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.
Summit Financial is Latest Strategic Partner for Pontera
Deal provides Summit advisors with access to Pontera platform to comprehensively and transparently manage 401(k), 403(b) and other retirement accounts
Biden Formally Unveils SAVE Plan to Combat Student Loan Debt
President says 20 million borrowers could benefit from new “Saving on a Valuable Education” plan
Pfau and Murguia’s RISA Gets Boost with CreativeOne Deal
Recently announced strategic partnership gives CreativeOne advisors access to the Retirement Income Style Awareness profile
Chris Christie: Politicians ‘Liars and Cowards’ for Not Addressing Social Security Crisis
“Other than me, nobody in this race is willing to talk about it,” Republican 2024 presidential candidate says at conservative conference
Benartzi’s PensionPlus Partners with Capital Group, American Funds
Innovative joint service pilot program announced today empowers participants to easily create personalized paychecks for life in retirement
Gen Z 401(k) Balances Spike in Past Year, Fidelity Data Shows
Fidelity Q2 analysis reveals average retirement account balances for 401(k)s, 403(b)s and IRAs all increased by double digits and “401(k) millionaire” ranks swell, thanks to steady contributions and positive market conditions
Millennium Trust Rebranding as Inspira Financial in 2024
New name reflects firm’s move beyond a trust and custody company to a “full-scale solutions provider”
AmericanTCS, Allianz Life Partner to Offer In-Plan Guaranteed Income Option
Fixed index annuity designed to be within a managed account now available to DC plans on the American Trust Platform
Absent Action, Typical Couple Faces $17,400 Social Security Benefit Cut in 2033
Committee for a Responsible Federal Budget report shows potential dollar impact of a 23% benefit cut that would happen in a decade without lawmakers stepping in
Delta Enhances Popular New Emergency Savings Program
More flexibility, quicker access added to program in partnership with Fidelity and Operation HOPE that already has 33,000 enrollees