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.
Most Americans Leaving Crucial Legacy Decisions Up in the Air
Legacy planning is a back-burner issue for most Americans according to a new survey by Edward Jones. While…
Steep Social Security COLA Drop Expected for 2020
The Social Security cost-of-living adjustment (COLA) for 2020 will be considerably lower than the 2.8% COLA received this…
Reg BI Lawsuit: 8 Attorneys General Sue SEC
New lawsuit claims SEC’s ‘Regulation Best Interest’ fails to protect investors or meet standards laid out in Dodd-Frank Act.
Consumers Trust ‘Advisors’ More than ‘Brokers’
Financial advisor titles shape trust, with planners and advisors seen as more credible than brokers or insurance agents.
National 401k Day 2019: PSCA Offers Awareness Game Plan for Plan Sponsors
Please, save responsibly tonight as you celebrate National 401k Day. Friday, Sept. 6, marks the 2019 celebration of…
Lawsuit Targets Fiduciary Failures of One of the ‘Most Expensive’ 401k Plans in U.S.
The latest class action 401k lawsuit was filed in Texas on Tuesday against San Antonio-based grocery chain H-E-B,…
Assets in Advised SDBAs Nearly Double that of Non-Advised Accounts
Retirement plan participants with self-directed brokerage accounts (SDBAs) who work with a financial advisor had an average plan…
ACA Not Prompting Earlier Retirements, Study Finds
ACA impact on retirement finds no early exits from work, as older Americans keep working despite increased health coverage.
SEC Charges Advisor Firm, Principals with Defrauding Retired NFL Players
In an extreme case of unsportsmanlike conduct, a former RIA and an attorney who represented a group of…
MIA: Clear Guidance About Missing 401(k) Participants
With the Department of Labor by all accounts stepping up a national audit campaign targeting 401(k) plans with…