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.
RiXtrema Releases DOL Fiduciary Rule Checklist
The company released its DOL Fiduciary Rule Checklist on Tuesday, in which advisors answer specific questions to ensure regulatory compliance.
Tough Tax Talk Reveals Dems’ Investment Ignorance
Last week brought a chorus of howls over President Trump’s tax reform. Among the sophomoric (and expected) soundbites…
Bratty Millennials Beat Boomers at 401(k) Benchmarks
Millennial retirement savings are rising, with many planning early for freedom, flexibility, and financial security in the future.
UPenn Victorious in Retirement Plan Fiduciary Battle
The Quakers stay true. The University of Pennsylvania beat back a court challenge to its 403(b) fiduciary practices,…
401(k) Assets Hit New High (Again)
Another record high. Investment Company Institute reports that total U.S. retirement assets were $26.6 trillion as of June…
Top Dem Trounces Trump Tax Plan
The top Democrat on the Ways and Means Committee took issue with tax reform presented by the Trump…
2017 A ‘Tipping Point’ for CIT Use
They’re not new but nevertheless hot—CITs are a major 401k topic in 2017. Collective investment trusts are investment vehicles…
The Toll Anxiety, Depression Take on Retirement Savings
Psychological distress can take a toll on more than just health. It can also significantly damage nest eggs,…
Protections Key to 401k Prosperity, Putnam CEO Claims
Bob Reynolds is on a roll, advocating for stronger protection and policy prescriptions for the nation’s private retirement…
Vanguard Goes Big With Participant Behavior in Latest Retirement Release
Vanguard is leveraging its behavioral research and the $950 billion in defined contribution assets it manages (seriously) in…