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.
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
Half of Millennials Want to Retire as Soon as They Can Afford It —And Think They Will
IRALOGIX survey shows Millennials are defining retirement by financial independence rather than an age-based benchmark
DOL Retirement Security Rule Now Under OMB Review, But Changes Unknown for Now
Controversial rule expected to be fast-tracked in effort to make it effective prior to November election while opponents renew calls for its withdrawal
Biden Floats Billionaire Tax, Vows to ‘Protect’ Social Security
During State of the Union address, President says wealthy need to “pay their fair share” but measures face long odds in near term on Capitol Hill
CITs in 403(b)s Bill Headed to Senate
A day after three amendments including 403(b) plan parity and e-Delivery fixes were passed, the Expanding Access to Capital Act clears House
$61 Million Settlement Finalized in GE ERISA Case
Final approval announced today marks largest settlement ever in an ERISA case alleging a retirement plan improperly offered proprietary funds
CITs in 403(b)s Clears Another Hurdle
House approves amendment with strong bipartisan support Thursday, with a broader package of three amendments set for a vote Friday