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.
Generational Investor Confidence High Thanks to More Options, Starting Sooner
Schwab Modern Wealth Survey finds each generation thinks it’s in a better position to achieve financial goals than the previous one
Health Savings Accounts: By the Numbers
Key metrics and insights on the current state of the HSA market
2025 Social Security COLA Forecasts Recede Slightly
Predictions for next year’s raise decline for first time this year based in today’s inflation data
Rhode Island Joins Growing Ranks of Auto-IRA States
Lawmakers overwhelming pass bill creating Rhode Island Secure Choice Retirement Savings Program
Just 1 in 4 401(k) Participants Expect to Maintain Standard of Living in Retirement
Cerulli research finds plan sponsor concern participants won’t take advantage of a financial wellness program
Why Social Security Fix Needs to Happen Sooner vs. Later: Munnell
Investing trust fund in equities, raising payroll tax among potential fixes offered in Center for Retirement Research brief, which emphasizes how further delay hurts younger generations
Jerry Schlichter Preps Advisors for Fiduciary Rule Changes
The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan…
Most Wanted Retirement Benefit: Guidance
Access to financial advisors linked to retirement planning remains high priority, finds Morgan Stanley at Work study
Vestwell Ramps Up Advisor Access, Abilities of JPMAM’s Everyday 401(k)
Small biz workplace savings solution now enables advisors to serve as a 3(38) investment manager
Managed Account Participants Contribute Higher Percentage of Income
Edelman Financial Engines report analyzes 20 years of 401(k) managed account data