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.
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
More Americans Feeling ‘Financially Well’ This Year
Bank of America’s 2024 Workplace Benefits Report finds fewer employees concerned economic uncertainty will affect long-term retirement savings
Small Business Owners Prefer Trump Win to Boost Prospects, Poll Finds
ShareBuilder 401k survey finds twice as many SBOs think a Trump win will have a positive impact on business compared to a Biden win
Cruising Through Retirement at a Fixed Price for Life
Cruise ship for retirees to embark on “transformative journey across seven continents” beginning May 30
Underutilized 401(k) Managed Accounts Breed Much Higher Retirement Confidence for Users
New research from Cerulli validates an unmet demand for the type of help offered through DC managed account solutions
3 Spending Patterns Impacting Pre- and Post-Retirees
J.P. Morgan Asset Management paper explores effects of retirement spending behaviors
House, Senate Resolutions Introduced to ‘Disapprove’ DOL Fiduciary Rule
Resolution of disapproval under the Congressional Review Act filed today seeks to invalidate final rule set to take effect in September
Pontera, Stifel Partner to Securely Manage Client 401(k)s
Collaboration unveiled today extends capabilities of more than 2,400 Stifel advisors serving over 200,000 clients
John Hancock Working with MIT AgeLab on Longevity Innovation, Research
Collaboration announced today includes development of first-of-its-kind longevity preparedness index