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.
Women Expect 2025 to be ‘Year of Living Practically’ Financially: Fidelity
Fidelity Investments study delivers insights into the current state of women’s financial wellness
Amy Glynn Named New President at Viking Cove Institute
Major leadership transition news kicks off VCI’s annual leadership summit as Glynn will succeed Bill Chetney Jr., who is moving to industry firm (k)new era
401(k) Millionaire Ranks Grew 27% in 2024: Fidelity
Recordkeeper’s latest analysis shows average 401(k) balances were up 11% last year
Capitalize Digital Rollover Tech Coming to Webull Platform
Capitalize’s Rollover API will allow users to seamlessly transfer legacy 401(k)s into Webull retirement accounts
Top Wealth-Creating—and Wealth-Destroying—Stocks of Past 10 Years
Morningstar portfolio strategist Amy Arnott identifies 15 big hits and big misses from 2015-2024
‘2025 National Retirement Summit’ Coming March 12 from BlackRock, Bipartisan Policy Center
Invitation-only event will bring 250 industry leaders, policymakers and execs together in D.C. to prioritize policy supporting personal savings
First-Ever ‘401(k) Customer Experience Guarantee’ Starts March 1 from Human Interest
Plan sponsors and participants will be compensated if San Francisco-based plan provider doesn’t meet its new commitments
‘Ask ALI’ Debuts to Help Americans Grasp Retirement Income Planning Concepts
New AI chatbot from the Alliance for Lifetime Income tasked with helping consumers find simple answers to questions about retirement planning
401(k) Forfeiture Lawsuits and SECURE 2.0 Compliance with Richard Clarke
The “flavor of the month” in retirement plan ERISA lawsuits seems to be 401(k) forfeiture reallocation cases, where…
Prime Time
Jania Stout and Scott Colangelo tell the story behind the retirement industry icon’s big move to Prime Capital Retirement