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 Skips ‘401(k)s for Housing Down Payments’ Details in Davos Speech
After teasing recently that specifics for a proposal to allow 401(k) funds to be used for a down payment on a house would be revealed during his remarks today at the World Economic Forum, President makes no mention of it during hour-plus address
6 Top International Retirement Destinations for 2026
Live and Invest Overseas releases new list of hot spots for expats, with the No. 1 spot being perhaps the most well-known expat haven there is
Trump Plan to Use 401(k) Money for Housing Down Payments to be Revealed in Davos Next Week
White House economic advisor Kevin Hassett said mechanics “still being worked out” but Trump will talk about it at World Economic Forum
‘America-First’ Line of Separately Managed Account Investment Vehicles Debuts from Trump Media, Partners
Truth Social-branded portfolios built around “American values and priorities”
IRS Updates Safe Harbor Explanations for Retirement Plan Administrators
Notice 2026-13 revises how plan administrators can inform participants about the tax implications of rollover distributions
House Passes Rep. Allen’s Anti-ESG Retirement Investing Bill
The Protecting Prudent Investment of Retirement Savings Act would ensure retirement plan sponsors make investment decisions exclusively based on economic factors and financial returns
T. Rowe Price ‘Income Solver’ Software Debuts to Help Extend Client Retirement Income
New tool for financial advisors coordinates clients’ withdrawals from investment assets, Social Security while minimizing tax impact
Blackstone Joins Empower’s Private Markets Investment Partnership Program
Move brings additional global scale and alternative-asset leadership to the recordkeeper’s retirement-plan private markets initiative
401(k) Plan Price Match Guarantee Debuts at Human Interest
“First-of-its-kind” move termed a commitment to customers for price transparency
2025 Inflation Rate Lowest Since 2020 as Average 2026 Social Security Checks Top $2K
The Senior Citizens League forecasts 2027 COLA raise on track for 2.5%