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.
Jerry Schlichter Preps Advisors for Fiduciary Rule Changes
The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan…
Most Wanted Retirement Benefit: Guidance
Access to financial advisors linked to retirement planning remains high priority, finds Morgan Stanley at Work study
Vestwell Ramps Up Advisor Access, Abilities of JPMAM’s Everyday 401(k)
Small biz workplace savings solution now enables advisors to serve as a 3(38) investment manager
Managed Account Participants Contribute Higher Percentage of Income
Edelman Financial Engines report analyzes 20 years of 401(k) managed account data
Financial Health Gap Between Americans Widens
New Financial Finesse data shows macroeconomic conditions are generating additional wealth for those with assets while simultaneously impoverishing those already struggling
10 U.S. Cities with the Highest Retirement Income
SmartAsset study ranks 345 largest U.S. cities according to mean retirement incomes for seniors, and also breaks down by cities with highest Social Security benefits
Checking the Pulse of the HSA Market with Devenir’s Eric Remjeske
Health Savings Accounts (HSA) can be a very effective tool not only to pay for out-of-pocket medical expenses,…
Why In-Plan Annuities are Gaining Momentum at Work
New LIMRA research shows majority of workers interested in guaranteed income products—and plan sponsors have taken note
Health Savings Account Asset Growth Booming
Devenir report shows strong stock market led to record asset growth in 2023 even as new account growth slows
Two-Thirds of Workers are Financially Stressed—And Want Employers to Help
Qualified Plan Advisors’ Financial Wellness Survey finds levels of financial stress remain elevated across American workplaces