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.
Relocating to Shore Up Retirement Funding
Vanguard paper explores how relocating (and downsizing) can be a lucrative way for retirees to stretch their retirement savings
5 Big Issues with Small 401(k) Plans: Rebalance’s David Ranney
Small-business 401(k) plans face a lot of specific issues and challenges that don’t necessarily impact larger retirement plans.
Biden’s Budget Seeks Ban on ‘Mega-Roth’ IRAs
The $6.8 trillion budget released today, deemed “DOA” by House Republicans, includes a variety of tax increases for wealthy
Self-Directed 401(k)s Also Fell 20% in 2022, Schwab Report Shows
Latest SDBA Indicators Report shows a modest 2.45% gain in Q4
Financial Finesse Tackles College NIL Market with Free Certification Program
Financial wellness pioneer donates sweeping new name, image, and likeness financial literacy platform to all college student athletes
Personal Capital is Now ‘Empower Personal Wealth’
Creation of Empower Personal Wealth results from internal merger of Personal Capital and Empower’s Retirement Solutions Group
Elton John Still Singing Praises of Protected Income
Recently “retired” superstar continues partnership with Alliance for Lifetime Income
4 Senators Want Americans to Wait Until 70 to Claim Social Security
Bipartisan legislation introduced this week proposes two key changes that would encourage people not to claim early
George Fraser and Shlomo Benartzi: The Power of Pennies
Cover Story: How the elite advisor and behavioral economist are using “change” (instead of percentages) to dramatically change participant outcomes
ForUsAll to Offer 401(k) Crypto Investments Via CoinDesk Indices
With younger workers in mind, deal creates the first index-based digital asset offering available on a 401(k) platform in the U.S.