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.
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.
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