Brian Anderson
Editor-in-Chief at 401(k) Specialist
Editor in Chief at 401(k) Specialist
Managing Editor, 401(k) Specialist, a publication/website dedicated to helping retirement plan advisors ensure a secure retirement for hardworking Americans.
Articles
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6 days ago |
401kspecialistmag.com | Brian Anderson
The maximum 401(k) contribution limit—currently $23,500 in 2025—could get a $1,000 boost to $24,500 in 2026, according to Milliman’s latest 2026 Internal Revenue Service (IRS) Limits Forecast, updated on April 14.
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1 week ago |
401kspecialistmag.com | Brian Anderson
A third (33%) of middle-class respondents to a survey released today are either not confident or not sure they will have enough retirement savings—and middle-aged respondents reported less confidence about their retirement savings than their younger and older counterparts.
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1 week ago |
401kspecialistmag.com | Brian Anderson
Past Assistant Secretary of the Department of Labor Lisa Gomez offered some good advice for retirement plan fiduciaries on how to stay off the DOL’s enforcement radar while speaking on a panel at the Qualified Plan Fiduciary Summit in Overland Park, Kan., on Tuesday.
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1 week ago |
401kspecialistmag.com | Brian Anderson
Employers report being more satisfied with their retirement plan after joining a pooled employer plan (PEP), and notably expressed a 40% increase in satisfaction with the retirement plan’s advisor after joining a PEP, according to new independent research sponsored by The Standard.
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1 week ago |
401kspecialistmag.com | Brian Anderson
Viserly, a new company and software for the retirement plan industry, was officially launched today by Shane Hanson, the CEO of Boise, Idaho-based Freedom Fiduciaries who is also the CEO of Viserly. The new venture is being billed as a first-of-its-kind participant engagement platform built specifically for retirement plan advisors and designed to transform how firms connect with employees at scale.
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'Beefing up their knowledge of retirement income planning was emphasized over some estate planning and advanced tax planning.' #401k #retirementplanning @TheAmerCol @401kbrian https://t.co/bmZvgjdvWy
'Nearly 45% of plan sponsors with a plan advisor noted that 75% to 100% of employees are enrolled, versus only 33% without a plan advisor.' #401k #retirementplanning @MorganStanley @401kbrian https://t.co/z6Q1nhSzuY
My 'Rainbow Fund' that exclusively invests in illegal ocean dumping will no longer fly. #401k #retirementfund https://t.co/m3C0fnJD4s