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.
LeafHouse, GTC Partner on Proprietary CIT Platform
Solution streamlines, transforms how CITs are managed, documented, and executed across the full fund lifecycle
2026 NAPA 401(k) Summit Taking Over Tampa
Industry’s biggest annual event revs up with Brian Graff’s “From the Hill to the Summit” session Sunday
2027 401(k) Contribution Limit Projected at $25,000
Milliman forecasts a modest $500 increase to next year’s employee elective deferral limit
Study Finds Lifetime Income is ‘Missing Link’ to Global Retirement Security
New Prudential/Global Aging Institute research finds countries could deliver the same retirement security at a 20% lower cost when benefits are paid as lifetime income rather than lump sums
LPL to Acquire Mariner Advisor Network in Major Advisor Deal
Transaction brings 367 advisors and $31B in assets to LPL, with hybrid advisors moving to Private Advisor Group as the firm expands its supported independence model
Six-Figure Social Security Cap Proposed to Boost Program Solvency
CRFB’s plan would limit benefits for top earners to close funding gaps, but critics such as The Senior Citizens League warn the move amounts to a benefit cut seniors overwhelmingly oppose
Employers and Workers are Aligned on Benefits—But Communication Gaps Undermine Financial Confidence
Franklin Templeton finds agreement on pay and retirement priorities, but complexity and poor communication leave employees overwhelmed and unsure how to act
Lifetime Income Boosts 401(k) Spending Power by 22%, BlackRock Finds
Embedding guaranteed income in target-date funds—not higher savings—can significantly increase retirement spending, research finds
Updated 2027 Social Security COLA Forecasts: 2.8% and 3.2%
While one monthly prediction based on today’s inflation data spiked with surge in oil prices, The Senior Citizens League forecast holds steady for third straight month
Health Risks a Bigger Threat to Retirement Security than Market Fears
New LIMRA research shows healthcare costs, chronic illness, and long-term care pose the biggest financial risks in retirement—yet most Americans remain dangerously underprepared