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.
Episode 23: Jake Rushton Gets Real About Roths and Higher Taxes on the Horizon
Sponsored By: Jake Rushton, a tech-savvy advisor with TrueNorth Wealth in Salt Lake City, is doing some amazing…
Why the Time is (Finally) Right for Lifetime Income in 401(k)s
There is a rising need, and demand, for lifetime income solutions in employer-sponsored retirement plans, according to a…
Bad ‘Actor’ Charged by SEC in $700 Million Ponzi Scheme
Talk about a box office bomb. The Securities and Exchange Commission announced Tuesday that it obtained an asset…
Here’s How People ‘Say’ They Will Spend Their Stimulus Checks
There’s typically quite a difference between what people say and what they subsequently do, but a recent Empower…
April Top Advisor by Participant Outcomes (TAPO)—Josh Itzoe
How to Offer ‘Pure Advisor Alpha’ FRIENDS AND COLLEAGUES thought they were slightly insane. In 2004, Josh Itzoe…
What is ‘Peak 65’ and Why Should Pre-Retirees Care?
“Peak 65” is a term used to describe the point in time when more Americans will turn age 65…
More Weak 401(k) Criticism Doesn’t Stand Scrutiny
CBS News is the latest media outlet to take a swipe at 401(k)s by employing the extremely in-vogue…
Episode 3: 100% 401k Plan Participation? Here’s How it’s Done
Welcome to another edition of TAPO Talk, a discussion with top advisors about what sets them apart. This…
Mutual Fund Expense Ratios Continue Decades-Long Decline
Discover how declining mutual fund expense trends support RIAs seeking cost-efficient investment strategies for their clients.
Rep. Maxine Waters Wants Diversity Data from 401(k) Firms
Congresswoman Maxine Waters, D-Calif., Chairwoman of the House Committee on Financial Services, and Congresswoman Joyce Beatty, D-Ohio, Chair…