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 Brands Tee It Up at The Masters with New Sponsorship Deals
From TIAA’s just-announced partnership with Jason Day to Empower backing Cameron Young, retirement firms are using golf’s biggest stage to boost brand visibility and connect with the next generation of savers
PlanSync AI Acquires Shane Hanson’s Viserly Platform
Deal gives retirement plan advisors a single platform to manage plans, engage participants in real time, and convert relationships into wealth opportunities
Retirement Delayed as Workers Tap Savings, Cut 401(k) Contributions
New Economist Enterprise research shows Americans expect to retire nearly 4 years later as financial strain drives hardship withdrawals and reduced retirement saving
What Participants Really Think with Invesco’s Greg Jenkins
There’s a lot of increased attention about adding private markets investments to 401(k) plans in the wake of…
Trump FY 2027 Budget Holds Social Security Funding Flat
Budget request dropped Friday keeps SSA funding unchanged, but draws criticism over agency underfunding and domestic program cuts as Republicans back what would be a major defense spending increase
Retirement Progress Reverses as Saving, Participation Rates Slip in 2025: Dayforce Report
Data shows workers pulling back on retirement saving—rates, participation, and contributions all declined while loan use surged, with middle-income earners hit hardest even as Gen Z bucks trend
Treasury’s Bessent: Financial Literacy ‘Fuels the American Dream’
As April ushers in Financial Literacy Month, SEC Chair Atkins encourages Americans to invest in a “risk-appropriate manner” while Charles Schwab Foundation launches new grant program
TIAA Data Shows Momentum for Lifetime Income Solutions Among Plan Sponsors
A new analysis of defined contribution plans show annuity-embedded defaults are increasingly being embraced, with younger workers showing surges in participation rates
4 Million Children Signed Up for Trump Accounts: IRS
New data reveals 1 million have claimed the $1,000 pilot program contribution
DOL’s 6-Factor ‘Safe Harbor’ Could Reshape 401(k) Fiduciary Playbook
New proposed rule offers a process-driven roadmap for selecting investments—aiming to reduce litigation risk and expand access to alternatives, but raising questions about how much legal protection it truly provides