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.
‘Good, Bad and Ugly’ of Current Regulatory Regime: 2019 Fi360 Conference
Attendees, numbering over 800, appeared to be ready for business. Celebrating it’s 15th such conference, it also Fi360’s 20th anniversary.
Goldman Gives Vestwell $30 Million
Vestwell Series B funding raises $30M to expand its digital retirement platform with support from Goldman Sachs and top investors.
‘New’ Podcast Highlights Female Innovators in Financial Services
Leave it to a marketing maven to hit upon a really great podcast title—Women Rocking Wall Street. In…
Concerns Grow About Converting 401(k) Savings to Income
Overall confidence in retirement, which previously was on an upward trend, “flatlined” in 2019.
Employers Trust 401k Firms Over Government on Retirement Plans
So, what does it mean for state-sponsored retirement plans? The SPARK Institute and Cerulli Associates find that small…
April Top Advisor by Participant Outcomes (TAPO)—Kristi Baker
CSI Advisory Services expertly navigates retirement plan transitions, from DB to DC, driving innovation and financial security.
Music, Marketing, Fiduciary and Fun: 2019 Fi360 Conference
Country music and southern cuisine are part of the allure in Nashville this week, as Fi30 heads to…
Timing It Right at Fi360’s Annual Conference: John Faustino
We’re not sure if Fi360 finds the issues, or the issues find Fi360, but the timing of its…
Run! 401(k) Fun in Full Swing: 2019 NAPA 401(k) Summit
Financial Fitness Race blends fun, health, and retirement planning while raising funds for charity in cities nationwide.
Major 401(k) Fiduciary Breach Lawsuit Finally Comes to an End
It could be argued it’s the case that started it all. After 12 years of lawyers, litigation and…