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.
August Another Solid Month of Growth for TSP Funds
Common-stock C Fund is up 19.5% through the first eight months of 2024
Social Security Trust Funds will be Exhausted by FY 2034: CBO
Newly updated report finds funds may last an additional year, but still tracking toward a 23% benefit cut absent Congressional action
Another Solid Quarter for Self-Directed 401(k)s
Schwab report on self-directed brokerage accounts sees balances rise 5.7% as equity markets rally in Q2 2024
Feeling ‘Financially Comfortable’ Takes Less in 2024
Schwab survey finds Americans think it takes $2.5M to feel “wealthy,” but net worth needed to feel “comfortable” drops precipitously
The Past, Present and Future with Morningstar Retirement’s Brock Johnson
Morningstar Retirement President Brock Johnson joins a special 100th episode of the 401(k) Specialist Pod(k)ast to provide an inside…
Interest in Phased Retirement Growing, can be a ‘Win-Win’
New WTW research shows 1 in 3 prefer a phased retirement over a traditional one
10 Cheapest and 10 Most Expensive States to Retire Early
GOBankingRates determines how much would be needed by state to retire at 50
How 401(k) Participants Benefit from Employer Matches, Falling Fees
New ICI and ISS MI BrightScope report analyzes large 401(k) plan design
Traffic Light Rating System Coming to Defined Contribution Plans in UK
Pension schemes will get a red, amber or green rating under proposed framework to judge the value for money they provide participants
401(k) Forfeiture Lawsuit Wave Still Splashing West Coast
Recent rulings show use of forfeited funds to reduce future employer contributions instead of lowering plan expenses may violate ERISA, trumping IRS guidance