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.
4 in 10 Taking Early 401(k) Withdrawals; 2 in 3 Not Paying it Back
New FinanceBuzz survey finds “record” number of people taking early withdrawals with the average amount being about $15,000
Great Wealth Transfer an ‘Existential Threat’ to Advisors?
Natixis 2024 Survey of Financial Professionals finds 41% say generational wealth transfer poses a threat to their business
T. Rowe Price, Pacific Life Partner on New In-Plan Lifetime Income Solution
Managed Lifetime Income combines a managed payout investment from T. Rowe Price with a QLAC from Pacific Life
4 Notable Themes from the LeafHouse National Retirement Symposium
LeafHouse leader Todd Kading and the LNRS lineup of speakers had plenty of sage advice for attendees at the event, centered on the need to be bold and disrupt the status quo
Highlighting Fixed Income Opportunities with Invesco’s Matt Brill
Since the rapid rise in interest rates over the past few years, fixed income has come back into the spotlight. As the Federal Reserve begins cutting interest rates, retirement plan advisors might now be wondering how this shift will impact core bond and core plus bond portfolios.
Retirement Plan Providers Honored for Best Plan Sponsor Website Experience
DALBAR’s annual plan sponsor website ranking recognizes five providers for stellar participant experience
Trump vs. Harris: How Winner May Impact Taxes, National Debt
Budget watchdogs each release analysis of candidates’ professed tax and spending plans while Empower survey finds half of Americans believe election outcome will directly impact their personal finances
Retirement ‘Unfiltered’ in Austin: Kading Says LeafHouse Event will be ‘One for the Ages’
Leafhouse National Retirement Symposium kicking off Wednesday features Adam Carolla and Dee Snider among headline speakers
401(k) Participants Express Strong Interest in Guaranteed Lifetime Income
American Century survey finds 92% interested in using workplace accounts to generate income in retirement
6 Tax-Friendly Overseas Havens for Retirees
A new report from the overseas experts at International Living highlights six countries where expats can protect their foreign-earned income and live well for less.