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.
Bitcoin ETF Approval Draws Closer with Grayscale Court Win Over SEC
Crypto stocks sail on news of the decision, heralded by Grayscale CEO Michael Sonnenshein as a “historic milestone for American investors”
4 Key Findings from Fidelity’s Plan Sponsor Attitudes Survey
What percentage of plan sponsors are looking to change advisors, CIT use increasing, plan design tweaks; what sponsors value most from advisors and more from the comprehensive annual study
Building Client Relationships with Advisor Derek Fiorenza
Derek Fiorenza joins us to explain the somewhat unique approach he has to building client relationships with participants.
IRS Comes Through with Roth Catch-Up Contribution Deadline Extension
“Administrative transition period” announced Friday afternoon extends until 2026 the new requirement that any catch-up contributions made by higher income participants in 401(k)s must be designated as Roth
$500 Boost Projected for 2024 401(k) Contribution Limit
Forecasts from Mercer and Milliman each predict a $23,000 limit in advance of late October official announcement from the IRS
Prudential, PGIM Serving Up Retirement Planning at US Open
Prudential Financial announces sponsorship deal with rookie pro Ethan Quinn, making his pro debut in the main draw at the tennis major starting Monday
BlackRock’s Support for ESG Shareholder Proposals Eroding
Proxy voting report released today shows the top asset manager backed a significantly smaller share of environmental, social, and governance shareholder proposals in the past year
Summit Financial is Latest Strategic Partner for Pontera
Deal provides Summit advisors with access to Pontera platform to comprehensively and transparently manage 401(k), 403(b) and other retirement accounts
Biden Formally Unveils SAVE Plan to Combat Student Loan Debt
President says 20 million borrowers could benefit from new “Saving on a Valuable Education” plan
Pfau and Murguia’s RISA Gets Boost with CreativeOne Deal
Recently announced strategic partnership gives CreativeOne advisors access to the Retirement Income Style Awareness profile