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.
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.
Alight Going Public After Blackstone Sells It in $7.3B Deal
Alight Solutions is going public. It was announced Monday that Blackstone will merge the recordkeeping and benefits company…
Fidelity Matches Vanguard Move to Lower Investment Minimum for Institutional TDFs
Fidelity Investments this week mirrored a recent move by Vanguard in announcing that effective January 19, 2021, it…
Here’s How Much the Average Retiree Has Now (Hint: It’s Not Enough)
According to a new report, the average retiree has $177,787 in retirement funds, which is just 39% of…
This is the No. 1 Fear of Americans Facing Retirement
Pop quiz, hotshot: What is the No. 1 fear of Americans facing retirement. Give yourself a gold star…
Biden Taps ‘Tenacious Regulator’ Gensler to Lead SEC
Gary Gensler SEC nomination signals tougher Wall Street oversight and stronger investor protection under the Biden administration.