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.
ESOP Participation Up 8% in Past Decade as DOL Expands Employee Ownership Push
New Department of Labor report shows rising Employee Stock Ownership Plan participation, worker ownership growth
How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson
Lessons from ERISA Expert Witness Eric Dyson on how to reduce fiduciary risk and be better prepared if the Department of Labor comes calling.
Trump Accounts Not Subject to ERISA: Industry Wants Certainty
In comments to Treasury and the IRS, organizations sound off on how the new accounts can be implemented efficiently
Stifel 401(k) Plan Subject of New $134 Million ERISA Case Over Fund Performance
Similar to recent filing against Blomberg’s 401(k), suit from Sanford Heisler Sharp McKnight alleges Stifel breached fiduciary duties by retaining underperforming funds for over a decade
How Not to Get Sued 2026: Part 2
High-profile ERISA attorneys—including the ones doing most of the suing—sound off on why 401(k)s become targets and what can be done to lower a plan’s litigation exposure
How Not to Get Sued in 2026: Part 1
High-profile ERISA attorneys—including the ones doing most of the suing—sound off on why 401(k)s become targets and what can be done to lower a plan’s litigation exposure
How Not to Get Sued: A 401(k) Specialist Deep Dive
Last Updated: February 23, 2026 Excessive fee claims. Forfeiture lawsuits. Voluntary benefits scrutiny. ERISA litigation isn’t slowing down.…
Vestwell Raises $385 Million, Doubles Valuation
Series E round brings total capital raised to $660 million with new funding to expand distribution and advanced technology
Americans Remain at ‘Elevated Risk’ for Retirement Readiness: Index
Updated Retirement Readiness Index from IRALOGIX shows improvement, but highlights persistent gaps in resilience, healthcare planning, and long-term preparedness
Forecasters Predict 2027 Social Security COLA at 1.8% Or 2.8%
Today’s release of CPI data for January led to updated forecasts from Mary Johnson and The Senior Citizens League