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.
9 Key Findings from EBRI’s 2024 Retirement Confidence Survey
Annual study finds majority of workers and retirees remain optimistic about retirement prospects
Many Older Americans Say They Can Never Retire, AARP Study Finds
Over half worry they will not have enough money to last in retirement
Fidelity HSA Assets Hit Record-High $24 Billion
Younger investors lead to surge in health savings account balances
BlackRock’s LifePath Paycheck Now Available in DC Plans
Guaranteed income within target date fund solution launches with 14 plan sponsors, plans totaling $27 billion in TDF assets, available to 500,000 participants
Fiduciary Rule Reaction: For and Against
ARA among first to express strong support while several groups voice opposition
DOL Final Fiduciary Rule Released, Set to Become Effective in September
Controversial rule “to protect retirement savers’ interests by updating investment advice fiduciary definition” now available for public review
RIA M&A Activity Up 20% in Q1 2024
Report says it was the second most active first quarter on record
Exploring the ‘Annuities in TDFs’ Trend with Morningstar’s Jason Kephart
There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan…
‘401(k) Industry Owns Congress’ Claims POLITICO Report
While detailing extreme effectiveness of retirement industry lobby, exhaustive report calls it out it for providing tax breaks weighted toward wealthy and blowing out deficit
2 in 3 ‘Peak’ Boomers Not Ready for Retirement
Study released today finds more than half of 30.4 million Boomers turning 65 between 2024-2030 will rely primarily on Social Security for income