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.
Under-the-Radar 401(k) Performance Metric Takes Center Stage: Excel 401(k) 2020 Digital Series
While participation and deferral rates typically garner the lion’s share of attention when talking about key 401(k) plan…
How Millennials Plan to Buck Traditional Retirement Norms
New research from Vanguard explores how Millennials are planning to redefine and challenge traditional retirement norms like retiring…
‘Millionaire Tax’ Coming to N.J.—Will Other States Follow Suit?
New Jersey is adding a wealth tax on its millionaires in an effort to “fight the financial realities…
Scaramucci Speaks, Stout Named 2020 TAPO Honoree: Excel 401(k) 2020 Digital Series
It was Friday-Funday for the Excel 401(k) 2020 Digital Series, with Jania Stout being named 2020’s Top Advisor…
Schlichter Targets Pentegra MEP in Latest Excessive 401k Fee Lawsuit
A lawsuit was filed earlier this week in U.S. District Court in New York City against Pentegra Retirement…
Principal: 99% of 401k Participants ‘Stay the Course’ in August
Most 401k participants and plan sponsors continue to “stay the course” while navigating the uncertainty surrounding the COVID-19…
Americans Eager to Review, Change Benefits Due to COVID-19
Roughly seven in 10 employees (71%) plan to spend more time reviewing voluntary benefit options offered by their…
Convincing Plan Sponsors of the Value of Financial Wellness: EXCEL 401(k)
Many employers may not realize it or think about it, but when you get right down to it,…
DC Plan Core Menu Evaluator Tool Launches
J.P. Morgan Asset Management Launches New Core Menu Evaluator, dedicated to analysis and selection investments for defined contribution plans.
5 Biggest Expenses for Retiree Households
Latest Consumer Expenditure Survey shows how much the average retiree household spends per year, with the biggest chunk going toward housing.