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.
ESG Matters Listed Among SEC’s 2021 Exam Priorities
SEC 2021 Examination Priorities highlight Reg BI, Form CRS, COVID-19 impacts, and ESG focus for firms and financial advisors.
3 Bills Hold Key to Success for ‘Retirement Security Blueprint’
Three proposed bills in Congress hold the key to advancing 11 of the Insured Retirement Institute’s 30 legislative…
House Republicans Reintroduce Anti-Financial Transaction Tax Legislation
Recent calls from Democrats for a financial transaction tax in the wake of the GameStop saga were met…
Ed Slott Defuses ‘The New Retirement Savings Time Bomb’
Ed Slott’s much-hyped new book, “The New Retirement Savings Time Bomb: How to Take Financial Control, Avoid Unnecessary…
2020 Year-End Self-Directed 401(k) Balances Soar
The stock market’s strong fourth quarter provided a nice year-end boost for retirement plan participants with self-directed brokerage…
By the Numbers: 401(k) Plan CARES Act Activity
CARES Act distributions 2020 show participant trends, with most staying invested and only 6% taking coronavirus-related withdrawals.
Up in All 50: Average 2020 401(k) Growth and Balances by State
The answers: Utah, North Dakota, 30.3%, South Dakota, North Dakota, 6.2% and $22,100. The questions? These are among…
Key Findings from Schwab’s Latest RIA Compensation Report
Compensation costs make up nearly three-quarters (74%) of the typical RIA firm’s expenses, and median cash compensation at…
Financial Situations in 2020 Stressed Out Most Employees
eMoney Financial Wellness Survey shows financial situations caused employees the most stress in 2020 as a result of the COVID-19 pandemic.
New Public Sector DC Plan Database Bears First Fruit
Inaugural Public Retirement Research Lab report reveals initial look at account balances, contributions, loans, asset allocation