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.
Nestimate Introduces In-Plan Annuity Evaluation Tool
“RIS(k)” actuarial and investment modeling tool provides participant-specific impact analysis of adding lifetime income solutions within retirement plans
Taking the Reins at Viking Cove Institute: New President Amy Glynn
It was announced at the start of the recent Viking Cove Institute 2025 Industry Leaders Summit that well-known…
New Look at Why Workers Struggle to Save Adequately for Retirement
Research examines the employment, personal finances, and retirement outlook of the workforce—and finds some pain points
State Street’s IncomeWise Target Retirement Strategies Coming to Voya
ABA Retirement Funds Program to become first adopter on the Voya platform
Schwab Self-Directed 401(k)s Finish 2024 with 13.6% Gain
Report shows Gen X makes up nearly half of SDBA participants, with Boomers and Millennials accounting for about a quarter each
IRI Reveals Top Retirement Legislation Priorities for 2025
Protecting retirement plan tax treatment, expanding lifetime income options among goals outlined in 2025 Federal Retirement Security Blueprint
4 Key Themes in JPMAM’s 2025 Guide to Retirement
The need for long-term investing, guaranteed income and understanding Social Security strategies among highlights in 13th edition of Guide
How America Saves 2025 Preview: 5 Key Takeaways
Auto escalation leads to 45% of participants at Vanguard increasing their deferral rate in 2024, the highest rate in the 24 years of the recordkeeper’s annual survey
Key Role of 401(k) Auto-Enrollment, Employer Matching Highlighted in Study
New research from ICI and BrightScope says these mechanisms are critical to encouraging workers to save for retirement
Social Security Administration Cutting 7,000 Jobs in DOGE-Initiated Restructuring
Former SSA Commissioner O’Malley warns of potential system collapse as Democrats rail against personnel cuts and widespread field office closures