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.
IRS Bumps 2020 401(k) Contribution Limit to $19,500
The IRS announced Wednesday that the 2020 401(k) contribution limit will increase by $500, to $19,500 and the catch-up limit will also increase by $500.
McConnell Gets Yet Another Nudge on SECURE Act
SECURE Act supporters urge McConnell to allow a Senate vote on bipartisan retirement reforms stalled despite widespread support.
New Course Focuses on How to Design a Successful DC Plan
A comprehensive new online course, “Designing a Successful Defined Contribution Plan,” has just been launched by Fiduciary Education.
OregonSaves Could Cut National Retirement Savings Deficit 12%, EBRI Says
What if OregonSaves were a national program? That’s a question the Employee Benefit Research Institute (EBRI) posed in…
Industries with the Most, Least Financially Stressed Employees
According to a recent survey of more than 10,000 U.S. employees by Salary Finance, a financial wellness platform…
Timing is Everything in Retirement Planning
Everyone knows that at a certain point—many would say the sooner the better—people need to start planning for…
A Nightmare on 401(k) Street: Spooky Retirement Facts
Scary retirement facts reveal savings gaps and debt fears. Learn how to avoid financial nightmares and secure your future.
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…