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.
Nearly 4 in 10 Americans Say Their Retirement Strategy is ‘Derailed’
Allianz Life study finds Americans facing a frightening new retirement reality due to inflation, market volatility and other challenges
Franklin Templeton Acquiring Putnam Investments
“Strategic partnership” accelerates Franklin Templeton’s growth in the retirement sector and significantly increases its defined contribution AUM to approximately $90 billion
Economy has Retirement Savers Eyeing Guaranteed Lifetime Income, Financial Planning Options
Morning Consult survey finds more than half considering a guaranteed lifetime income product
Most Retirees Want a Retirement Planning ‘Do-Over’
New study from Lincoln Financial Group finds more than 60% of retirees wish they would’ve planned better
Debt Ceiling Deal: Social Security Payments Likely Not Delayed; Student Loan Payments to Resume
President Biden and House Speaker McCarthy’s agreement to raise the debt limit expected to be see House vote on Wednesday
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.