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.
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
Folly of ‘Timing the Market’ Explained in JPMAM’s 2024 Guide to Retirement
Out today, J.P. Morgan Asset Management’s 12th annual guide analyzes the most significant issues impacting retirement
Modern Wealth Launches Retirement Plan Advisory Biz with Deal for $1.2B N.Y. Firm Beltz Ianni
Sixth acquisition less than a year after launch adds retirement plan service offering for small-to-midsize companies
Employee Benefits Disconnect: Workers Prioritize Pay and 401(k) Match, But Not Employers
Franklin Templeton’s Voice of the American Workplace Survey shows employers and employees not on the same page regarding benefits priorities
State of the Union: Will Biden Propose Social Security Expansion?
Speech Thursday could include call for expanding benefits by removing payroll tax cap
Brandon Budd Promoted to President of Retirement Services at intellicents
He succeeds company Co-Founder Grant Arends in the role, who is transitioning to President of intellicents investment solutions, the firm’s RIA arm
22 Million Could Be Eligible for 2027 Saver’s Match
EBRI research shows who could qualify for the SECURE 2.0 provision that will eventually alter the current IRS Saver’s Credit