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.
Fidelity Expanding TDF Lineup with Addition of Guaranteed Income Solution by Early 2027
New Fidelity Freedom Lifetime series will combine company’s target-date investing expertise with a guaranteed income option backed by Nationwide and New York Life
U.S. Adds World-Most 736,000 Millionaires in 2025: Capgemini
Strong AI-fueled equity market gains helped drive a 9.2% increase in the U.S. high-net-worth population according to Capgemini’s World Wealth Report 2026
2026 Social Security Trustees Report Moves Insolvency to 2032
Report dropped this morning projects the retirement trust fund will be depleted in Q4 2032, triggering an automatic 22% reduction in benefits absent congressional action and intensifying calls for bipartisan reforms
Alliant Bets on Retirement-Wealth Convergence with New Advisory Platform
Led by industry veteran Amit Dogra, Retirement & Wealth at Alliant seeks to unite retirement plan consulting and wealth management capabilities while leveraging the firm's $26 billion retirement advisory footprint
Social Security Insolvency Could Trigger $500 Average Monthly Benefit Cut by 2032
New analysis from the Committee for a Responsible Federal Budget estimates trust fund exhaustion would slash monthly Social Security benefits by 24%
Voya Launches Multi-Manager Alternative CITs for Defined Contribution Plans
New collective investment trusts designed to give DC investors access to private market strategies while reducing manager concentration risk and providing fiduciary-focused oversight
Financial Planner Compensation Climbs 15% in 2025: CFP Board
Annual compensation study finds CFP professionals report higher pay, stronger benefits and greater career fulfillment than non-certified peers
Rollovers Drive IRA Growth to $19.2 Trillion, ICI Finds
New Investment Company Institute research highlights growing importance of IRAs as a retirement savings vehicle, with rollovers from workplace plans fueling asset growth
Attacking the Startup Plan Tax Credit Claiming Problem with Will Hackler
Want a powerful small-market prospecting tool? Discover how retirement plan advisors can leverage startup plan tax credits to win new clients and fix a major filing gap.
2027 HSA Contribution Limits Released by IRS
Individuals get a $100 bump to the 2026 limit while the family rate jumped $250 to $9,000 for next year