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.
5 Trends Creating Opportunity for 401(k) Advisors: Broadridge Fi360 Solutions
Capital Group’s Jonathan Young says it’s a great time to be a retirement plan advisor
Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors
Michael Kitces explains the rapid emergence of artificial intelligence and Chat GPT, raising a bunch of fresh questions about the role it will play in financial advice, and how it complements, not replaces the role of financial advisors moving forward.
Pence: Trump and Biden ‘Identical’ on Social Security
Former VP and potential presidential candidate says 2024 frontrunners ignoring much-needed entitlement reform
HSA Contribution Limits Get Biggest-Ever Boost for 2024
IRS releases new inflation-adjusted amounts for health savings accounts
Cannonballs, Curveballs and Windfalls: Course Corrections Essential to Thriving in Retirement
Edward Jones and Age Wave research reveals today’s retirees and pre-retirees are showing increasing resilience, willingness to make changes
Virtual 401(k) Education Hits Record Levels: Schwab
In wake of pandemic, participants further embrace integrating virtual education sessions into their schedules
DOL Abandons Appeal in Florida 401(k) Rollover Ruling
A new fiduciary rule said to be in the works at the Department of Labor might make the decision moot
FINRA Shuts Down B-D for Reg BI Breaches, Additional Violations
Owner and CEO suspended for a year as Melville, N.Y.-based firm made misrepresentations to customers and violated FINRA’s suitability and supervision rules
Retirement Savings Gap Could Create $1.3 Trillion Burden by 2040
New research from Pew finds Americans’ insufficient retirement savings could add a huge strain to state and federal budgets if the issue is not addressed
2 in 3 Small Businesses Still Don’t Offer Retirement Plans: Fidelity
First “Small Business Retirement Index” finds half (48%) of respondents worry they cannot afford to offer a 401(k)