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.
DOL Retirement Security Hearing: Groups Express Both Support and Strong Opposition
American Retirement Association among first to voice its views to Employee Benefits Security Administation over the proposed rule
What’s Behind IBM’s Move to Unfreeze its DB Plan with Cambridge Associates’ Brian McDonnell
Joining us to discuss IBM's DB Plan and its wider implications within the retirement industry is Brian McDonnell, Head of the Global Pension Practice at Cambridge Associates.
3 Key Fixes in New SECURE 2.0 Technical Corrections Bill
While CITs in 403(b)s remain in limbo, issues with catch-up contributions, Starter Ks and RMDs would be solved—if the bill can find a larger vehicle to attach itself to
‘A’ List Industry Lineup Set to Testify in Dec. 12-13 Fiduciary Rule Hearing
DOL publishes agenda for two days of online hearings on its controversial proposed retirement security rule, related proposed exemption amendments
Sens. Thom Tillis, Tina Smith Named IRI’s 2023 Champions of Retirement Security
Leadership on enacting bipartisan RILA Act of 2022 earns them the honor
Feeling Wealthy Continues to Elude Even the Wealthy
Edelman Financial Engines research shows two-thirds of Americans now believe they would need at least $1 million to feel wealthy
‘Personalized Investing’ is Future of DC: Wilshire
New white paper highlights trends and evolution of multi-asset portfolio solutions in the defined contribution space, particularly TDFs and Managed Accounts
A Big Deal: AFS Acquired by HUB
High-profile retirement plan consulting and wealth manager helmed by principals Alp Atabek, Alex Assaley and Jason Dahl to join Hub Mid-Atlantic as part of agreement announced today
Tyson Foods Latest Target of Excessive 401(k) Fee Lawsuit
Suit filed in federal court alleges ERISA fiduciary breaches relating to overpaying for recordkeeping fees in $3.2 billion plan with 67,000 participants
2024 Likely to See Rise in Bitcoin Allocation to Retirement Accounts: Study
New regulation, bitcoin spot ETF approval, and a U.S. recession are the factors most likely to make U.S. investors buy BTC next year, Unchained finds