Press Release

Dynamic Media Platform Launches 401(k) Specialist Publication

ashin April 23rd, 2015

Denver, CO, April 23, 2015 –  401(k) accounts contain nearly $4.6 trillion in assets, doubling in size over the past 10 years and making it the premier savings vehicle for most Americans.[1] Additionally, rollovers from 401(k) accounts to individual retirement accounts (IRA) are expected to top $450 billion per year by 2017.[2]

As a result, the opportunity to provide quality retirement plan advice has never been greater, but so are the threats. Increasing regulation, volatile markets, the fiduciary question and, of course, litigation are combining in a perfect storm of confusion and complexity at the exact moment when the largest demographic in the history of the world is headed for retirement.

Where should retirement plan advisors turn to get the information and answers they need to assist the retirement plan sponsors and participants they serve? How do they protect themselves and their business from the tort lawyers that are sure to come?

Introducing 401(k) Specialist, a new, first-of-its-kind publication and digital platform. Set to launch August 1, 2015, 401(k) Specialist is exclusively dedicated to equipping retirement plan advisors with the vision, specialized knowledge and cutting-edge technology that are vital to their success in a dynamic marketplace, in order to ensure a secure retirement for hardworking Americans through the 401(k) savings vehicle.

With a tagline of “Fiduciary/Rollovers/Client Acquisition/Practice/Investments,” 401(k) Specialist will cover the hot-button 401(k) issues facing the industry, and provide research and examination of the larger coming trends.

“From a demographic, legal, economic and regulatory standpoint, the stars have aligned for a dedicated platform to specifically address the issues with which retirement plan advisors grapple,” said Laura Fallbach, publisher of 401(k) Specialist.

“Whether you’re just getting started in the 401(k) space, or are a seasoned veteran with decades of experience, the increasing complexity of the marketplace requires a watchful eye,” she added. “401(k) Specialist is a one-stop-platform for all the news, information and resources a retirement plan advisor requires to assist clients.”

In addition to Fallbach, a successful media entrepreneur and executive behind the launch of such titles as Senior Market Advisor and Benefits Selling, the team includes John Sullivan, former editor-in-chief of Investment Advisor as well as retirement editor of, and Kelly Gormley, a 23-year industry account executive formerly with Financial Planning and Investment Advisor.

If you would like more information about 401(k) Specialist and affiliated services, please contact Laura Fallbach at 303-502-2517 or email Laura at



[1] “Retirement Assets Total $24.7 Trillion in Fourth Quarter 2014.” March 25, 2015.

[2] “Evolution of the Retirement Investor 2012: Understanding 401(k) Participant Dynamics, and Trends in Rollover and Retirement Income.” February, 2013.