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.
DOL Starts Collecting Data for Retirement Savings Lost & Found
SECURE 2.0 mandates the new online database go live by Dec. 29
Big Changes in U.S. News 2025 ‘Best Places to Retire’ List
New methodology shakes up U.S. News & World Report ’s rankings released today, catapulting Florida towns up the list while Pennsylvania towns plummet
How Company Mergers Affect Retirement Plans with Inspira Financial’s Pete Welsh
In this episode, we sit down with Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial,…
10 Cities Where Social Security Benefits Evaporate Fastest… And 10 Where They Last Longest
New analysis from GOBankingRates shows Social Security lasts fewer than 10 days in six cities; lasts more than a month in four
Current State of Retirement Plan Forfeiture Litigation Subject of Wagner Law Update
25 forfeiture lawsuits have been filed to date; brief focuses on recent Clorox decision and potential impact of Supreme Court Loper Bright ruling
Post-Chevron Ruling Toolkit Rolled Out by ERISA Law Firm
Resource designed to help clients understand, anticipate and navigate the full impact of June’s landmark Supreme Court decision
Self-Directed 401(k) Balances Up 21% in Past Year: Schwab Report
Apple reclaims top spot from Nvidia among SDBA equity holdings
New Future Capital Partnership Targets Held-Away 401(k) Assets
Deal with SS&C's Black Diamond Wealth Platform integrates customized 401(k) solution for Registered Investment Advisors
401(k) Balances at Bank of America Spike 11% in Q3
Average balance now tops six figures after closing 2023 at $86,000
Medicare Premiums Growing Twice as Fast as Social Security COLA
As CMS announces 2025 Medicare premiums and deductibles, new analysis finds Medicare Part B costs growing at more than double the rate of the Social Security cost-of-living adjustments