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.
Record Growth of CITs Spurs Rebound of Contributions to Target-Date Strategies
Morningstar report finds lower costs lead to “remarkable advance” of collective investment trusts
401(k) Advice a Key Part of ‘Offboarding’ Process
Amid “Great Resignation,” helping departing employees transfer their retirement plan assets leads to positive exits, new research finds
Employee 401(k) Contributions Not Just for Retirement Anymore?
U.S. employers increasingly eye enhancements to defined contribution plans, new WTW survey finds
New Jersey Auto-IRA Program Kicks Off March 28
Garden State will be the eighth to mandate employers offer their own retirement plan or auto-enroll employees in the state program
5 Key DC Trends from New Morningstar Retirement Report
Just-released inaugural report offers an in-depth look at the trends and forces reshaping 401k plans—where the findings may surprise you
RPS Retirement Plan Advisors Launches Pooled Employer Plan
“RPS SmartCourse Savings Plan” allows employers to take advantage of combined plans that are cost-effective and reduce liability
Startup Penelope Targets Small-Biz 401(k) Market
New York-based company announces it has raised $2.1 million to help build out its retirement savings platform and 401k subscription model
Vanguard Faces Lawsuit Over Decision to Lower TDF Investment Minimums
Proposed class action suit says Vanguard caused smaller retail investors to pay “substantial” capital gains taxes after retail target-date fund sell-off as result of change
Wednesday is ‘3(16) Day’ to Celebrate Fiduciary Services
Pentegra designates March 16 as such to promote the value of a 3(16) fiduciary
2023 Social Security COLA: Another Major Increase Likely
VERY early 2023 projection from The Senior Citizens League shows next year’s cost of living adjustment could far eclipse 2022’s 5.9% increase