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.
Concerns Over SECURE Act Annuity, Stretch IRA Provisions
The retirement reform-focused SECURE Act (H.R. 1994) has an unusual level of bipartisan support, as evidenced by the…
Public Pensions Rebound in Q1 2019
New Milliman study shows the largest U.S. public pension plans saw a $185 billion jump in funding in Q1 2019, largely due to stellar investment gains.
IRS Announces HSA Contribution Limits for 2020
IRS confirms HSA annual contribution limits will increase $50 to $3,550 for self-only coverage and by $100 to $7,100 for family coverage for 2020.
Senators Booker, Young Reintroduce Federal Retirement Commission Act
Buried in the wake of the House of Representatives passing the SECURE Act on May 14 was the…
National 529 Day: States Aim to Boost Awareness
It’s May 29, which means it’s “529 Day,” or more formally, National 529 College Savings Plan Day—a new…
Plan Participants Rank Top 401(k) Providers
Charles Schwab, Bank of America and Fidelity Investments topped the respective large-, medium- and small-sized 401k plan participant…
SECURE Act Sails Through House
SECURE Act passes House with strong bipartisan support, aiming to boost retirement savings and security for American workers.
Forecast Sunny for U.S. Financial Wellness Market
The U.S. financial wellness market is expected to grow 13% annually by 2024, thanks to a Millennial-fueled surge in demand.
Senators Show 401(k)s Some Love on Capitol Hill
401(k) plans are getting a lot of love from Senators on Capitol Hill, as they state their cases…
A Decade After Financial Crisis, Americans Cautious But Optimistic
It’s now been over 10 years since the financial crisis of 2008 wreaked havoc on the financial situations…