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.
6 Lesser-Known SECURE Act Provisions Impacting 401ks
While the major changes resulting from the SECURE Act’s annuities, RMD and open MEPs provisions—plus the elimination of…
Financial Wellness Benefits Poised for Big Growth in 2020
Financial well-being benefits are growing as companies expand offerings to support employees with debt, healthcare, and retirement planning.
2020 Plan Sponsor Focus: Fees, Participant Communication
For the fourth year in a row, plan sponsors ranked “reviewing plan fees” as the most important step…
Average 401(k) Savings Rate Hits New High
American workers are saving a higher percentage of their compensation than ever in their 401(k)s (or “409ks” as…
2020 NAPA 401(k) Summit Adds 3 SECURE Act-Focused Sessions
With the SECURE Act—and its nearly 30 provisions that directly impact retirement plans—now law, there is a palpable…
RIAs Top-of-Mind in SEC’s Just-Released 2020 Exam Priorities
The Securities and Exchange Commission’s Office of Compliance Inspections and Examinations (OCIE) today announced its 2020 examination priorities,…
Retirement Issues Rank High Among Financial ‘Faux Pas’
Not saving enough or waiting too long to start saving for retirement is among the worst financial faux pas according to a new Financial Wellness Survey.
Nine 401(k) Mistakes Many Boomers Make
We’re not going to use the so-2019 catchphrase Millennials overused to shrug their shoulders at Boomers, but it…
‘Stretched’ Out: Adjusting to SECURE Act’s New 10-Year Rule
As of January 1, 2020, the “Stretch IRA” is officially dead as an estate planning tool as a…
Big ‘Best Practice’ Story of 2019—Top Ranked 401(k) Plans
Who’s doing it right? MONEY’s rankings of “401(k) superstars”—companies that offer workers top-rated plans in various industries—caught our…