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.
Most Pre-Retirees Pushing Back Retirement Timeline
New research from F&G shows 2 of 3 pre-retirees over 50 are considering postponing their planned retirement date—and 1 in 3 of those already retired considering a return to work
401(k) Mutual Fund Fees Have Fallen Dramatically Since 2000
New ICI research shows lower fees have helped savers earn higher returns, balances in retirement
Eickman Joins Jason Roberts at Rebranded Fiduciary Law Center
The Retirement Law Group today announces rebrand to FLC and the addition of Matthew Eickman as Chief Legal Officer
Making 401(k) Saving Hard to Avoid with Marc Howell and Felix Okwaning at PrincipalⓇ
On this episode, learn how using a combination of automatic features including “auto-sweep” to boost enrollment and deferral rates will dramatically help employees get prepared for retirement.
Celebrities Take Over Tahoe for 2024 American Century Championship
Athletes and entertainers descend on Lake Tahoe this weekend for annual charity golf tournament, a “good time for a good cause”
Envestnet Going Private with $4.5 Billion Takeover by Bain
Strategic partners BlackRock, Fidelity, Franklin Templeton, and State Street also investing and will hold minority positions
Updated 2025 Social Security COLA Forecasts Point Toward Lower Raise
Two forecasts updated today based on new CPI data both remain significantly lower than this year’s 3.2% increase
2 Efforts to Overturn DOL Fiduciary Rule Advance in Separate House Committee Votes
While one committee voted to send a resolution to disapprove the controversial rule to the full House for a vote, another advanced legislation that would defund its enforcement
Stifel, Commonwealth Keep Top Spots in J.D. Power Advisor Satisfaction Rankings
Annual study finds more than a third of advisors open to changing firms
Got a Financial Advisor? Expect to Retire 2 Years Earlier
Latest findings from Northwestern Mutual’s Planning & Progress Study focus on advantages of working with an advisor compared to those who don’t