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.
Around the Industry: Barbie’s 401(k) Balance; 1 in 5 Don’t Know What a 401(k) Is; 20 ‘Least Worst’ Plans of 2022
A quick look at three wide-ranging new reports about 401(k) plans
Creative Planning Inks Strategic Custody Deal with Goldman Sachs Advisor Solutions
New custody relationship means independent wealth management firm gets access to Goldman Sachs’ expansive range of capabilities
1 in 5 Fear Never Being Able to Retire
Of those who doubt retiring, vast majority in new Axios/Ipsos poll say it’s because they don’t think they’ll be able to afford it
Report Shows 401(k) Funds Funnel Billions to Nuclear, Other Controversial Weapons
As You Sow analysis released this week finds the top 25 U.S. fund managers earn a “D” grade or worse due to investments in weapons manufacturers
Ambitious Retirement Resort Furthers Portugal’s Push to Become ‘Florida of Europe’
Life Plan Resorts announces plan to create “the world's most comprehensive Resort for Healthy Aging with an Integrated Retirement Plan”
Founders Financial, Pontera Partner to Help Advisors Manage Held-Away 401(k)s
Strategic partnership enables Founders advisors to manage held-away accounts using Pontera
401(k) Industry Still Pleading for Delay in SECURE 2.0 Catch-Up Contribution Requirement
Heavyweight list of organizations urge government to delay change currently set for start of 2024 that could eliminate catch-up contributions; Treasury Department expected to issue guidance soon
American Interest in Adding Annuities to 401(k)s Still Rising
Allianz Life study finds interest has grown significantly as most Americans worry about running out of money from their employer-sponsored plan during retirement
DST 401(k) Plan Fiduciaries On Hook for $125 Million in ERISA Settlement
Department of Labor announces “extraordinary” settlement in case where more than 9,000 participants suffered large losses due to plan’s lack of diversified investments
SS&C’s Retirement Income Platform Tops Billion-Dollar Mark
The Retirement Income Clearing & Calculation Platform has seen 42% growth in participation this year, now servicing more than 4,000 retirement plans