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.
Voya Passes $100 Billion Milestone in Multiple Employer Solutions
Growth across MEPs, PEPs and other customized solutions helps recordkeeper to 15% year-over-year increase in total assets
10 Financial Advisory Firms Recognized as 2024 ‘Charitable Champions’
Invest in Others Charitable Foundation announces this year’s best at giving back to their communities
How the 2024 Election Could Impact Elder Student Loan Debt
New research predicts Dems would continue to support student loan debt reforms aimed at boosting retirement readiness while GOP win would halt them
Retirement Income Solution Debuts at J.P. Morgan Asset Management
SmartRetirement Lifetime Income allows participants to use familiar target date funds and transition to a personalized retirement income strategy supported by multiple insurers
SEC Fines 26 Firms Nearly $400 Million for Recordkeeping Failures
Fines levied for “widespread and longstanding failures” in regard to maintaining and preserving electronic communications
2025 Social Security COLA Prediction Keeps Falling
As inflation moderates, expectations around a 2.6% cost of living adjustment are coming into focus
Report Estimates $1.1 Billion in Improper Social Security Payments
“Record-breaking backlog” of 5.2 million pending actions behind the improper payments
AI on the Brain at LPL’s Focus 2024
Annual gathering this week in San Diego delves into how artificial intelligence can transform financial advisors’ workflow
Public Worker DC Balances, Contributions Grew Steadily Despite Pandemic
New report on activity from 2019-2021 shows continual increases in both metrics for public sector defined contribution participants
Action Needed Now on Social Security Reform: GAO
New report explores various options policymakers could employ to shore up program’s troubled finances