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.
Holiday Weekend Wackiness: Apocalyptic 401k Fears, Anderson Cooper and More
The long Fourth of July holiday weekend is a good time to get away from the usual work-related…
IRS: One Bad Apple Can’t Spoil a 401(k) MEP Bunch
One bad apple shouldn’t spoil the whole bunch. That’s the thinking behind the Treasury Department/IRS’s new proposed regulation…
Social Security: Retirees Lose $3.4 Trillion by Claiming Too Early
Retirees will collectively lose $3.4 trillion (that’s trillion with a “T”) in potential income that they could spend…
Bobby Bonilla Day: Celebrating One of the ‘Greatest Retirement Plans in History’
The first of July is “Bobby Bonilla Day,” informally celebrated to highlight what some call the “greatest retirement…
Done Deal: Principal Closes $1.2B Wells Fargo Retirement Acquisition
In its most recent update on June 17, Principal Financial Group said it expected to close its acquisition…
Retirement Industry Groups Urge Senate to Pass SECURE Act
A broad coalition of retirement and annuity trade groups are calling on the Senate to quickly approve the SECURE Act, but roadblocks remain.
Deferred Annuities as 401(k) Plan Default?
A team of academics is proposing the inclusion of deferred lifetime income annuities (DIAs) as a default in employer-provided 401(k) plans.
‘Financial Confidence’ of Women on Decline
Women financial confidence lags despite rising wealth, education, and empowerment, according to the 2019 Allianz Life study.
Vote ‘No’ on SECURE Act, Small Biz Advocate Urges Senate
Not everybody loves the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019” (H.R. 1994), currently…
Gender Financial Gap Massive in 401k Balances
Lower earnings and lower retirement savings rates have led to a large disparity in the median 401k balances…