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.
Target-Date Fund Providers Investigated Over ‘Surprise’ Tax Bills
'Investors need to be made aware of the risks involved and the tax liabilities they could face'
401k Market Minute: Auto Portability’s Big Boost, Gensler’s Grace Under Pressure, and More
Here’s what’s happening this week
How to ‘Materially Reduce’ Retirement Savings Deficits Across Races
The study also examined adding retirement plan employer matching contributions for student loan debt repayments
401(k) Trading Activity in 2021 Lowest on Record
401k participants increased their equity exposure
Multigenerational Wealth Transfer to Hit Eyepopping Number: Cerulli
Advice will be more important to clients as taxation becomes a more pressing worry
SEC Races to Implement Agenda Ahead of Midterm Elections: WSJ
Republicans have already complained that the SEC is moving too fast
ESG Expansion Continues with Vanguard’s ‘Positive Impact Fund’
'It should help to channel more capital towards companies driving positive change'
LeafHouse Leadership Change Puts Kading in Command
'We will be able to accelerate the programs we are bringing to the marketplace'
BlackRock’s Fink Defends ESG Agenda, Says It’s Not ‘Woke’
'The tectonic shift towards sustainable investing is still accelerating'
401k Market Minute: Pointless Target Date Criticism, Fauci’s Retirement Package and More
Here’s what’s happening this week