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.
4 Best Tips Retirees Have for Younger Generations
Bet you can guess the biggest regret, but the others may surprise you
Empower Doubles Customer Base and AUM Since 2020
Recordkeeper reports AUM increased 17% to $1.5 trillion as of the end of 2023
Critics Speak Out Against DOL Retirement Security Proposal During House Committee Hearing
Insured Retirement Institute, Iowa Insurance Commissioner among those testifying in second committee hearing, which was criticized today by a government watchdog group
Early 2025 Social Security COLA Forecast Inches Up on Inflation Data
Long-term projection still sits well below this year’s 3.2% increase
LPL Financial Acquiring Atria Wealth Solutions
Deal expected close later this year includes an upfront price of $805 million
EBSA Recovered $1.4 Billion in 2023 for Employee Benefits Plans, Participants and Beneficiaries
Recoveries made through enforcement efforts, informal complaint resolutions
401(k) Managed Account Users Out-Saving TDF Participants
Edelman Financial Engines client data shows managed accounts users contribute more and are more likely to keep assets in-plan
401(k) Savings Incentives Seriously Amplify Wealth Gaps: MIT Paper
Researchers find Black, Hispanic workers contribute 40% less to 401(k)s
Student Loan Payments Negatively Impact 401(k) Contribution Rates, Account Balances
Joint EBRI-J.P. Morgan Asset Management report finds making student loan payments lowered both the average employee contribution rate and account balance
Building a Business Cold Calling: A Story About the American Dream
(k)quote’s Steve Wilkinson shows how it’s done