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.
Large 401(k) Plan Sponsors Step Up Efforts to Keep Participants In-Plan Post Retirement
New Cerulli research finds asset managers should concentrate their retirement income product distribution on the mega plan market
New Inflation Data Shows 2024 Social Security COLA Still Headed Below 3%
Latest forecast for next year’s cost of living adjustment stays below 3%, which would be significantly below this year’s 8.7% increase
Charles Schwab Tops Latest J.D. Power Full-Service Investor Satisfaction Rankings
Schwab tops list of six firms bettering the industry average ranking, but the survey notes overall satisfaction scores tanked along with the stock market
CITs to Overtake Mutual Funds as Most Popular Target Date Vehicle Within 2 Years
Morningstar report highlights ongoing adoption of Collective Investment Trusts as plan sponsors’ preferred vehicle
Most Americans Not Counting on Social Security for Retirement Income
Allianz Life study finds majority of Americans—and Gen Xers in particular—are worried about their long-term financial stability
Just How Strongly Americans Oppose Social Security Cuts: AP-NORC Poll
Nearly 9 in 10 over age 45 oppose cutting benefits as latest trustees report shows insolvency only a decade away
Financial Wellness Firms FinFit, Salary Finance Combine Under FinFit Brand
Merger creates what companies call the country’s most comprehensive workplace financial wellness platform
Professional Advice Must Drive Participant Retirement Income Decisions
Empower paper finds “It’s not a product problem, it’s an engagement problem”
Principal Rolls Out Hybrid QDIA to Meet Rising Market Demand
‘Principal Intelligent QDIA’ launched at NAPA 401(k) Summit as demand for personalized retirement investment strategies continues to increase
Next Retirement Reforms Need to Be ‘Smart’ Defaults: Shlomo Benartzi
Famed behavioral economist tells NAPA 401(k) Summit the best nudge—auto enrollment—can be even better with smart defaults