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.
10 Cheapest and 10 Most Expensive States to Retire Early
GOBankingRates determines how much would be needed by state to retire at 50
How 401(k) Participants Benefit from Employer Matches, Falling Fees
New ICI and ISS MI BrightScope report analyzes large 401(k) plan design
Traffic Light Rating System Coming to Defined Contribution Plans in UK
Pension schemes will get a red, amber or green rating under proposed framework to judge the value for money they provide participants
401(k) Forfeiture Lawsuit Wave Still Splashing West Coast
Recent rulings show use of forfeited funds to reduce future employer contributions instead of lowering plan expenses may violate ERISA, trumping IRS guidance
Voya Passes $100 Billion Milestone in Multiple Employer Solutions
Growth across MEPs, PEPs and other customized solutions helps recordkeeper to 15% year-over-year increase in total assets
10 Financial Advisory Firms Recognized as 2024 ‘Charitable Champions’
Invest in Others Charitable Foundation announces this year’s best at giving back to their communities
How the 2024 Election Could Impact Elder Student Loan Debt
New research predicts Dems would continue to support student loan debt reforms aimed at boosting retirement readiness while GOP win would halt them
Retirement Income Solution Debuts at J.P. Morgan Asset Management
SmartRetirement Lifetime Income allows participants to use familiar target date funds and transition to a personalized retirement income strategy supported by multiple insurers
SEC Fines 26 Firms Nearly $400 Million for Recordkeeping Failures
Fines levied for “widespread and longstanding failures” in regard to maintaining and preserving electronic communications
2025 Social Security COLA Prediction Keeps Falling
As inflation moderates, expectations around a 2.6% cost of living adjustment are coming into focus