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.
401(k) Managed Account Users Out-Saving TDF Participants
Edelman Financial Engines client data shows managed accounts users contribute more and are more likely to keep assets in-plan
401(k) Savings Incentives Seriously Amplify Wealth Gaps: MIT Paper
Researchers find Black, Hispanic workers contribute 40% less to 401(k)s
Student Loan Payments Negatively Impact 401(k) Contribution Rates, Account Balances
Joint EBRI-J.P. Morgan Asset Management report finds making student loan payments lowered both the average employee contribution rate and account balance
Building a Business Cold Calling: A Story About the American Dream
(k)quote’s Steve Wilkinson shows how it’s done
Modest Start to 2024 for Thrift Savings Plan Funds
C Fund leads way with 1.68% gain in January while three of five core funds in the red for the month; data show nearly 9 in 10 get full 5% match
‘Automatic IRA Act of 2024’ Enthusiastically Welcomed by Retirement Industry
Bill introduced today by Rep. Richard Neal (D-MA) has support of ARA and IRI, among others
Helping Key Employees Build Retirement Assets a Growing Priority for NQDC Plans
While a vital top talent recruitment tool, Plan Sponsor Council of America’s survey of non-qualified deferred compensation plans finds spike in goal of “accumulating assets”
Gen Z Outpacing Earlier Generations in Retirement Savings
And they really value their 401(k) plans, separate new research from ICI and The Standard finds
Auto-Accounts: The Next ‘Nudge’ from Shlomo Benartzi
After his latest op-ed in The Wall Street Journal, the famed behavioral economist expands on it for 401(k) Specialist to help plan advisors get involved
Retirement Confidence Has Remained ‘Below Average’ Since 2022
New PGIM index shows growing gap between financial and retirement confidence