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.
ERISA at 50: Retirement Industry Converging to Celebrate in 2024
Nine associations announce Symposium and Gala Sept. 12 in Washington D.C. to commemorate 50 years of the landmark retirement legislation
Aon PEP Tops $2 Billion Plateau
Company reports the pooled employer plan launched on Day 1 in 2021 has doubled during the last year with more than 70 employers and over 50,000 participants
Social Security Taxes vs. Benefits: Americans Take Far More Out Than They Pay In
New Urban Institute report shows the average American will receive much more in benefits than they pay in to the troubled entitlement program
Mutual Funds Turn 100 in 2024; ICI Launching National Partnership Program to Celebrate
Investment Company Institute introducing a program to commemorate an innovation that made saving and investing accessible and affordable
Self-Directed Accounts Becoming Gateway to Lucrative Investor Relationships
J.D. Power ranks top wealth management firms for digital experience among self-directed and full-service investors
2023 Form 5500: Updated Informational Copies Now Available Online
Several changes stemming from SECURE Act included in 2023 Form 5500 Series annual return, report
401(k) Balances (and Millionaires) Dip Slightly in Q3: Fidelity
Recordkeeper’s new report out today reveals retirement account balances down for the quarter, but 401(k)s still up double-digits from a year ago
2024 SECURE 2.0 Insights with Principal’s Lance Schoening
As we head toward 2024, more and more provisions of the landmark SECURE 2.0 retirement reform legislation package are coming online, including some provisions that have lots of people in the industry really excited.
Bridging the Gap: Staring Down the Retirement Industry’s Biggest Challenge
The problem—and opportunity—facing advisors: Americans who lack of access to a 401(k) at work
TSP’s I Fund Gets New Benchmark Excluding Chinese Investments
Thrift Savings Plan Board votes to switch benchmark index for $68 billion International Fund ending tumultuous, years-long debate over inclusion of “sensitive” Chinese and Russian firms