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.
Voya Sharpens Workplace Focus with Sale of Indy Financial Planning Channel to Cetera
In a move reflecting an increased focus on institutional clients and financial planning support closely aligned with the…
Most & Least Expensive Places in the World to Retire are…
When you think of Bermuda, you might think of its namesake shorts or its beautiful pink sand beaches.…
Creative Planning’s Buying Spree Extends into 2021 with Biggest Deal Yet
Creative Planning Inc., one of the nation’s largest Registered Investment Advisers (RIAs), announced Feb. 4 it has acquired…
Nationwide, Annexus Roll Out ‘Next-Gen’ In-Plan Guaranteed Income Solution
Nationwide and Annexus Retirement Solutions today announced that they have partnered to bring to market “Lifetime Income Builder,”…
Labor Nominee Walsh Set for Thursday Confirmation Hearing
Labor nominee Marty Walsh is expected to face many questions about retirement security challenges during confirmation hearing on Thursday.
Another PEP Pops Up, This Time for CPAs in Massachusetts
Another PEP has popped up. Integrated Partners, a national financial planning and registered investment advisory firm, with advisory…
2021’s 5 Best & Worst States to Retire
Personal finance website WalletHub recently released its report on 2021’s Best States to Retire, comparing all 50 states…
TSP Core Funds Show Strong Gains in 2020, Thanks to Remarkable Year for S Fund
Led by remarkable returns in the S Fund (Small Cap Stock Index Investment Fund), the U.S. government’s Thrift…
How a Financial Transaction Tax Would Hamstring 401(k) Savers
Middle class Americans saving for college, retirement and other life milestones would see a “backbreaking tax bite” if…
Few 401(k) Plans Currently Offer Alternatives Within TDFs
401(k) ESG investments remain limited, with only 24% of plan sponsors adopting sustainable options in recent years.