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.
CITs in 403(b)s Saga Adds More Twists and Turns
While some consumer groups urge lawmakers to reject a bill that would allow collective investment trusts in 403(b) plans, advocates ramp up push for passage before year’s end
GreenPath 401k Debuts as ‘First Fully Vetted and Transparent’ Retirement Plan for Legal Cannabis Industry
Green Leaf Business Solutions taps First Citizens Bank as Custodian to bring top-tier 401(k) plans to legal cannabis operators
Half of Retirees Stress Over Spending Retirement Savings
Alliance for Lifetime Income research finds spending their savings creates anxiety and is having an emotional toll; nearly a third are spending faster than expected
DOL Starts Collecting Data for Retirement Savings Lost & Found
SECURE 2.0 mandates the new online database go live by Dec. 29
Big Changes in U.S. News 2025 ‘Best Places to Retire’ List
New methodology shakes up U.S. News & World Report ’s rankings released today, catapulting Florida towns up the list while Pennsylvania towns plummet
How Company Mergers Affect Retirement Plans with Inspira Financial’s Pete Welsh
In this episode, we sit down with Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial,…
10 Cities Where Social Security Benefits Evaporate Fastest… And 10 Where They Last Longest
New analysis from GOBankingRates shows Social Security lasts fewer than 10 days in six cities; lasts more than a month in four
Current State of Retirement Plan Forfeiture Litigation Subject of Wagner Law Update
25 forfeiture lawsuits have been filed to date; brief focuses on recent Clorox decision and potential impact of Supreme Court Loper Bright ruling
Post-Chevron Ruling Toolkit Rolled Out by ERISA Law Firm
Resource designed to help clients understand, anticipate and navigate the full impact of June’s landmark Supreme Court decision
Self-Directed 401(k) Balances Up 21% in Past Year: Schwab Report
Apple reclaims top spot from Nvidia among SDBA equity holdings