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.
Retirement Savers to Government: ‘Hands Off My 401(k)!’
New ICI research finds workplace retirement savers like their DC plans just the way they are (with tax preferences)
Key Takeaways to Consider in Wake of American Airlines ESG Opinion
Judge’s recent decision in landmark case gives plenty for plan fiduciaries, sponsors and advisors to think about moving forward
The Peak of Peak 65: Record Number to Reach Traditional Retirement Age in 2025
Alliance for Lifetime Income research finds an opportunity to apply retirement readiness lessons to benefit future generations
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
EBSA Recovers Nearly $1.4B for Employee Benefit Plans, Participants
Vast majority of FY 2024 recoveries come from enforcement actions and informal complaint resolutions; total is $51 million less than FY 2023
‘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