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.
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
Haley Doubles Down on Raising Social Security Retirement Age for Younger Americans
During Wednesday’s Republican debate with Ron DeSantis, presidential candidate reiterates need to raise full retirement age for those in their 20s and younger
SEC Approves 11 Spot Bitcoin ETFs, Opening Floodgates
Gensler says action not an endorsement of the cryptocurrency, but it does bust open to doors to much greater exposure (including among retirement savers)
DOL Sues Defunct Maryland Biz for Unremitted 401(k) Contributions
Co-owner fiduciaries of computer forensics firm failed to remit $44,000 to plan over five years