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.
New Portfolios from Merrill Designed to Provide BofA Clients Predictable Retirement Income
Bank of America announces new income-focused portfolio capabilities from Merrill to address fears of outliving retirement assets
HSA Bank Adds Emergency Savings Account Solution
New ESAs encourage greater financial wellness among employees with behavioral nudges
Penelope, Navia Partner on White-Label 401(k) Plans
Deal marks 2022 startup’s debut of white-label 401(k) plans and recordkeeping for plan advisors and sponsors
Investors with Formal Financial Plan Enter Retirement with Double the Wealth of Those Who Don’t
T. Rowe Price report finds those with a plan also likely to contribute more to retirement
Previewing the 2024 NAPA 401(k) Summit with Nevin Adams and John Sullivan
Join the leading figures in the workplace retirement plan industry at the 2024 NAPA 401(k) Summit in Nashville, April 7-9.
Cetera Latest Big Wealth Manager to Jump on Spot Bitcoin ETF Bandwagon
Joins Carson Group in greenlighting use of four of the 10 approved SEC-approved funds for client portfolios as demand spurs BTC to record high this week
Access to 401(k)s Surges Past 70 Million in 2023: Capitalize
New Capitalize 401(k) Statistics Tracker finds 6 in 10 U.S. workers now have access to a 401(k) at work
Self-Directed 401(k) Investors’ Balances Rise with Markets in Q4 2023
Schwab’s latest SDBA Indicators Report found allocations remained steady at the end of the year, with heavy concentration on “Magnificent Seven” stocks
Can Americans Living to 100 Afford a 30-Year Retirement?
Study from Corebridge Financial and The Longevity Project explores financial challenges of funding an extended retirement
Early 2025 Social Security COLA Forecast Rises Again
The Senior Citizens League raises its outlook for next year’s cost of living adjustment to 2.4% based on latest inflation data released today