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.
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
Hall of Fame Created for Financial Planners
Nominations open today for CFP Board’s new recognition program honoring champions of financial planning
Public Employees More Likely to Opt for Default Investments in DC Plans
New MissionSquare Research Institute study shows more than 80% of public defined contribution plan participants accept the default option