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.
Half of Hispanics ‘Very Worried’ About Their Retirement Security
New LIMRA study finds 4 in 10 Hispanics plan to use their cash value life insurance to help supplement retirement savings
6 SECURE 2.0 Changes Coming to Retirement Plans in 2024
Employee Benefits Alert from law firm Bradley highlights key changes to 401(k)s in the coming year
How to Find—And Claim—A Lost 401(k)
With $1.65 trillion in assets floating around in close to 30 million forgotten or left-behind 401(k) accounts in the U.S., here’s the story behind the issue and steps to take to track them down
Social Security Checks Still Sent in Event of Government Shutdown
With a partial federal government shutdown on tap if an agreement isn’t reached by midnight Saturday, Social Security beneficiaries can rest assured benefits will still be paid
A Closer Look at Large 401(k) Investment Menus: BrightScope/ICI Data
Analysis shows plans offer a wide array of diversified and cost-effective options
The Very Real Fears of Retirees and Pre-Retirees: Running Out of Money
New research finds just 1 in 4 retirees and age 50+ workers think they can afford to maintain a comfortable lifestyle throughout retirement
‘The American Dream 401(k)’ Debuts from Matson Money
New retirement plan is designed specifically to combine the principles and academic approach behind the Scottsdale-based RIA's "Matson Method"
Short-Term Financial Needs Infringing on Retirement Saving: BofA Report
While saving for retirement remains top financial goal, Bank of America Workplace Benefits study finds more employees are prioritizing pressing needs this year
Participants Worried About Higher Taxes on 401(k)s
Latest Allianz Life study finds future tax increases on tax-deferred retirement accounts are top of mind alongside continued fear of an imminent market crash and little confidence in future of Social Security
3 in 4 Say Resumption of Student Loan Payments will Impact Retirement Contributions
New Corebridge Financial-Morning Consult study finds end of 3-year repayment pause will cause many to cut back on 401(k) contributions