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.
New Bill Means Major Increase in RMD Age
Four-and-a-half years is pretty significant in your 70s, but that’s how much longer seniors could wait to take…
‘Next-Gen’ 401(k) Plan Package for SMBs Debuts
Principal introduces Principal IMPACT, an easy-to-administrate 401(k) plan package designed specifically to meet the needs of SMBs.
Helping Trump Make Informed Decisions a Top Priority for John Kelly: SALT 2019
You’ve got to hand it Anthony Scaramucci for inviting General John F. Kelly to Las Vegas. There’s not…
Lightning Round: Republican Strategists Look Toward 2020
Republican leaders 2020 insights reveal predictions on Trump’s possible opponents, with Biden and Sanders leading the discussion.
Fidelity: 401(k) Account Balances Hit Record in Q1
Looks like the stock market’s end-of-the-year plunge didn’t prevent people from continuing to set aside money for their…
The State of Trump According to Christie and Sessions: 2019 SALT Conference
Plenty of interesting insider observations came out of a Tuesday morning 2019 SALT Conference session in Las Vegas…
PIMCO Appoints Rene Martel to Head of Retirement
PIMCO announced May 7 it has named Rene Martel, a Managing Director at the Newport Beach, Calif.-based firm,…
Pay Gap Only the Start of Financial Inequality for Women
Survey finds women struggle more than men in almost every area of their financial wellness—from meeting day-to-day expenses to saving enough for retirement.
High School Financial Literacy Gets a Boost
Helping teachers and their students with financial literacy? Now there’s an effort we can get behind. Learning to…
5 New Features Debut in Advisor Analytics Tool Suite from Envestnet
A series of new analytics tools intended to empower financial advisors to make better, data-driven decisions and ultimately…