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.
Victory Capital Adds Amundi US Under Strategic Partnership
Deal would make Paris-based Amundi a strategic shareholder of Victory Capital and includes reciprocal 15-year exclusive distribution agreements
Over 40% of Americans Don’t Know What a 401(k) Is, Poll Finds
Survey, released during Financial Literacy Month, shows glaring lapses in knowledge of basic concepts
Dunham Retirement Income Program Debuts
DRIP approach seamlessly integrates planning tools, back-office support and investment strategies to help advisors prepare clients for retirement
‘Lost & Found’ Database: DOL Seeks Recordkeeper Help
EBSA calling for voluntary info to build SECURE 2.0-Mandated Tool
Retirement at 65 ‘Not Achievable’ Say Most Near-Retirees
Survey reveals timeline has changed over past year, with 22% expecting to retire later than planned
New Wave of Annuities in TDFs: ‘It’s Complicated’
Morningstar research explores trend that BlackRock’s Fink predicts to become the most-used investment strategy in DC plans
Q&A with MFS’ Jeri Savage: Plan Sponsor, Participant Surveys Uncover New Opportunities for Advisors
Boston-based investment manager’s lead retirement specialist details current pain points and what plan advisors can do to alleviate them
These Professions Have Best 401(k) Plans
Not surprisingly, high-earning industries tend to have top-performing plans finds just-released benchmarking report
Final Fiduciary Rule Coming Soon as OMB Completes Review
Public will get first look at any revisions to controversial “Retirement Security Rule” upon release
Running Out of Money Scarier than Death for Most Americans
Allianz Life study finds 63% worry more about going broke in retirement than dying