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.
Why Advisors Need to Consider Value Equities in DC Plan Investment Menus Now: Invesco’s Kevin Holt
After underperforming growth for years, value equities finally had their time in the sun in 2022. While both value and growth stocks declined last year, growth stocks fell much further than value thanks in large part to rising interest rates.
Nationwide Adds Income America ‘5ForLife’ for Managed Account Participants
New offering responds to increased interest from 401(k) participants in guaranteed lifetime income investment options as part of a managed account
How Bad Inflation is Hurting Retirement Saving: By the Numbers
Two new surveys share troubling findings about how much rising inflation has caused Americans to cut back or even stop saving for retirement
State Street Embeds Annuity in New Target Date Series
State Street, Global Trust Company and Annexus Retirement Solutions launch “innovative, low-cost” TDF Series to answer participant demand for lifetime income
Inflation Causing Participants to Struggle with Finances, Mental Health
Nearly 4 in 10 in John Hancock Retirement financial stress survey think they’ll have to retire later than planned—a significant rise from a year ago
Macron Raises French Retirement Age to 64 Despite Strong Opposition
Controversial change becomes law and dents French President’s popularity as U.S. lawmakers consider tough choices in effort to bolster Social Security’s solvency
New Retirement Plan Consulting Firm Launches ‘Bac(k) Office’ Solution
Just-launched Freedom Fiduciaries introduces new partnership model for financial advisors and broker dealers
State-Mandated IRAs Not Crowding Out Private 401(k)s: Pew Research
Federal data for 2021 shows new the wave of state-based retirement plan initiatives continue to complement private market plans
Millennium Trust Adding Auto Portability to its Automatic IRA Rollover Solution
Ready for client testing in June, the network will be open to clients and other portability networks
Altruist Gears Up to Challenge Fidelity and Schwab in $128 Trillion RIA Market
Jason Wenk’s 5-year-old fintech with heavyweight investors is now the third-largest custodian in the U.S. by number of firms served