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.
Bipartisan Bill Seeks Uniform Form 5500 Filing Deadline
Form 5500 Filing Simplification Act would eliminate need for a separate extension request and reduce unnecessary administrative burdens on employers
Rising Healthcare Costs Threaten Retirement Income
New report from HealthView Services show medical inflation rising far faster than Social Security COLAs
‘Otto’ Debuts at RPAG to Provide AI Assistance to Retirement Plan Advisors
Always-on intelligent support resource helps RPAG members access critical info instantly, fast-tracking advisor operations and client service
8 Telling Takeaways from 2 New Emergency Savings Surveys
New data in different studies from U.S. News and Bankrate show an alarming number of Americans would struggle to cover an unexpected $1,000 expense
Regrets, They Have a Few: Recent Retirees Wish They Did More to Save
Nationwide study shows only 40% of those who have retired in the last 5 years are on track with original budget and decumulation plan
Record U.S. Life Expectancy Raises Bar for Retirement Readiness
New CDC data shows average 65-year-old retiree will reach 85; accurate longevity risk assumptions vital to effective retirement planning
Vanguard Cuts Fees Again, Lowers Average Expense Ratio to 0.06%
More than 60% of firm’s funds have had an expense ratio reduction in 2025 or 2026
10 States that Rely Most and Least on Social Security
FinanceBuzz data shows wide disparity between states when it comes to what percentage of 65+ seniors are receiving benefits and how much of their retirement income it makes up
DOL Files Fourth Amicus Brief Backing Plan Sponsors in Forfeiture Suits
Labor Department urges Third Circuit to uphold Barragan v. Honeywell dismissal, arguing ERISA does not require forfeited funds be used to pay plan expenses
$70 Million ERISA Lawsuit Filed Against Bloomberg 401(k) Alleging Plan Mismanagement
Sanford Heisler Sharp McKnight files complaint claiming two chronically underperforming funds were not removed from lineup of $5 billion plan