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.
Classic 60/40 Portfolio Beats Stocks-Only 83% of Years Since 1976
Morningstar’s “2025 Diversification Landscape” report finds 60/40 also tops a more broadly diversified portfolio every rolling 10-year period since 2005
All 50 States Now on Board with NAIC Best Interest Annuity Rule
New Jersey becomes last state to adopt the NAIC standard for annuity sales applying to insurance agents and companies (but not to advisors working within ERISA-covered retirement plans)
2026 401(k) Contribution Limit on Track for $1,000 Increase: Milliman
New forecast shows limit projected to rise from $23,500 this year to $24,500 next year; IRS to announce official 2026 limit later this year
Middle Class Retirement Confidence Crisis: 1 in 3 Unsure They Will Save Enough
ACLI survey finds middle-age Americans also less confident in savings than younger and older counterparts
Gomez Reveals Fiduciary Red Flags that Catch DOL’s Eye
Keynote session at Qualified Plan Fiduciary Summit also features Fred Reish warning about forfeiture lawsuits
PEP Adoption Skyrockets Employer Satisfaction with Their Advisor, Retirement Plan
New report finds 40% increase in satisfaction with the retirement plan’s advisor after joining a Pooled Employer Plan
‘Viserly’ Debuts as First Fully Automated, Scalable Participant Engagement Platform
Freedom Fiduciaries’ Shane Hanson launches new company and software for retirement plan industry powered by payroll data intended to transform participant relationships
Trump Media Launches Suite of ‘America First’ Separately Managed Accounts
New offering announced today provides investors access to “curated, thematic investment strategies rooted in American values and priorities”
Biden to Make First Public Speech Since Leaving Office to Rally Support for Social Security
Former President will address ACRD gathering of bipartisan advocates and leaders for Social Security in Chicago on Tuesday
‘Magic Number’ for Retirement Drops to $1.26M for 2025
This year’s figure from Northwestern Mutual is $200,000 less than last year, but remains far beyond what most Americans are on track to reach