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.
Trump Calls for Elimination of Social Security Tax
No details offered beyond Truth Social post as supporters say it would help seniors and end double taxation; detractors point to program’s already troubled finances
10 Best, Worst States for Retirement 2024
Bankrate’s latest rankings have a new No. 1 while last year’s top state sinks to ninth
401(k) Participation ‘Significantly Lowers’ Risk of Retirement Shortfalls: Morningstar
New model predicts 45% of American households will run short of money in retirement
Streamlined Digital Experience Launched for Financial Benefits Participants
Morgan Stanley at Work’s new public-facing website offers benefits participants intuitive navigation, educational content and access to support and financial guidance
Fiduciary Rule Stayed a Second Time in Texas
Stay issued on Friday means DOL’s embattled Retirement Security Rule will not take effect in September as originally scheduled while challenges play out in courts
Texas Judge Puts DOL Fiduciary Rule on Ice
Preliminary injunction granted late Thursday means controversial Retirement Security Rule will not be implemented as scheduled in September
10 Most Expensive U.S. Retirement Communities
California towns dominate the top of GOBankingRates’ new ranking of America’s priciest places to retire
Worker Retirement Confidence Improves: Schwab 401(k) Study
They still think $1.8 million saved is needed for retirement, but inflation and market volatility concerns soften
Military Households Possess Higher Assets, Retirement Confidence: EBRI
New Retirement Confidence Survey shows most military households faring better financially than non-military counterparts
2 Ways a Harris Presidency Could Impact Social Security
If the newly anointed Democratic candidate Kamala Harris were to defeat former President Donald Trump in November, a push for these two changes seem the most likely—and potentially impactful