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.
Independent PEP launched by Pentegra, The 401(k) Plan Company
The latest Pooled Employer Plan is open to any 401k plan sponsors and advisors. Pentegra, a leading provider…
TSP Millionaire Ranks Rocket to Uncharted Territory
It’s been a good decade, and a great past year for well-tenured participants in the federal government’s Thrift…
Study Warns Massachusetts Tax Proposal Would Raid Retirement Plans
If passed, a constitutional amendment to impose a graduated income tax would raid the retirement plans of Massachusetts…
HSA Investment Growth Soars in 2020
Health Savings Accounts reached $82.2B with 30M accounts in 2020, showing strong growth in contributions, assets, and investments.
NYC Millionaires to Pay Highest Tax Rate in U.S.
New York City millionaires will soon be subject to the country’s highest tax rate in the wake of a 2022 budget deal, surpassing California.
Agendas Released for Pair of May Retirement Industry Virtual Conferences
Speaker lineups and content agendas for a pair of virtual retirement industry conferences coming in May were announced…
Only 3% of Near-Retirees Aced this Basic Social Security Quiz. Would You?
More than half of near-retirees don’t know much about Social Security, apparently. Just over one-third (35%) of people…
Retirees Unhappy With 2021 Social Security COLA ‘Boost’
That 2021 Social Security cost of living adjustment (COLA) increase of 1.3% isn’t keeping up with real-world cost…
Advisors Still Stressed, But Most Grew Business in 2020 (and Like Their Jobs)
A new report finds financial advisors remained highly resilient during the pandemic and that the majority were able…
Biden’s ‘Historic’ Spending Plans Could Spur Rush to Roths
There could be a “cause and effect” in play in the retirement market as President Joe Biden unveiled…