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.
Half of Retirees Report Expenses Higher Than Expected: Schroders
New survey shows 58% don’t know how long their savings will last in retirement
Employees Want More Help Maximizing Workplace Financial Benefits
New Morgan Stanley at Work research finds employees increasingly value retirement planning guidance, financial education, and personalized workplace benefits as employers look to improve engagement and retention
State Auto-IRA Programs Eclipse $3 Billion in Retirement Assets
State-facilitated retirement savings plans now count 1.2 million funded accounts as more states grow and launch auto-IRA initiatives
PGIM Launches Private Credit CIT for Defined Contribution Plans
New collective investment trust gives DC plans access to investment-grade private credit through structures designed to address liquidity, fiduciary, and operational considerations
DOL Grants Temporary Relief on SECURE 2.0 Paper Statement Rules
Bulletin gives plan sponsors, recordkeepers, and TPAs added flexibility as industry prepares for new paper pension statement requirements and awaits final DOL regulations
401GO Opens Expansive New Utah Campus Amid Rapid Growth
Fast-growing 401(k) fintech unveils new headquarters six times larger than its previous office as it scales operations, adds employees, and expands advisor partnerships nationwide
Social Security Benefits Have Lost Nearly 14% Buying Power Since 2016
New research from The Senior Citizens League finds Social Security COLAs continue to lag real-world inflation, leaving retirees struggling to keep pace with rising costs
Ascensus to Acquire AmericanTCS in Retirement Tech Expansion
Deal broadens Ascensus’ retirement, PEP, trust, custody, and technology capabilities while expanding reach across retirement plan ecosystem
7 Most Affordable ‘Best Places to Retire’ in 2026: Forbes
Forbes is out with its new 25 best places to retire list today, and these are the ones with median home prices under $300,000
Lincoln Financial Sees Strong Growth in Retirement Plan Services
Earnings call reveals sector earnings rose 26% in Q1 thanks to spread expansion, disciplined growth, and modernization efforts driving momentum