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.
Self-Directed 401(k)s Enjoy Strong Q3 Growth: Schwab
Record stock market highs boost average balances by 5.7% over Q2 2025
Seekr, Stephano Slack Partner on AI Agents to Slash 401(k) Audit Time 90%
Companies say AI agents developed through new collaboration reduce manual extraction work from 50 hours to 2 hours in most environments
Schwab to Match Treasury’s Trump Account Contribution for Its Employees
Move will double federal government’s initial $1,000 seed money for eligible children
EBRI Announces 2025 Lifetime Achievement Award Winners
Greenwald Research’s Mathew Greenwald and American Benefits Council’s James Klein recognized for career efforts in preserving, protecting and enhancing retirement security, health benefits
Bob Doll: 7 of 10 2025 Predictions Came to Fruition
Crossmark Global Investments leader says investors expect yet another year of double-digit earnings and stock market gains in 2026, but it will be a “tougher year to make money”
Fred Reish Joins Prime Capital Retirement
Highly respected ERISA authority leaving Faegre Drinker to lead Prime Capital Retirement’s fiduciary and ERISA practice
Plan Sponsors See Private Markets Investments Improving Retirement Outcomes
HarbourVest Partners survey finds 86% view diversification across private assets as key guardrail for managing risk
Gen X Predicts Retiring $400,000 Short of What They Think’s Needed
Schroders study finds most Gen Xers approaching retirement without a financial plan or advisor
Neal’s ‘Automatic IRA Act’ is Back
Congressman reintroduces bill requiring employers with more than 10 employees that do not sponsor a retirement plan to auto-enroll employees in IRAs or 401(k)s
2025 Form 5500 Informational Copies Released by DOL, IRS
New plan characteristic codes added; IRS will release paper copies of Form 5500-EZ and instructions for 2025 separately on its website after Jan. 1, 2026