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.
DC’s Fiduciary Pulse
To help them protect defined contribution retirement plans, independent ERISA attorneys like those at Groom Law Group keep a finger on the pulse of policy developments in Washington D.C.
Why Digital Recordkeepers are Poised to Disrupt the Retirement Plan Market
Retirement Planscape report from Escalent identifies plan sponsor pressures, ranks likelihood of which digital recordkeeper firms they will consider for their 401(k) plan in the next 12 months
New Open Portability Network Being Tested by Millennium Trust
Network set to enable auto portability well ahead of Jan. 1, 2024, when auto portability may first be offered under SECURE 2.0
Principal Becomes 6th Recordkeeper to Join Portability Services Network
With the addition, industry consortium to support automatic portability of retirement accounts will include 93 million workers and 231,000 plans
Lifetime Income Illustrations, Bill Sharpe and Immediate Annuities Explained in New e-Guide
Michelle Richter-Gordon and Mark Chamberlain’s ARC launch educational website in advance of Q2 2023 statements being sent to DC plan participants
California Man Guilty of $800,000 Social Security Fraud Scheme Over 30+ Years
Donald Felix Zampach concealed his mother’s death for more than three decades while he collected benefits in “longest-running and largest fraud of its kind”
Too Many Advisors Can’t Spend Enough Time with Clients: J.D. Power
Stifel, Commonwealth rank highest in satisfaction in respective segments according to the 2023 U.S. Financial Advisor Satisfaction Study
Hottest Topics of 2023: Mid-Year Review of Most-Viewed Articles
The Fourth of July holiday marks the ideal time to look back at the issues sparking the most reader interest during the first half of the year
6 in 10 Plan Sponsors Want to Retain Participant Assets Post-Retirement
Cerulli finds asset managers respond to demand with increased decumulation product development and distribution efforts
Unforgiven: Supreme Court Strikes Down Biden’s Student Loan Forgiveness Plan
6-3 opinion released today means federal student loan borrowers still on the hook for full amount with payments set to resume in October