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.
SECURE 2.0 Technical Corrections Legislation Coming Soon
Congressional leaders tell Treasury, IRS that fixes to prevent unintended consequences (including inadvertent annulment of catch-up contributions) are on the way
‘No ESG in TSP Act’ Reintroduced in Congress
Texas Republican Rep. Chip Roy leads partisan effort to prevent Thrift Savings Plan participants from investing in “woke” Environmental, Social, and Governance (ESG) funds
Participant Financial Stress Hits Highest Level Since Great Recession
New research from Financial Finesse paints picture of dramatic increase in “unmanageable financial stress”
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