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.
First Public Look at New DOL Fiduciary Rule Coming Soon
White House OMB review winding down for controversial rule covering rollover advice; comment period could start as soon as this week
Talking DOL Retirement Saving Priorities with EBSA Head Lisa Gomez
Lisa Gomez joins the 401(k) Specialist Pod(k)ast to talk about topics including the high-profile rewrite of the conflict of interest rule, SECURE 2.0 and its ability to address the workplace retirement plan coverage gap, and what EBSA can do to help plan advisors, plan sponsors and participants make the most of 401(k) plans to save for retirement.
BlackRock Launches Suite of Target Date ETFs
iShares LifePath Target Date ETF Suite provides new way for Americans to save and prepare for retirement
COLA Conundrum: 80% of Retirees Want Better Inflation Protection
Survey finds most seniors want Social Security cost of living adjustment based on index that closer tracks costs of households 62 and older
The Standard Selected to Roll Out intelli(k) PEP from intellicents
New Pooled Employer Plans offers a scalable solution for businesses with broad and flexible plan design capabilities
Americans Still Largely Unaware of HSA Benefits
New Fidelity study shows only 49% familiar with features, and 51% unaware health savings account dollars can be invested
2024 Medicare Part B Premium Increase: 6%
CMS releases next year’s premium unexpectedly early, and good news: it’s lower than feared
Why the Retirement Industry Needs to Embrace Change, Get Better at Working Together: LeafHouse Event
The theme from this week’s LeafHouse National Retirement Symposium was embracing change—and speakers noted the industry needs to get better at it through more collaboration
It’s Official: 2024 Social Security COLA Set at 3.2%
Today’s announcement means average monthly check will increase by slightly more than $57 per month
GE to Pay Record-Setting $61 Million to Resolve 401(k) Proprietary Funds ERISA Lawsuit
Settlement called largest ever in an ERISA case alleging a retirement plan improperly offered proprietary funds