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.
Social Security Issues: Flurry of Changes Sparks Confusion
A slide-show look at several recent matters related to customer service, eliminating fraud and updates on leadership and the 2026 COLA
Lisa Gomez, Jonathan Thomas Among Headliners at Next Week’s QPFS Event
Prime Capital’s Qualified Plan Fiduciary Summit focused on strategies for making retirement programs better also features panel session stacked with competitors
Steady, But Tariffs Could Bump Them Up Later
Forecasters expect tariffs to lead to higher inflation, which could mean COLA predictions will rise later this year
Retirees Prefer Spending Lifetime Income Over Savings
New study by David Blanchett and Michael Finke finds retirees spend more with lifetime income
Finance Leaders Sound Off About Trump Tariffs as 401(k) Trading Spikes Monday
As Alight reports Monday was the highest 401(k) trading day since March 2020, BlackRock’s Larry Fink, J.P. Morgan’s Jamie Dimon and Empower’s Ed Murphy among those speaking out on market volatility
‘Next-Gen 401(k) Report’ Details 4 Key Challenges Facing Workplace Retirement Plan Market
Inaugural research from KWP Partners identifies transformative trends and digital innovations shaping future of retirement
Financial Wellness Benefits Market Projected to Reach $1.21B by 2029
New report pegs compound annual growth rate of nearly 13% in “rapidly evolving” market
Creating the ‘Next-Gen 401(k) Report’ with KWP Growth Partners’ Will Prest and Lisa Kottler
The inaugural “Next-Gen 401(k) Report” from KWP Growth Partners is being released on April 8, unveiling a dozen…
New Data Shows Shift Toward Crypto Asset Diversification in IRAs
3 in 4 crypto investors spread across two or more assets, signaling strong crypto diversification
Fidelity Rolls Out New Crypto IRA
“Fidelity Crypto for IRAs” allows clients to invest in top cryptocurrencies in a tax-advantaged manner via a Roth, traditional or rollover individual retirement account