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.
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
House Committee Vote to ‘Stop Biden’s Fiduciary Rule’ Set for Wednesday
Approval of resolution by the House Education and Workforce Committee would make it eligible for a full floor vote
Ramji Takes Reins as Vanguard CEO
Former BlackRock executive succeeds Tim Buckley, who has retired after a highly successful tenure as chairman and CEO
Why Workers Need Emergency Savings Accounts
New Empower research finds 37% of Americans can’t afford an emergency expense over $400
Fiduciary Rule Fate Clouds in Wake of SCOTUS Chevron Doctrine Ruling
With Chevron doctrine thrown out, courts—not agencies—have more leeway to interpret statutory provisions and challenges to rulemaking are ramping up
FSI, SIFMA Join Lawsuit Against Fiduciary Rule; CFP Board Backs It in Separate Suit
Filings opposing and supporting the rule are in response to two separate lawsuits challenging rule currently set to take effect in September
7 Standout Facts from ‘Retirement Research Week’
So much retirement plan data was dropped this week we decided a summary was in order to put a spotlight on some of the more notable findings