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.
$1.46 Million: New ‘Magic Number’ for a Comfortable Retirement
Amount needed surges 53% over 5-year span, according to Northwestern Mutual study
PensionPlus-IRALOGIX Deal Brings Benartzi’s Tool to IRAs
Announcement means the retirement income planning solution will be offered within institutionally priced IRA accounts
How AI is Changing the Game with Financial Finesse’s Liz Davidson
Liz Davidson highlights AI finance revolution with AI coach Aimee, transforming retirement advice.
Retirement Security Rule Update: 14 Stakeholders Set to Meet with OMB
As part of the White House Office of Management and Budget’s ongoing review of the controversial DOL rule, meetings will occur April 2-12
Ascensus Acquires 401(k) Recordkeeping Biz from Mutual of Omaha
Deal involves more than 2,300 retirement plans, 65,000 participants and more than $3.9 billion in AUA
Behavioral Finance Pioneer Daniel Kahneman Passes Away at 90
Nobel-winning professor first noted pain of a loss outweighs the euphoria of a gain; work influenced Richard Thaler, Shlomo Benartzi and others
Empower Preps New Digital Tool for Small Employer 401(k) Setup
Set to launch mid-2024, “Ready Select” is specifically designed for small and start-up plans with up to $1 million in assets
Target Date Plus Added as QDIA Option for Voya Retirement Plans
Personalized TDF service incorporates key recordkeeper data points
BlackRock’s Fink Touts April Launch of ‘LifePath Paycheck’ TDF Strategy in Letter to Investors
Annual letter released today from the high-profile CEO calls for America to “rethink retirement”
Bill to Ban ESG Consideration in Retirement Plans Floated by House Republicans
Legislation is latest attempt to reverse Biden Administration’s controversial ESG rule