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.
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…
SECURE Act Sails Through House
SECURE Act passes House with strong bipartisan support, aiming to boost retirement savings and security for American workers.
Forecast Sunny for U.S. Financial Wellness Market
The U.S. financial wellness market is expected to grow 13% annually by 2024, thanks to a Millennial-fueled surge in demand.
Senators Show 401(k)s Some Love on Capitol Hill
401(k) plans are getting a lot of love from Senators on Capitol Hill, as they state their cases…
A Decade After Financial Crisis, Americans Cautious But Optimistic
It’s now been over 10 years since the financial crisis of 2008 wreaked havoc on the financial situations…
5 Costs Taking Biggest Share of Retiree Budgets
Housing tops the list of the top 5 expenses for the 65-and-older retiree crowd, according to the a new analysis of federal data.
Strong Market Helps Self-Directed 401(k)s Rebound
The markets bouncing back from the sharp losses experienced at the end of 2018 helped the average self-directed…
New Standards Guidance Available for ‘Fee-Only’ CFPs
CFP Board this week issued a new guidance document to assist fee-only CFP professionals in complying with the revised Code & Standards.