirement Planning: Outcomes 2019 Conference
Sometimes retirement planning doesn’t—and shouldn’t—come first for employees. This is a reality Alex Assaley of AFS 401(k) Retirement…
2 Key Introductory Financial Wellness Conversation Questions
“Who is your 401k with?” and “What does your financial wellness program look like?” These are the two…
Advisors Need to Own the HSA Conversation: Outcomes 2019 Conference
Advisors in the 401k space need to “own” the HSA conversation or risk playing second fiddle to employee…
Participant Success Comes One at a Time: Outcomes 2019 Conference
Tom Kmak says the current state of annual plan reviews is a complicated mess that hinders participant success.…