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.
The Most Impactful SECURE 2.0 Provision—and the Big Problem With It: The Carson Group’s Jamie P. Hopkins
The SECURE Act 2.0 is a hot topic, and the Carson Group’s Jamie P. Hopkins is right in…
Competing for those 401k Dollars: Rising Consumer Costs
Increasing costs for housing, automobiles and groceries coupled with surges in consumer credit card and student loan debt put increased pressure on 401k participants
Democratic Senators Again Urge Fidelity to Halt Bitcoin-in-401k Offering
New letter points to recent FTX meltdown as further evidence the digital asset industry is unsuitable for retirement investors—but not everyone agrees
ESG Funds in 401(k)s Cleared by New Labor Department Rule
Today’s final rule from the Department of Labor removes barriers to considering environmental, social, governance factors in retirement plan investments
‘RISA’ Packs Advisory Board with Retirement Industry Heavy Hitters
New “Retirement Income Style Awareness” assessment founded by Wade Pfau and Alex Murguia has already built successful partnerships with Orion, Pacific Life and DPL in advance of January launch
4 in 10 Women Won’t Retire Until Age 70—If At All
New Transamerica Center for Retirement Studies research finds societal headwinds are undermining women’s retirement security
‘Doomscrolling’ Not Helping Nervous Retirement Investors
Wells Fargo study finds 29% would cash out their 401k or IRA investments to cover immediate expenses if they could do so without tax penalties
Industry to Congress: Pass SECURE 2.0 Already!
Retirement industry leaders urgently trying to push the bipartisan retirement reform bill bandwagon over the finish line during the lame-duck session
Fidelity 401(k) Report Card: Silver Linings Among More Declines in Q3
Average 401k balance drops below the six-figure mark, but participants haven’t cut back on contribution rates
Survey Says Few Americans Achieving Retirement Planning Goals
A Thrivent survey found financial concerns like inflation and future healthcare expenses are impacting people's level of retirement readiness