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.
Open MEPs Could Boom if SECURE Act Passes
If the SECURE Act passes, the provision that would allow open Multiple Employer Plans (MEPs) could be a game-changer for the retirement plan industry.
Ted Cruz Blocks SECURE Act
After the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) passed in the House on May…
401(k) Financial Wellness Programs Set Employers Apart
A new Morgan Stanley study found many employees are struggling financially and would take advantage of a financial wellness program.
Small Biz Warms Up to Retirement Plans
The call for more small businesses to offer retirement plans for their employees is being answered, according to…
Concerns Over SECURE Act Annuity, Stretch IRA Provisions
The retirement reform-focused SECURE Act (H.R. 1994) has an unusual level of bipartisan support, as evidenced by the…
Public Pensions Rebound in Q1 2019
New Milliman study shows the largest U.S. public pension plans saw a $185 billion jump in funding in Q1 2019, largely due to stellar investment gains.
IRS Announces HSA Contribution Limits for 2020
IRS confirms HSA annual contribution limits will increase $50 to $3,550 for self-only coverage and by $100 to $7,100 for family coverage for 2020.
Senators Booker, Young Reintroduce Federal Retirement Commission Act
Buried in the wake of the House of Representatives passing the SECURE Act on May 14 was the…
National 529 Day: States Aim to Boost Awareness
It’s May 29, which means it’s “529 Day,” or more formally, National 529 College Savings Plan Day—a new…
Plan Participants Rank Top 401(k) Providers
Charles Schwab, Bank of America and Fidelity Investments topped the respective large-, medium- and small-sized 401k plan participant…