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.
Are 401(k) Advisors (Getting) More Familiar with CITs?
If you can get the same investment in a cheaper CIT wrapper, why not offer it up to…
Senators Urge SECURE Act Passage
Pass it now, Mitch. A number of senators are getting antsy about the fate of the SECURE Act,…
Target-Date Fund Users Contribute Less Than Non-TDF Counterparts
Target-date funds are often credited with better investing behavior on the part of participants, ensuring they get—and stay—invested…
Fisher Under Fire: Fidelity Reviews $500 Million Relationship
Fidelity Investments, the nation’s largest recordkeeper, said Tuesday that it was reviewing its relationship with money manager Ken…
401(k) Flight to Fixed-Income Continues
September was a slow month for 401(k) trading, with only one above-normal activity. However, when investors made trades,…
Massive Embezzler Offers 401(k) As Partial Penance
401(k) fraud case reveals ex-Weyerhaeuser manager stole $4.5M through fake vendors, offering retirement funds as restitution.
What Next-Gen 401(k) Plans Will Look Like
Defined contribution (DC) plans do a good job—but they could do better. Coverage, adequacy, technology, a lack of…
Ken Fisher Fallout Comes Fast and Furious
Fisher Investments CEO Ken Fisher has been banned from future Tiburon CEO Summits and the company he founded will start a diversity task force.
The Rise of the Robo Financial Plan
The term “robo” has—of course—moved on from its singular association with advice and is now heading towards “robo…
Fidelity Joins ‘Zero Fee’ Trading Frenzy
Fidelity zero commissions offer includes free online stock, ETF, and option trades, plus higher-yield cash options for investors.