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.
Cannonballs, Curveballs and Windfalls: Course Corrections Essential to Thriving in Retirement
Edward Jones and Age Wave research reveals today’s retirees and pre-retirees are showing increasing resilience, willingness to make changes
Virtual 401(k) Education Hits Record Levels: Schwab
In wake of pandemic, participants further embrace integrating virtual education sessions into their schedules
DOL Abandons Appeal in Florida 401(k) Rollover Ruling
A new fiduciary rule said to be in the works at the Department of Labor might make the decision moot
FINRA Shuts Down B-D for Reg BI Breaches, Additional Violations
Owner and CEO suspended for a year as Melville, N.Y.-based firm made misrepresentations to customers and violated FINRA’s suitability and supervision rules
Retirement Savings Gap Could Create $1.3 Trillion Burden by 2040
New research from Pew finds Americans’ insufficient retirement savings could add a huge strain to state and federal budgets if the issue is not addressed
2 in 3 Small Businesses Still Don’t Offer Retirement Plans: Fidelity
First “Small Business Retirement Index” finds half (48%) of respondents worry they cannot afford to offer a 401(k)
Investors Bullish on AI as a Tool for Advisors
Morgan Stanley Wealth Management Pulse Survey reveals finds more than 7 in 10 investors believe artificial intelligence is a game-changer
2024 Social Security COLA Projection Now at 3.1%
May update based on new inflation data shows next year’s adjustment is on pace to fall well short of this year’s historic 8.7% increase
Standard of Living in Retirement Will Decline for Half of Households: Report
Latest National Retirement Risk Index findings promp report authors to warn, “we need to fix our retirement system so that employer plan coverage is universal”
Richter-Gordon, Chamberlain Launch Firm to Vet Lifetime Income Options in 401(k)s
Fee-only “Annuity Research & Consulting” debuts today with goal of transforming the DC plan industry’s approach to investigating annuity options