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.
Assets in Advised SDBAs Nearly Double that of Non-Advised Accounts
Retirement plan participants with self-directed brokerage accounts (SDBAs) who work with a financial advisor had an average plan…
ACA Not Prompting Earlier Retirements, Study Finds
ACA impact on retirement finds no early exits from work, as older Americans keep working despite increased health coverage.
SEC Charges Advisor Firm, Principals with Defrauding Retired NFL Players
In an extreme case of unsportsmanlike conduct, a former RIA and an attorney who represented a group of…
MIA: Clear Guidance About Missing 401(k) Participants
With the Department of Labor by all accounts stepping up a national audit campaign targeting 401(k) plans with…
‘Gamifying’ the Financial Wellness Process: BrightPlan’s New Coach
Planning and saving for retirement isn’t a game, but that doesn’t mean using a “coach” can’t help employees…
Case Study: Town’s Change from DB to DC Plan Having Desired Effect
How about a quick case study on a charming little seaside town that recently switched from a defined…
Top Goal of 401(k) Money Movers: Simplify Finances
The top reason investors say they move money from 401(k) plans and other accounts is to “simplify their…
SECURE Act Stall: 2 Reasons it’s Still Stuck in the Senate
The House of Representatives passed the SECURE Act by a near-unanimous 417-3 vote back in May. But three…
Weekend Random Notes: CEO Pay, BlackRock’s Big Deal and More
It’s the weekend, and a good time to take a closer look at some recent newsworthy developments that…
3 in 10 Have Increased 401(k) Contribution Rates in 2019
About 3 in 10 working Americans (29%) have boosted their 401(k) contribution rate in 2019, while nearly half…