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.
New Future Capital Partnership Targets Held-Away 401(k) Assets
Deal with SS&C's Black Diamond Wealth Platform integrates customized 401(k) solution for Registered Investment Advisors
401(k) Balances at Bank of America Spike 11% in Q3
Average balance now tops six figures after closing 2023 at $86,000
Medicare Premiums Growing Twice as Fast as Social Security COLA
As CMS announces 2025 Medicare premiums and deductibles, new analysis finds Medicare Part B costs growing at more than double the rate of the Social Security cost-of-living adjustments
1 in 3 Guilty of Overspending in Retirement: EBRI
New Spending in Retirement study shows big increase in spending more than they can afford from first study in 2020
SEC Docks Invesco Advisers $17.5M for Misleading ESG Statements
Charge involves 2020-2022 claims that a high percentage of company-wide assets were ESG integrated
2025’s Best ERISA Law Firms Revealed; Groom Takes Top Honor
Groom Law Group, Chartered named ERISA “Law Firm of the Year” for Litigation by Best Law Firms
Empower Reports New Highs in AUA, Retirement Plan Participants
Year-over-year earnings surge 35% to new record, up 12% from Q2
RSAA: Improved Plan Access, But Worse Overall Outcomes, Morningstar Retirement Finds
New research paper finds Millennials and Gen Z savers would fare worse under Retirement Savings for Americans Act proposed in Congress
DOL Fiduciary Rule, ESG Considerations Likely DOA Under Second Trump Term
Trump Administration expected to abandon current DOL rulemaking effort; eliminate or limit fiduciaries' consideration of ESG factors when selecting plan investments
Second Trump Presidency: End of Tax on Social Security Benefits?
President-elect Trump promised to end the tax on the campaign trail, but didn’t specify how it would be paid for—a move that could hasten the program’s pending insolvency