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.
Biden Veto Preserves Labor Department’s ESG Final Rule
First veto of Biden presidency—backed by American Retirement Association—is unlikely to be overridden by Congress, meaning new rule allowing retirement plans to consider environmental, social and governance factors would stand
This Gen Z Trait Will Disrupt Retirement Industry Most by 2030
Principal Financial Group’s “Future of Retirement Survey” of advisors and plan sponsors identifies four leading factors that will reshape 401(k) plans by the end of the decade
The Rage Over Raising the Retirement Age
As talk in the U.S. ramps up over a desire to raise Social Security’s full retirement age to tackle looming insolvency, France and China are changing laws to address demographic challenges
Annexus Retirement Solutions, iJoin Partner on Lifetime Income Solution for TDFs
Deal makes target date funds with ARS’ Lifetime Income Builder more accessible to retirement plan advisors
Plan Sponsors Spending Half Their 401(k) Time on Admin Work That Could Be Outsourced
New Pentegra survey released in conjunction with “3(16) Day” celebrating fiduciary expertise
OneDigital Expands to Arizona
Acquisition of 401K Resources and The Clear Group marks a milestone in firm’s planned national expansion
Older Adults Greatly Underestimate Social Security Benefits: NBER Research
Working paper shows that on average they shortchange monthly income by $158 per month or nearly $2,000 per year
2023 Morningstar Awards for Investing Excellence Finalists Revealed
Winners in the “Outstanding Portfolio Manager” and “Exemplary Stewardship” categories will be announced March 21
2024 Social Security COLA Could Drop Below 3%
Looming recession could mean next year’s cost-of-living adjustment will fall well short of this year’s historic 8.7% raise
Relocating to Shore Up Retirement Funding
Vanguard paper explores how relocating (and downsizing) can be a lucrative way for retirees to stretch their retirement savings