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.
Total U.S. Retirement Assets Down 1.6% in Q1 2025; IRAs Growing Faster than DC
New reports from the Investment Company Institute and Hearts & Wallets put defined contribution assets at $12.2 trillion compared to $16.8 trillion in individual retirement accounts
Sen. Warren Questions Empower’s ‘Private Markets Investments in Retirement Plans’ Initiative
Ranking member of Senate Banking Committee sends letter to Empower CEO Edmund Murphy III with series of questions about the company’s plans; Empower says it will respond
2025 Social Security Trustees Report Shows 23% Benefit Cut on Tap by 2033
Annual report released today shows that absent Congressional action, the OASI Trust Fund’s reserves will become depleted in 8 years, with continuing program income sufficient to pay 77% of scheduled benefits
Nuveen Acquires Brooklyn Investment Group
Priority in deal for custom multi-asset direct indexing provider will be to speed integration of Nuveen’s alternatives and lifetime income capabilities into tax-advantaged offerings
Nearly 22 Million Seniors Live on Social Security Alone: TSCL
2025 Senior Survey finds almost 4 in 10 depend on program for entirety of retirement income
SEC Pulls Back 14 Proposed Rules from Prior Administration
Included among them are rules pertaining to ESG disclosures, predictive data analytics, safeguarding advisory client assets, and cybersecurity, among others
Previewing SWAY | LIVE 2025 with Sheri Fitts
The third edition of the retirement industry’s least traditional conference is coming up Aug. 3–5 in Milwaukee, Wis.…
Record-Breaking $69 Million Settlement in UnitedHealth 401(k) Case Finalized
Settlement said to be largest ever for a mismanaged retirement funds case
Ric Edelman Calls for Crypto Allocation of 10%-40%
Famed advisor advocates a minimum 10% crypto allocation for all clients, and declares the traditional 60/40 model "obsolete" at digital assets conference in Dallas this week
Recordkeepers Have Golden Opportunity to Influence Mass Affluent 401(k) Participants: Cerulli
New report finds retirement account providers are the primary source of retirement planning and financial advice