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.
Fidelity’s ‘Bitcoin-in-401ks’ Plan Moving Forward Despite Questions from Senators
While a trio of Senators sent a letter this week to Fidelity questioning what they call an “immensely troubling” decision to allow 401k participants exposure to “an untested, highly volatile asset like Bitcoin,” plans to launch this fall remain on track
Retirement Plans Trail Only This Benefit in Long-Term Employee Retention
New Paychex study finds offering two specific benefits are keys to long-term retention amid Great Resignation
Manchin’s Surprise Reconciliation Deal: Big Corps, Wealthy Pick Up Tab
A 15% corporate minimum tax, increased IRS enforcement and taxing unrealized capital gains expected to pay lion’s share of $433 billion tab
Prospecting Tool for 401k Advisors Designed to Add Scale, Efficiency
John Hancock Retirement launches new “prospect finder” tool for financial professionals to make finding and managing leads simpler
Modern Trading Tech Helps Workers Retire 2 Years Sooner: Report
Market automation has resulted in 30% more lifetime savings for investors, study from Modern Markets Initiative finds
Leaders on the Move: Retirement Industry Changes Ramp Up in July
Some big changes this month at or near the top among a number of prominent retirement industry companies
Workers Seriously Rethinking that 2022 Retirement Date
Inflation and market decline are causing nearly half of Americans who had planned to retire this year to people to reconsider, Quicken survey shows
Public Pensions Facing Largest Single-Year Decline Since 2009
“State of Pensions” from Equable Institute finds state and municipal pension funding shortfall to grow to $1.4 trillion in 2022, erasing nearly half of gains from 2021’s record investment returns
Financial Stress a Reliable Predictor of Financial Wellness
New research finds adoption of financial wellness programs can reduce stress, lead to better retirement outcomes
Workplace Financial Wellness Platform Debuts at Edelman Financial Engines
New offering provides digital resources, one-on-one counseling and planning services designed to help employees address key financial moments in life