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.
NBA Rookie Dylan Harper Teams with Prudential to Play Up Importance of Early Retirement Planning
No. 2 overall pick by Spurs investing some of $56 million contract as part of paid campaign to promote planning for financial future now
Report: Poor-Performing Safe Harbor IRAs Threaten $43 Billion in Retirement Savings by 2030
PensionBee research says up to 2 million retirement accounts at risk of automatically rolling over into Safe Harbor IRAs each year as workers change jobs, and just 25% are moved within 3 years
Financial Wellness Program Provides $5.2 Million Boost to United Real Estate Agents
Use of Dave Ramsey’s SmartDollar program credited with boosting savings, reducing debt for the company’s independent contractor agent base
‘Vestwell Elite’ Pooled Employer Plan Debuts
New PEP built in collaboration with FuturePlan and Wilshire Advisors
Edward Jones Expands Workplace DC Plan Capabilities with New Product Agreements, Technology Investments
Partnerships with Nationwide, Voya, Aboon and Addition Wealth will support local businesses and expand financial access and education in the workplace
Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next
Private markets are trying to make a move from the margins to the mainstream in workplace retirement plans—and…
As 2026 Social Security COLA Wait Continues, Research Shows Use of ‘Wrong Index’ Costly for Seniors
While official announcement is due Oct. 24, The Senior Citizen’s League finds using the CPI-W instead of the CPI-E has cost retired seniors $5,000 since 1999
Get Moving or Become Obsolete: 2025 LeafHouse National Retirement Summit
Importance of (and payoff for) disrupting the status quo resonates throughout annual event that wrapped up in Austin last week
Younger Generations Counting on 401(k)s Over Social Security
Few Gen Z, Millennials expect financially troubled program to be their primary source of retirement income
Firstrade Integrates Capitalize’s 401(k) Rollover API
Move allows users to seamlessly transfer legacy 401(k)s into Firstrade IRAs