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.
2023 Form 5500: Updated Informational Copies Now Available Online
Several changes stemming from SECURE Act included in 2023 Form 5500 Series annual return, report
401(k) Balances (and Millionaires) Dip Slightly in Q3: Fidelity
Recordkeeper’s new report out today reveals retirement account balances down for the quarter, but 401(k)s still up double-digits from a year ago
2024 SECURE 2.0 Insights with Principal’s Lance Schoening
As we head toward 2024, more and more provisions of the landmark SECURE 2.0 retirement reform legislation package are coming online, including some provisions that have lots of people in the industry really excited.
Bridging the Gap: Staring Down the Retirement Industry’s Biggest Challenge
The problem—and opportunity—facing advisors: Americans who lack of access to a 401(k) at work
TSP’s I Fund Gets New Benchmark Excluding Chinese Investments
Thrift Savings Plan Board votes to switch benchmark index for $68 billion International Fund ending tumultuous, years-long debate over inclusion of “sensitive” Chinese and Russian firms
401(k) Contribution Rates Slip in 2022: PSCA
66th annual survey of defined contribution plans shows declines from all-time highs in 2021
Fiduciary Rule Comment Period Extension Request Denied
EBSA’s Lisa Gomez tells coalition requesting extension to 60-day comment period that it will not happen; hearing scheduled for Dec. 12-13
401(k) Fee Calculator Debuts from Employee Fiduciary
Tool designed to emphasize the negative cumulative impact of high retirement plan fees to participant account balances
The ‘4% Rule’ is Back: Morningstar
Prospects for retirement income look a bit brighter as new research paper raises the safe starting withdrawal rate back to the standard 4%
2023 Small 401(k) Plan Sales at Empower Top $10 Billion
Alongside record organic growth in new plan sales, recordkeeper reports significant growth within its advisor managed account business