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.
Feds Want Your Help to Improve Retirement Plan Benefits Info
Responses to multi-agency request for information will help shape report to Congress mandated by SECURE 2.0
5 Best and Worst States for Retirement 2024
Retirement Living analyzed a mix of cost-of-living and quality-of-life metrics to arrive at these top (and bottom) retirement destinations
Long-Term Inflation Forecast Sees 2025 with Lowest Social Security COLA Since 2020
The Senior Citizen’s League says early indications show next year’s increase could fall well below this year’s 3.2% raise
Lincoln Touts Shift from ‘Retirement Planning’ to ‘The Action Plan’
New campaign promoting "The Action Plan" seeks to reframe the way the financial category portrays 50+ and the life they want during retirement
EBSA Issues FAQ Guidance for Emergency Savings Accounts
Guidance on pension-linked emergency savings accounts comes on heels of last week’s PLESA guidance from IRS
7 Key Takeaways from 2023 Excess Fee and Performance Litigation
Euclid Fiduciary’s Daniel Aronowitz recently released his annual report on ERISA class action litigation
Bob Doll Adds President, CEO Roles at Crossmark
Famous for his annual predictions, the 44-year industry veteran is taking on the additional roles as Mike Kern steps down to pursue other opportunities
IRS Issues Guidance for Plan Sponsors Setting Up Emergency Savings Accounts Under SECURE 2.o
Guidance focused on reasonable measures employers can take to discourage potential manipulation of PLESA matching contribution rules
CFP Board Releases SECURE 2.0 Exam Resource, Reports All-Time High in CFP Professionals
There are now nearly 100,000 CFP Professionals, with most ever exam-takers in a single year recorded in 2023
Strive Launches PEP Prioritizing Investment Philosophy of Shareholder Value Maximization
Pooled employer plan debuts this week in partnership with Ameritas, AmericanTCS and Traphagen CPAs and Wealth Advisors