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.
2 in 3 Americans Don’t Know Much About IRAs
Lack of knowledge is the biggest obstacle preventing Americans from investing in an IRA, according to new research…
Americans Favor Pensions Over 401(k) Plans?
Retirement crisis in America shows workers trust pensions over 401k plans and want government action to strengthen retirement security.
Auto-Portability: Preventer of 401(k) ‘Leakage’
Everyone hates “leakage.” The term itself has no known positive connotations, and if you are experiencing it, you…
Why Did 1 in 4 Consumers STOP Doing Business with Certain Financial Firms?
Something for 401k advisors to think about as you craft your next message to a client: Personalization in…
Alarms Sound as Groups Propose Illinois 401(k) Tax
Everyone knows the state of Illinois is in terrible financial shape after perpetually spending more than it takes…
Say ‘No’ to Robo: Tech Should Complement, Not Replace Human Advisors
Don’t anybody be putting “financial advisor” in that list of professions that will someday be rendered obsolete by…
Pop Quiz, Hotshot: Only 1 in 4 Older Americans Pass Financial Literacy Test
Only 26 percent of older Americans – with investable assets of at least $100,000 – were able to…
No Kidding: Going Broke Remains Top Retirement Concern
Running out of money remains the top financial concern of clients planning for retirement, but they aren't as stressed as they used to be, CPA study finds.
Financial Optimism – Especially Among Republicans – At Near Record-High Level
Americans' financial optimism is at a 20-year high, with 69% expecting improvement next year despite economic uncertainties.
Case Study: How One Company Turned Around Its 401k Fortunes
A nice little 401k success story came out of some recent testimony to the U.S. Senate Special Committee…