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.
DOL Fiduciary Rule Sent to OMB, But is it Too Late?
The Office of Management and Budget has received the Department of Labor’s fiduciary rule, known officially as Improving…
Politics, Punditry and Superior Practice Management: Excel 401(k) 2020 Digital Series
An experiment in live and on-demand digital content came to a successful conclusion with the last session of…
Episode 14—SRP’s Jeanne Fisher on ‘Mega, Mega Bucks’ for Tax-Free Growth With Roth 401(k) Planning Strategies
Top advisor and social media personality Jeanne Fisher, managing director with Strategic Retirement Partners in Nashville, joins us…
December 2020 Top Advisor by Participant Outcomes (TAPO)— Jonathon Schultheiss
The 1% Challenge WE’RE SURE JONATHON SCHULTHEISS’ good nature and smiling persona translate well with sponsors and participants.…
Growing Share of Young Households Own Mutual Funds
Get ‘em young. Industry attempts to get individuals and households to begin saving at your ages appear to…
Wow on the Dow! DJIA Closes Above 30,000
The Dow Jones Industrial Average closed above 30,000 for the first time in its history, capping off a…
Investors Are Saving 10% Annually for Retirement, But …
There’s a lot to love and hate in a recent survey from Schroders. The good? U.S. investors save…
IRS Says ‘No’ to Tax Deductibility of PPP Loans
It’s the latest guidance from the Treasury Department and the IRS, which clarified last week that the tax…
SEC Adopts Electronic Signature for Document Submission
Last week, the Securities and Exchange Commission finally voted to adopt rules to permit the use of electronic…
Annuities Still Unpopular as Retirement Income Strategy
The average American turning age 65 today can expect to live 40% longer than someone who turned 65…