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.
Potential Social Security Cuts Weigh Heavily on Advisors, Clients
Nearly half of financial advisors (46%) are worried about the Social Security program drastically cutting their older clients’…
How a Silicon Valley Startup Aims to Disrupt the 401(k) Provider Market
A Silicon Valley tech startup is preparing to take aim at traditional 401(k) plan providers after announcing the…
401(k) Participation Rate Spikes as Workers Get Older
ICI study finds lack of participation by young workers skews overall 401(k) participation rate stats, leading to misperceptions about retirement preparedness.
High Anxiety: Americans Confronted by a Looming Retirement Income Shortfall
You might remember that the World Economic Forum recently estimated that 65-year-old Americans could outlive their retirement savings…
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…