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.
Trump’s BBB to Accelerate Social Security, Medicare Insolvency by Another Year: CRFB
One Big Beautiful Bill Act becoming law means insolvency in 2032 rather than 2033; Bill does not eliminate Social Security taxation, but does provide special tax break for seniors that Trump claims amounts to no taxation on benefits; “Trump Accounts” make the cut
Most Older Americans Fear Social Security Benefits Will Be Cut
New survey finds only 9% of Americans age 50+ feel very confident government will fix Social Security without cutting benefits; only 15% think payroll taxes will be increased
‘Bobby Bonilla Day’ Enhanced This Year by New Short Film from TIAA and Nuveen
Legendary deferred compensation contract celebrated with “The Big Deal,” which shows how DC plan participants can also lock in lasting security like Bonilla
Capital Group Enhances SMB Retirement Plan Service Capabilities
New advances to RecordkeeperDirect platform underscore firm's focus on helping advisors win small- to mid-size retirement plan business
U.S. Median Age Hits New Record High While Under-18 Population Falls
New data from U.S. Census Bureau finds number of older Americans spiked 13% in past 5 years as number of children declined 1.7%, amplifying demographic challenges for retirement market
Aronowitz Inches Closer to Confirmation as EBSA Head
Former Encore Fiduciary leader now awaits full Senate vote after being advanced by HELP Committee
Great Gray’s New TDF Solution with Private Markets Access to be Powered by BlackRock’s Proprietary Glidepath
BlackRock research shows how purpose-built private markets exposures can deliver 50 bps of additional performance for target date funds, translating into 15% more for retirees
Plan Sponsors Embrace Proactive Strategies for Better Participant Outcomes
New study from J.P. Morgan Asset Management shows expansion of financial wellness initiatives, openness to retirement income solutions
The Action Plan: New Lincoln Financial Series Helps Retirees Pursue Passions
Famed podcaster Rich Roll hosts limited series with episodes featuring Andre Agassi, Walker Hayes, Sarah True and Morgan Housel
Analysis of New Social Security Trustees Report Exposes Harsh Realities
Accelerating insolvency timelines, high costs of fixes and inaction on Capitol Hill contributing to bedrock retirement program’s ever-growing financial troubles