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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1 week ago |
401kspecialistmag.com | Brian Anderson
The Social Security Old-Age and Survivors Insurance (OASI) Trust Fund will be able to pay 100% of total scheduled benefits until 2033, according to the Social Security and Medicare Trustees Reports, released today by the Treasury Department. While that date is unchanged from last year’s report, it should be noted that the OASI depletion date advanced by about 3 calendar quarters, relative to last year’s projection.
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1 week ago |
401kspecialistmag.com | Brian Anderson
Nuveen announced today it is acquiring Brooklyn Investment Group, a leading multi-asset custom direct indexing provider and its parent technology company, Brooklyn Artificial Intelligence, Inc.
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1 week ago |
401kspecialistmag.com | Brian Anderson
An estimated 31.8 million seniors get by on less than $2,000 a month, and Social Security provides 100% of income for 21.8 million American seniors, according to a new study released Monday by The Senior Citizens League.
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1 week ago |
401kspecialistmag.com | Brian Anderson
The third edition of the retirement industry’s least traditional conference is coming up Aug. 3–5 in Milwaukee, Wis. To get the low-down, we spoke with organizer Sheri Fitts, a well-known expert in personal branding for financial advisors and 401(k) marketing. Sheri explains what sets the conference apart. It focuses on helping attendees strengthen their personal brand through storytelling and human connection.
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2 weeks ago |
401kspecialistmag.com | Brian Anderson
A judge in Minnesota today granted final approval of a record-breaking $69 million settlement on behalf of more than 350,000 beneficiaries of the UnitedHealth Group 401(k) Savings Plan in a case alleging the healthcare giant breached its fiduciary duties to participants in its 401(k) and mismanaged participants’ retirement funds in violation of ERISA.
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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