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.
Social Security Gets New Commissioner
Senate confirms former Maryland Governor Martin O’Malley on Monday, filling a vacancy that has existed since 2021
9 States Still Taxing Social Security Benefits in 2024
Missouri and Nebraska are latest states to drop Social Security taxes, bringing the number that still tax benefits down to single digits
New Bill Seeks to Allow Roth IRA Rollovers into Roth 401(k)s
Legislation introduced Wednesday in House would correct oversight of current law prohibiting workers from rolling Roth IRA savings into workplace-based Roth retirement plans offered by employers
Shohei Ohtani’s New ‘Retirement Plan’ Dwarfs Bobby Bonilla’s
Dodgers’ record-setting $700 million, 10-year contract for the baseball star is absolutely loaded with deferred salary that will have Ohtani collecting $68 million annually from 2034-43
7 Industries Most Prepared for Retirement (and 3 that are Not)
Across all industries, half of workers have less than $100,000 saved for retirement, Human Interest survey finds
DOL Retirement Security Hearing: Groups Express Both Support and Strong Opposition
American Retirement Association among first to voice its views to Employee Benefits Security Administation over the proposed rule
What’s Behind IBM’s Move to Unfreeze its DB Plan with Cambridge Associates’ Brian McDonnell
Joining us to discuss IBM's DB Plan and its wider implications within the retirement industry is Brian McDonnell, Head of the Global Pension Practice at Cambridge Associates.
3 Key Fixes in New SECURE 2.0 Technical Corrections Bill
While CITs in 403(b)s remain in limbo, issues with catch-up contributions, Starter Ks and RMDs would be solved—if the bill can find a larger vehicle to attach itself to
‘A’ List Industry Lineup Set to Testify in Dec. 12-13 Fiduciary Rule Hearing
DOL publishes agenda for two days of online hearings on its controversial proposed retirement security rule, related proposed exemption amendments
Sens. Thom Tillis, Tina Smith Named IRI’s 2023 Champions of Retirement Security
Leadership on enacting bipartisan RILA Act of 2022 earns them the honor