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.
37,000 Comments and Counting on DOL Investment Selection Proposal
60-day comment period for EBSA’s “Fiduciary Duties in Selecting Designated Investment Alternatives” ends June 1 as debate intensifies around private assets and fiduciary discretion in 401(k) plans
Exploring the Target Date Landscape with Mercer’s Preet Prashar
Mercer's Preet Prashar joins the podcast to unpack the evolution of target-date funds. Discover actionable fiduciary benchmarking insights on glidepath suitability, market concentration, and custom TDF trends for 401(k) advisors.
AB, Brookfield and Carlyle Launch Private Markets DC Solution
New “ABC [ONE]” offering designed to bring diversified private equity, private credit, and real assets exposure into target-date funds and other DC retirement plan QDIAs
Betterment at Work Rolls Out AI-Powered Plan Sponsor Dashboard
Upgrade gives employers additional benchmarking data on how plans compare to national averages
Half of Retirees Report Expenses Higher Than Expected: Schroders
New survey shows 58% don’t know how long their savings will last in retirement
Employees Want More Help Maximizing Workplace Financial Benefits
New Morgan Stanley at Work research finds employees increasingly value retirement planning guidance, financial education, and personalized workplace benefits as employers look to improve engagement and retention
State Auto-IRA Programs Eclipse $3 Billion in Retirement Assets
State-facilitated retirement savings plans now count 1.2 million funded accounts as more states grow and launch auto-IRA initiatives
PGIM Launches Private Credit CIT for Defined Contribution Plans
New collective investment trust gives DC plans access to investment-grade private credit through structures designed to address liquidity, fiduciary, and operational considerations
DOL Grants Temporary Relief on SECURE 2.0 Paper Statement Rules
Bulletin gives plan sponsors, recordkeepers, and TPAs added flexibility as industry prepares for new paper pension statement requirements and awaits final DOL regulations
401GO Opens Expansive New Utah Campus Amid Rapid Growth
Fast-growing 401(k) fintech unveils new headquarters six times larger than its previous office as it scales operations, adds employees, and expands advisor partnerships nationwide