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.
ICI, DCALTA Partner on Research, Education for Private Assets in 401(k)s
Organizations will work together on investor-focused research, analysis and events to promote inclusion of alternatives in defined contribution plans
Invesco Broadens DC Access to Private Real Estate with New CIT
Today’s launch of Core Plus Real Estate Trust marks next step in firm’s commitment to expanding private markets access to defined contribution plan participants
Trump Floats New Retirement Plan for Workers Without 401(k)s During State of the Union
Absent details, President Trump announces that next year workers will be given “access to the same type of retirement plan offered to every federal worker” with federal matching contributions up to $1,000 per year
TIAA, Nuveen Reach 1,000-Employer Milestone with Lifetime Income TDFs
Announcement comes as new Sway report shows adoption quickly accelerating
21% Rise in 2025 Tip Target Date Assets Past $5 Trillion Mark
Sway Research’s State of the Target-Date Market: Year-end 2025 report shows income target date assets experiencing rapid growth
TSP Bill Seeks to Prevent Fund from Investing in China
Recently introduced House companion legislation focused on keeping Thrift Savings Plan monies from being invested in “countries of concern”
ESOP Participation Up 8% in Past Decade as DOL Expands Employee Ownership Push
New Department of Labor report shows rising Employee Stock Ownership Plan participation, worker ownership growth
How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson
Lessons from ERISA Expert Witness Eric Dyson on how to reduce fiduciary risk and be better prepared if the Department of Labor comes calling.
Trump Accounts Not Subject to ERISA: Industry Wants Certainty
In comments to Treasury and the IRS, organizations sound off on how the new accounts can be implemented efficiently
Stifel 401(k) Plan Subject of New $134 Million ERISA Case Over Fund Performance
Similar to recent filing against Blomberg’s 401(k), suit from Sanford Heisler Sharp McKnight alleges Stifel breached fiduciary duties by retaining underperforming funds for over a decade