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.
Small Business Spotlight: Owners Confident and Offering Plans
Warren Buffett recently highlighted the plight of small businesses with his plea for more PPP loans to counter…
Voya Settles with SEC for ‘Violating Its Fiduciary Duty’
The Securities and Exchange Commission announced on Monday that Voya Financial Advisors, Inc. (Voya) has agreed to settle…
Top 401(k) Regulatory/Policy Story of 2020: COLA Complaints
The top regulatory/policy story wasn’t Reg BI, fiduciary rule, CARES, or PPP. It wasn’t really regulation or policy-related…
401(k) Plans Rebound to $6.5 trillion in Third Quarter
Total U.S. retirement assets were $33.1 trillion as of September 30, 2020, up 4% from June 30. Retirement…
401(k) Trading Reverses Recent Trends, Flows to Equities
With the S&P 500 posting its best November ever, 401(k) investors somewhat reversed a continuing trend towards fixed…
Stimulus Deal Reached, PPP Loan Forgiveness Included
Congress reached a long-waited deal on Sunday night to provide a package of nearly $900 billion in stimulus…
Why the Future is Roth
Demographics, increasing prevalence in defined contribution plans, and potential tax changes fuel a bullish outlook for Roth accounts…
A Record Year for Retirement Savings
Little surprise, things were going great in the retirement plan space prior to the worst global pandemic in…
Warren Buffet Pushes for PPP2: ‘It’s Economic War’
Warren Buffett hearts small businesses. The Berkshire Hathaway chairman and “Oracle of Omaha” spoke with CNBC’s Becky Quick…
5 Major Trends Seen Among Independent Workers
There are 38.2 million independent workers, nearly a quarter of the total U.S. workforce, and they generated $1.21…