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.
Envestnet Event Showcases How Advisors Can Harness Tech to Elevate Client Experience
Two-day summit in Denver draws thousands of financial professionals and retirement industry leaders
Reish Highlights ‘Remarkable’ Government Incentives in SECURE 2.0
Speaking at the Qualified Plan Fiduciary Summit Tuesday, the noted ERISA expert pointed out some attractive incentives intended to spur small 401(k) plan startups
OneDigital Partners with Pontera to Help Participants with Their 401(k)s
Partnership announced today enables wealth managers to offer premium in-plan guidance to clients
Why Advisors Need to Consider Value Equities in DC Plan Investment Menus Now: Invesco’s Kevin Holt
After underperforming growth for years, value equities finally had their time in the sun in 2022. While both value and growth stocks declined last year, growth stocks fell much further than value thanks in large part to rising interest rates.
Nationwide Adds Income America ‘5ForLife’ for Managed Account Participants
New offering responds to increased interest from 401(k) participants in guaranteed lifetime income investment options as part of a managed account
How Bad Inflation is Hurting Retirement Saving: By the Numbers
Two new surveys share troubling findings about how much rising inflation has caused Americans to cut back or even stop saving for retirement
State Street Embeds Annuity in New Target Date Series
State Street, Global Trust Company and Annexus Retirement Solutions launch “innovative, low-cost” TDF Series to answer participant demand for lifetime income
Inflation Causing Participants to Struggle with Finances, Mental Health
Nearly 4 in 10 in John Hancock Retirement financial stress survey think they’ll have to retire later than planned—a significant rise from a year ago
Macron Raises French Retirement Age to 64 Despite Strong Opposition
Controversial change becomes law and dents French President’s popularity as U.S. lawmakers consider tough choices in effort to bolster Social Security’s solvency
New Retirement Plan Consulting Firm Launches ‘Bac(k) Office’ Solution
Just-launched Freedom Fiduciaries introduces new partnership model for financial advisors and broker dealers