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.
401(k) Advisors Working Overtime to Guide Existing Clients Through Pandemic
Sometimes it’s hard to think about generating new business when you’re focused on servicing existing clients. As new…
First Advisor-Focused Behavioral Finance Designation Debuts
We’re big believers in the merits of behavioral finance here at 401k Specialist, so we were intrigued to…
Millennials, Gen Z Fear Long-Lasting Negative Financial Impact from Pandemic
New Georgetown survey finds one in four young adults say the pandemic will have a long-lasting negative financial impact on them financially.
How Self-Directed 401(k)s Performed in Q3
The third quarter was a solid one for self-directed 401(k) accounts according to Charles Schwab’s latest SDBA Indicators…
DAiM Launches ‘First ERISA-Compliant’ Bitcoin 401(k) Plan
Newport Beach, Calif.-based asset manager Digital Asset Investment Management (DAiM), which bills itself as the first licensed Registered…
Reps. Neal, Kelly Named ‘2020 Federal Champions of Retirement Security’
House Ways and Means Committee Chairman Richard Neal (D-MA) has certainly been a high-profile advocate of legislative efforts…
How Avoiding Complex Financial Terms Can Benefit 401k Plans
In the employer-sponsored retirement plan arena, poor understanding of financial terms is not the fault of 401k plan…
TIAA Leader Ferguson Announces 2021 Retirement
TIAA President and CEO Roger Ferguson announced today that he will retire from the company, effective March 31,…
Student Loan Debt on Front Burner for Biden?
We’re going to learn a lot about what will happen with student loan debt in the coming two…
Jumping into the PEP Pool: Principal Readies Plan for 2021
Now that the Department of Labor has adopted a final rule establishing registration requirements for pooled plan providers,…