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.
2025’s 3 Best and Worst States for Retirement: WalletHub
Same states hold on to top and bottom spots in WalletHub’s new rankings
Protecting the Rights of Retirement Investors with ICI Leader Eric J. Pan
Explore the ICI’s campaign to protect retirement tax incentives, efforts to expand CITs in 403(b) plans, & praise for the U.S. 401(k) system.
Trump’s Mass Deportations Could Impact Social Security Insolvency
Deportation of illegal immigrants projected to cut annual cash flow to Social Security by $20 billion
Big Firms Help CFP Professional Ranks Top 100,000 Threshold
CFP Board says leading financial firms championed growth of Certified Financial Planner ranks with a record 6,541 new certificants in 2024
‘Help U.S. Retire’ Advocacy Campaign Launched by ICI
New initiative will feature ads on CNBC to promote protection of the investment funds middle-class Americans rely on for retirement savings
Cooling COLAs: Early Forecast for 2026 Social Security Adjustment Predicts Another Drop
Based on inflation data released today, The Senior Citizens League pegs next year’s COLA at 2.1% and stumps for Trump promise to eliminate Social Security tax
DOL Updates Voluntary Fiduciary Correction Program
Improvements including new self-correction tool help employers, plan officials comply with ERISA and protect workers’ benefits
John Hancock Retirement, Vestwell Partner on ‘FutureStep’ Launch
New open-architecture retirement plan to be available in “early 2025”
DOL Announces Enforcement Relief for Missing Participants
New policy offers plan fiduciaries option for handling small payments when beneficiary cannot be located
Trump Win Boosts Advisor Interest in Crypto as Spot Bitcoin ETFs Celebrate Strong First Year
As record-breaking Spot Bitcoin ETFs in the U.S. hit their 1-year anniversary, new research shows Trump’s election has advisors feeling bullish on crypto assets in 2025