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.
Familiar Name Tops J.D. Power Retirement Plan Digital Satisfaction Rankings
Redesigned 2021 study finds many 401k plan miss mark on delivering guidance to participants through digital channels
SECURE Act-Dictated Changes to Form 5500 Proposed
DOL publication of proposed changes for updating Form 5500 filing requirements and instructions triggers start of 45-day comment period
Why Big Plan Sponsors Want Strategic Partners: 2021 NAPA 401(k) Summit
When working with a big 401k plan sponsor like UPS, advisors can be rewarded for bringing more to the table than just retirement expertise
The Advisor Opportunity in ESG: 2021 NAPA 401(k) Summit
As the retirement industry awaits new DOL guidance, many think advisors are in an ideal position to help plan sponsors and participants get up to speed
2022 Social Security COLA: Final Estimate Confirms it Will More Than Quadruple
The Senior Citizens League narrows down what official cost of living adjustment for next year will be to within a tenth of a percent
How to Battle COVID Burnout: 2021 NAPA 401(k) Summit
Advisors are dealing with burnout at work like everyone else, but there are strategies to combat it
Auto-IRA, Saver’s Credit Provisions of $3.5 Trillion Spending Bill Pass Key Committee
Legislation that would require U.S. companies without retirement plans to automatically enroll workers in individual retirement accounts narrowly…
Buying Spree: Mariner Wealth Advisors Acquires Yet Another RIA
Kansas City-based RIA firm Mariner Wealth Advisors extended its summer streak of growth with yet another acquisition announcement…
401k Plan Sponsors See Value in Using a Single Recordkeeper
Plan sponsors using a single recordkeeper to manage multiple retirement plans see better overall time savings and fewer…
Help for Advisors in Advance of New IRA Rollover Requirements
With a December compliance deadline looming, Broadridge Fi360 today announced the availability of an enhanced Decision Optimizer software…