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.
AARP Endorses ‘Retirement Savings for Americans Act’ Opposed by ARA
Influential organization’s support could build momentum for controversial bill
Democrat Bill Resurfaces to Eliminate Federal Taxes on Social Security
Rep. Angie Craig reintroduces “You Earned It, You Keep It” Act, which would also raise the Social Security payroll tax
Health Care Costs in Retirement for Medicare Beneficiaries Rises Again
EBRI report shows “average” couple would need $351,000 saved to have a 90% chance of covering health care expenses
Where Americans are Moving to Retire
Seniors are on the move again, seeking out new places to get the most out of retirement living. Here’s where they’re heading according to two new surveys
Fidelity Rolls Out Immediate Income Annuity for Retirement Plan Participants
Company says new digital solution targets growing market demand for workplace annuity options
Most Americans Saving for Retirement, But Many Don’t Know How Much They’ve Saved
TIAA Institute report finds most people share similar plans for retirement, but readiness varies widely by race and ethnicity
Benchmark Survey on Recordkeeping Fees for Large DC Plans Debuts
Encore Fiduciary (formerly Euclid Fiduciary) says survey will help plan sponsors combat inaccuracies of many excessive fee lawsuits
DOL Issues Rule Amending PTE Filing, Processing Procedures
Amendments address changes in application review processes since 2011
Retirement Security Rule Would Cost 11 Times More than DOL Estimate: Report
New Oxford Economics report commissioned by the Financial Services Institute says controversial proposed rule would cost firms $2.7 billion to implement in the first year
Annuities in Retirement Plans: Tamiko Toland’s Insights on Guaranteed Income Solutions
Guaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement market these days, and we wanted to hear from one of the foremost experts on these products in “Annuity Yoda” Tamiko Toland.