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.
Mutual Fund Ownership on the Rise, and Mostly Within 401(k)s
New ICI reports show mutual funds a key driver of expanding pool of middle-class investors
BofA Launches ‘401k Pay’ Digital Solution for Retirement Income
New resource available Nov. 17 focused on converting 401(k) account assets into retirement income
IRS Announces 2026 401(k) Contribution Limit Increases to $24,500; IRA Limit Up to $7,500
Full official retirement plan contribution limits for next year released today in Notice 2025-67
Transamerica Opens Stable Value Option to All Recordkeepers
Move includes appointment of two new managing directors to lead stable value investment solutions nationwide
DC Plan Sponsors to Focus on Financial Wellness, Compliance and Cutting Costs in 2026
New Mercer report shows sponsors actively exploring innovative plan designs and advanced investment solutions, such as PEPs and AI strategies
How America Retires: New Vanguard Report Shows Most Retirees Stay In-Plan After First Year
With a record number of Americans entering retirement this year, inaugural “How America Retires” research uncovers insights into behaviors, decisions, and challenges
U.S. Leads World’s Largest Asset Managers’ AUM to Record $140 Trillion
BlackRock, Vanguard and Fidelity retain spots as top three global asset managers in new report from WTW’s Thinking Ahead Institute
Best State 529 Plans of 2025 Rated by Morningstar
5 states repeat as Gold Medalists; 31 of 59 plans evaluated earned a Gold, Silver or Bronze rating
Millennial Small Biz Owners More Open to Offering Retirement Plans than Gen X
Capital Group research reveals generational divide when it comes to readiness to start a plan
Senate Democrats Introduce Bill to Expand Social Security, Veterans Affairs Benefits
Social Security Emergency Inflation Relief Act would increase benefits by $200 per month for six months