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.
HSA Eligibility Expansion Under OBBB Detailed in New IRS Guide
Guidance released today covers new tax benefits for health savings account participants under the One, Big, Beautiful Bill
401GO Raises $33 Million in Series B Funding to Expand Advisor and Embedded Partner Ecosystem
Fundraise will allow firm to scale in-house technology to meet growing partner demands
BofA Enhances Workplace Benefits Platform
Solution for business owners and employees offers greater access to suite of retirement plans, health benefits and financial wellness resources
Gen X Didn’t Prioritize Retirement Saving Until 50—Can They Catch up?
Study finds 6 in 10 non-retired Gen Xers didn’t view it as a serious priority until age 50 or later, creating a domino effect
INVEST Act in House Could Finally Be Vehicle to Allow CITs in 403(b)s
Retirement Fairness for Charities and Educational Institutions Act one of 20 bills included in bipartisan capital formation package House reportedly will consider next week
Vanguard, TIAA Team Up to Launch Target-Date CIT with Built-In Annuity
Two trusted names delivering an in-plan retirement income solution providing a guaranteed income stream for life
‘Pension Predators’ Hearing Targets Abusive ERISA Lawsuits
Tuesday committee hearing explores concerns about formulaic ERISA class actions critics say enrich plaintiff attorneys and stifle plan innovation
Greece Tops 2026 Global Retirement Index for First Time
Affordable living, strong healthcare, easy visas, and a Mediterranean lifestyle push Greece past longtime leaders like Portugal and Panama and Costa Rica in International Living’s new rankings
Fifth Circuit Acts Quickly in Granting EBSA Request to Dismiss Fiduciary Rule Appeals
Opponents celebrate developments; DOL could put forth a new fiduciary rulemaking effort as soon as next May
Bipartisan Bill to Streamline 401(k) Distribution Options, Expand In-Service Rollover Choices is Back
The Retirement Simplification and Clarity Act would provide more flexibility, clearer guidance to Americans navigating retirement savings decisions