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.
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
Capitol Hill Retirement Reform Update with Invesco’s Jennifer Flitton
With 2024 quickly approaching, it’s a good time to check in on the status of retirement reform efforts and progress in Washington D.C.—particularly as the industry prepares for a variety of SECURE 2.0 provisions scheduled to kick in come January.
ESG Rule Survives Legal Challenge from Red State AGs
Federal judge’s decision Thursday keeps Labor Department’s controversial 2022 rule in force; draws praise from retirement industry voices
Exploring the Very Real Workplace Financial Wellness Gender Gap
New study from HerMoney and Principal shows the gap is real with significantly different perceptions of investing between the sexes
Retired or Not? Report Finds Many Who Recently Retired Seek Return to Work
T. Rowe Price study finds millions of retirees returning to part- and full-time work in search of financial and emotional benefits
Half of Americans Feel Behind on Retirement Saving
MassMutual survey finds one in five never plan to retire
HUB Launches Pooled Employer Plan
New PEP targets employers with 100 or more workers
Dems Reintroduce Bill to Shield Social Security Payments from Garnishment
Legislation comes as federal student loan payments set to resume in October