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.
‘2025 National Retirement Summit’ Coming March 12 from BlackRock, Bipartisan Policy Center
Invitation-only event will bring 250 industry leaders, policymakers and execs together in D.C. to prioritize policy supporting personal savings
First-Ever ‘401(k) Customer Experience Guarantee’ Starts March 1 from Human Interest
Plan sponsors and participants will be compensated if San Francisco-based plan provider doesn’t meet its new commitments
‘Ask ALI’ Debuts to Help Americans Grasp Retirement Income Planning Concepts
New AI chatbot from the Alliance for Lifetime Income tasked with helping consumers find simple answers to questions about retirement planning
401(k) Forfeiture Lawsuits and SECURE 2.0 Compliance with Richard Clarke
The “flavor of the month” in retirement plan ERISA lawsuits seems to be 401(k) forfeiture reallocation cases, where…
Prime Time
Jania Stout and Scott Colangelo tell the story behind the retirement industry icon’s big move to Prime Capital Retirement
Hall of Fame Created for Financial Planners
Nominations open today for CFP Board’s new recognition program honoring champions of financial planning
Public Employees More Likely to Opt for Default Investments in DC Plans
New MissionSquare Research Institute study shows more than 80% of public defined contribution plan participants accept the default option
Top Social Security Official Resigns in Wake of Clash with Musk’s DOGE
Michelle King replaced as acting commissioner by Leland Dudek after King refused to comply with DOGE demand for access to sensitive info; Move raises alarms with Social Security advocates
Student Loan Retirement Match Program Making a Big Impact at Candidly
SECURE 2.0-enabled solution driving significant increases in retirement plan participation and employer match maximization, reveals provider’s 2024 Annual Impact Report
Half of U.S. Workers Unaware of Saver’s Credit
As tax season ramps up, TCRS says participants need a reminder of potentially eligibility