With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.
Carlson’s Catastrophe: Retireholi(k)s Revamp Banned for Life
In a disaster akin to New Coke, Retireholi(k)s’ pathetic attempt to revamp its stale and struggling brand only…
How to (Carefully) Implement ESG in 401k Plan Lineups: Excel 401(k) Conference
If you’re confused about adding ESG-oriented investments to a 401k menu—is it allowed, should it be allowed, does…
How to Accelerate 401k Firm Growth: Excel 401(k) Conference
Bob Scherzer is new to the 401k advisor business—sort of. The managing director for the New York metro…
How Quickly is Advisor Consolidation Coming? Excel 401(k) Conference
Where were we 10 years ago when compared with today, and what are the implications for the next…
5 Important Points About 401(k) Plan Fees
The Investment Company Institute is out with a roundup of its 401(k) research, which highlights five points—we’ll call…
401k Fee Cuts, Collective Investments Threaten DCIO Margins
After a rough end to 2018, the result of falling stock prices, DCIO (Defined Contribution Investment-Only) assets rebounded…
Whoa! How Much Money Does Employee Stress Cost?
More than half of respondents to a new survey worry about personal finances at work at least once…
Baby Boomers Living a ‘Last Century’ Retirement
Is a retirement designed in the last century right for today’s retirees? The answer to the leading question…
Ringmaster Ross Marino on the Keys to a GREAT Conference
It’s easy to see Ross Marino loves conferences. It’s why he’s made it a part of his life’s work. Bringing people together, talking shop, and "geeking out."
‘Idea. Decision. Action!’ EXCEL 401(k) to Kick Off in Dallas
It’s cliché to say everything’s bigger in Texas, but it makes sense when it’s your biggest conference yet.…