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.
EBSA Recovered $1.4 Billion in 2023 for Employee Benefits Plans, Participants and Beneficiaries
Recoveries made through enforcement efforts, informal complaint resolutions
401(k) Managed Account Users Out-Saving TDF Participants
Edelman Financial Engines client data shows managed accounts users contribute more and are more likely to keep assets in-plan
401(k) Savings Incentives Seriously Amplify Wealth Gaps: MIT Paper
Researchers find Black, Hispanic workers contribute 40% less to 401(k)s
Student Loan Payments Negatively Impact 401(k) Contribution Rates, Account Balances
Joint EBRI-J.P. Morgan Asset Management report finds making student loan payments lowered both the average employee contribution rate and account balance
Building a Business Cold Calling: A Story About the American Dream
(k)quote’s Steve Wilkinson shows how it’s done
Modest Start to 2024 for Thrift Savings Plan Funds
C Fund leads way with 1.68% gain in January while three of five core funds in the red for the month; data show nearly 9 in 10 get full 5% match
‘Automatic IRA Act of 2024’ Enthusiastically Welcomed by Retirement Industry
Bill introduced today by Rep. Richard Neal (D-MA) has support of ARA and IRI, among others
Helping Key Employees Build Retirement Assets a Growing Priority for NQDC Plans
While a vital top talent recruitment tool, Plan Sponsor Council of America’s survey of non-qualified deferred compensation plans finds spike in goal of “accumulating assets”
Gen Z Outpacing Earlier Generations in Retirement Savings
And they really value their 401(k) plans, separate new research from ICI and The Standard finds
Auto-Accounts: The Next ‘Nudge’ from Shlomo Benartzi
After his latest op-ed in The Wall Street Journal, the famed behavioral economist expands on it for 401(k) Specialist to help plan advisors get involved