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.
Most Workers Unaware of Saver’s Credit—and Especially Eligible Ones
New insights from Transamerica Center for Retirement Studies shows how many participants are missing out because they don’t know about it
401(k) Millionaire Ranks Spike 20%
Fidelity report out today finds average workplace retirement account balances at the end of 2023 hit highest level in nearly two years
Sanders, Cassidy, Ghilarducci Among Those Pushing Pensions in Washington This Week
Conference Tuesday and senate hearing Wednesday feature agendas favoring DB plans in response to “retirement crisis”
Unlocking the Door to Broader Adoption of Guaranteed Lifetime Income in 401(k)s: Matt Gray and Todd Levy
Guaranteed lifetime income remains a hot topic in the workplace retirement plan market and there are plenty of factors at play these days that are helping these solutions gain traction—and more widespread adoption—in 401(k) plans.
The 2024 Game Plan for In-Plan Annuities
Providers say working strategies now in place for guaranteed income solutions to start winning over meaningful numbers of 401(k) participants
Latest 401k Averages Book Broadens Scope on Advisor Pay, Recordkeeping Admin
Reader feedback leads to the enhancements in 24th Edition of plan fee benchmarking tool, released today
41% of Near Retirees Fail Basic Social Security Quiz
Nearly 80% failed or barely passed annual quiz from MassMutual; less than 1% got an A+
How Asset Managers Can Get ‘Dabblers’ to Pursue More DC Business: Cerulli
Cerulli Edge report says asset managers should position themselves as strategic partners for broker/dealer-based advisors seeking to bridge their retirement plan and wealth businesses
Retirement Income Certificate for Advisors Introduced by NAPA
Free course for NAPA members to earn RI(k) certificate launched in response to growing interest in retirement income options
What’s Behind Record Fixed-Rate Deferred Annuity Sales
LIMRA brief explains how higher interest rates and demographics are increasing demand for this guaranteed income solution