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.
EBRI Finds ‘Substantial Growth’ in Retirement Plan Ownership, Assets
Percentage of families with assets in a plan increased 4% from 2019 to 2022 while total plan balances increased by 15%
Financial Wellness Disconnect: Employers, Workers Disagree on Level of Support
Report finds 72% of employees don’t believe employers are completely supporting their financial wellness
5 Key Findings from Alight’s 2024 Universe Benchmarks Report
Improvements in 401(k) participation, savings rates and average balances among new report’s highlights
How Annuitizing Income Gives Retirees a ‘License to Spend’ (Twice as Much!)
New research from David Blanchett and Michael Finke shows annuitizing retirement income helps retirees overcome unfounded reluctance to spend down savings
Americans Want Action to Fix Social Security
Transamerica study spotlights public policy priorities across the multigenerational workforce-led by addressing entitlement program’s looming insolvency
Fiduciary Rule Update: Hearings, Lawsuits and Compliance Prep
With just 3 months until the DOL’s Retirement Security Rule is scheduled to become effective, here’s a look at some of the latest developments
How America Saves? At a Record Pace in 401(k), Vanguard Finds
Report out today shows 401(k) participants continued to save at the highest level ever in 2023, thanks largely to auto-enrollment bumping participation rates
Common HSA Mistakes (and Fixes) with ‘Mr. Retirement’ Jeremy Keil
Despite offering unique tax advantages, lots of people remain unaware of health savings accounts (HSA)—and even many who are using…
Future Capital Enters Held-Away 401(k) Assets Market with New Digital Solution
All-in-one tool “Constuct” enables advisors to directly manage workplace retirement plan assets
Too Much Information: Group Says DOL Overreaches with ‘Lost and Found’ Database
ERISA Industry Committee demands scaling back of data needed for SECURE 2.0-mandated database set to go live by end of year