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.
A Decade of 401(k) Specialist: From Upstart to Industry Voice
Ten years ago, we set out to provide the best information and resources available to help retirement plan advisors improve the retirement outcomes of Americans. Today, it stands as the industry’s leading independent voice—built on belief, storytelling, and support from partners who share the mission.
Institutional Investors Brace for 2026 Market Pullback Amid Rising Geopolitical, AI Risks
New Natixis Investment Managers Survey finds nearly eight in 10 North American institutional investors expect markets to decline next year
4 in 10 Working Americans Lack Retirement Plan Access, Census Bureau Data Shows
New EIG brief says findings underscore “desperate need” for reforms, such as those in the Retirement Savings for Americans Act
Asset Location in Managed Portfolios: Don’t Leave Free Lunch on the Table
New Morningstar research details how proper asset location can save meaningful dollars during decumulation without cutting spending or adding risk
A Third of Fidelity 401(k)s Have Adopted Auto Portability
Fidelity’s Q3 2025 Retirement Trends Report also shows rising interest in Roths, record-high average account balances
Paychex Launches AI Alerts to Give Advisors Real-Time Participant Insights
Alerts hit when retirement plan participants hit key data or work/life milestones
Nestimate Introduces TDF Analyzer
Patent-pending TDF IQ brings income-focused due diligence to retirement plans
SEC Releases 2026 Exam Priorities
15-page document puts emphasis on fiduciary compliance, private markets, cybersecurity, and oversight of emerging technologies; drops specific emphasis on cryptocurrency
2026 Medicare Part B Increase to Eat Up Much of Social Security COLA Raise
CMS announces official increases in premiums, deductibles and copayments
Bold Reforms Needed to Close ‘Guarantee Gap’ Jeopardizing Retirement Security
TIAA maps out reforms, convenes FUTUREWISE conference to spotlight solutions