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.
IRS Reminds Retirement Savers of RMD Deadlines, SECURE 2.0 Changes
Those age 73 and older must make required withdrawals from retirement plans by Dec. 31
Clint’s Cause: Retirement Industry Steps Up to Help One of Its Own
Grassroots event raises substantial sum for Clint Modler to cover expensive trial medication costs for ALS Reversal Program
Empower’s Murphy: DOL’s Retirement Security Rule ‘Should be Withdrawn Immediately’
Recordkeeper’s comment letter released today says proposed regulation would hurt retirement plan formation
$13.4 Billion Big Deal: Aon Acquires NFP
Mega deal expands Aon's presence in large and fast-growing middle-market segment; NFP will operate as "NFP, an Aon company," an independent but connected platform
403(b) Participation Hits All-Time High: PSCA
Survey reveals 80% of eligible employees contributed to these plans in 2022, and many plans made design enhancements
Social Security Gets New Commissioner
Senate confirms former Maryland Governor Martin O’Malley on Monday, filling a vacancy that has existed since 2021
9 States Still Taxing Social Security Benefits in 2024
Missouri and Nebraska are latest states to drop Social Security taxes, bringing the number that still tax benefits down to single digits
New Bill Seeks to Allow Roth IRA Rollovers into Roth 401(k)s
Legislation introduced Wednesday in House would correct oversight of current law prohibiting workers from rolling Roth IRA savings into workplace-based Roth retirement plans offered by employers
Shohei Ohtani’s New ‘Retirement Plan’ Dwarfs Bobby Bonilla’s
Dodgers’ record-setting $700 million, 10-year contract for the baseball star is absolutely loaded with deferred salary that will have Ohtani collecting $68 million annually from 2034-43
7 Industries Most Prepared for Retirement (and 3 that are Not)
Across all industries, half of workers have less than $100,000 saved for retirement, Human Interest survey finds