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.
Too Many Low-Income Workers Lack Access to Retirement Plans: EIG
Florida singled out for lack of access in new report finding only 1 in 5 low-income workers participate in 401(k) plans
Lifetime Income Solutions in 401(k)s
Allianz Life’s Joe Hendrickson and American TCS’ Brian Lenz Discuss Market Momentum
Q&A with David Blanchett: Introducing PGIM RetireWellTM Solutions
401(k) Specialist sits down for a Q&A with David Blanchett to discuss what’s behind the launch of these new PGIM solutions.
Bill to Protect Women’s Retirement Security Reintroduced—Again
Legislation would provide spousal protections against taking distributions or loans from a 401(k) without the other spouse’s knowledge or consent
2024 Social Security COLA Watch: Latest Forecast Steady at 3%
July inflation data didn’t move the needle for The Senior Citizens League’s monthly cost-of-living prediction in advance of October’s official announcement
Why Only 1 in 10 Americans Maximize Social Security Benefits
2023 Schroders US Retirement Survey finds just 10% plan to wait until age 70 primarily over fears about the program’s solvency
401(k) Balances Up in 2023, But So Are Hardship Withdrawals, Loans
Bank of America's “Participant Pulse” survey reveals average plan balances have increased nearly 10% this year, but hardship distributions and loans are also on the rise
Most ERISA Excessive Fee Cases Surviving Motions to Dismiss
Mid-year analysis from Euclid Fiduciary finds plan sponsors only winning about 30% of dismissal motions—fewer than in 2022
Divide Doubles Between High, Low-Income Worker Retirement Account Balances
GAO report says lawmakers concerned current tax incentives heavily favor wealthy savers after report finds gap in account balances more than doubled from 2007-2019
Freedom Fiduciaries Launches Pooled Employer Plan
Boise-based provider of retirement plan consulting collaborates with Finway Group and Empower to introduce PEP designed to streamline administrative challenges