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.
3 Spending Patterns Impacting Pre- and Post-Retirees
J.P. Morgan Asset Management paper explores effects of retirement spending behaviors
House, Senate Resolutions Introduced to ‘Disapprove’ DOL Fiduciary Rule
Resolution of disapproval under the Congressional Review Act filed today seeks to invalidate final rule set to take effect in September
Pontera, Stifel Partner to Securely Manage Client 401(k)s
Collaboration unveiled today extends capabilities of more than 2,400 Stifel advisors serving over 200,000 clients
John Hancock Working with MIT AgeLab on Longevity Innovation, Research
Collaboration announced today includes development of first-of-its-kind longevity preparedness index
Groups Urge Supreme Court Review of Ninth Circuit Ruling That Could Explode ‘Frivolous’ ERISA Litigation
ERIC, American Benefits Council and SPARK Institute among those filing amicus brief saying allowing decision to stand would redefine prohibited transactions
Fred Reish Unpacks the DOL’s New Fiduciary Rule
Noted ERISA attorney Fred Reish Esquire, Partner at Faegre Drinker, shares his thoughts on some of the rule’s…
HSA Contribution Limits Increased Slightly for 2025
IRS today announces small inflation-adjusted bump for owners of triple-tax-advantaged Health Savings Accounts
Retraction: CIT Fees Opinion Column on 401(k) Specialist
401(k) Specialist has retracted a post originally published on May 2 that contained factual errors relating to collective investment trusts in target date funds.
9 Years Until Social Security Trust Fund Becomes Depleted
2024 Social Security Trustees Report keeps estimate at 2033 for depletion absent Congressional action
5 Best, Worst Cities to Save for Retirement
New report ranks the top places in the U.S. to live to help build a nest egg, as well as the toughest places to do so