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.
Two 401k-Focused RIAs Tap Fintech Vise for AI-Powered Custom Portfolios
Vise announces Greenstone Wealth Management and CPR Financial and Insurance Services are now using its platform
Biden Cancels $10,000 in Student Debt, Extends Repayment Pause
President lays out his “responsible and fair” plan to address the student loan debt issue, and warns pandemic-paused loan repayment will definitely resume starting in 2023
With Most Americans Concerned About Outliving Retirement Savings, Are Advisors Doing Enough to Help?
New survey of RIAs finds many lag on providing strategies for retirement income planning while remaining focused on accumulation
Today’s ‘No Normal’ Retirement Journey Mapped Out
New resource from 29 leading retirement, finance, health, and aging experts designed to help people planning for and living in retirement
Nearly Half of Plan Sponsors Considering Changing Advisors, Recordkeepers
Fidelity Investments’ Plan Sponsor Attitudes Study finds two in three plan sponsors say prospecting advisors have “piqued their interest”
J.P. Morgan Asset Management Taps Edelman’s Steve Rubino to Lead Retirement Biz
Company also appoints Brant Wong as Head of Retirement Platform across product, service and sales
20 Fast-Growing, Retirement-Focused Firms from Inc.’s 2022 List
Inc. Magazine’s latest list of the fastest-growing private companies in America includes a select few with an emphasis on retirement planning
2022 Safe Harbor 401(k) Deadline Quickly Approaching
Small businesses considering going the Safe Harbor route this year have until October 1
401k Savings in Small Plans Lag Far Behind Bigger Companies
New report from Transamerica Institute and its Transamerica Center for Retirement Studies shows how employers can do more to support employees and bridge gaps in benefit offerings
Two Top Reasons Retirees May Rejoin the Workforce
Many worry age could be a barrier to coming back, but the promise of remote work makes the prospect of unretiring more appealing