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.
‘Groundbreaking’ DOL Advisory Opinion for Citibank Provides ERISA Guidance
Opinion provides a road map for how a plan sponsor may voluntarily establish a program under which it pays expenses for diverse investment managers without being considered fiduciary in nature
Official 2024 Social Security COLA Announcement Set for Oct. 12
Final forecast predicted 3.2% raise which would be less than half of 2023’s inflation-fueled 8.7% bump
Ascensus, Capital Group Team Up for Pooled Employer Plan Launching Q1 2024
New investment solution focused on creating a unique portfolio to match a participant’s financial needs more closely than a traditional TDF allocation determined only by age
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"