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.
Reg BI Challenge Rejected by Federal Appeals Court
A high-profile challenge to the SEC’s Regulation Best Interest was denied by the Second Circuit Court of Appeals…
10 Best and Worst States to Retire in 2020
Florida Man has his revenge. A report from Blacktower Financial Management Group has revealed the best and worst…
CFP Board to Strengthen Ethics, Conduct Enforcement
CFP Board enforcement measures include enhanced background checks and stricter oversight to strengthen ethics and protect consumers.
Employer 401k Contributions Keep Up in COVID Crisis
Good news—most employers are current with their retirement plan matches and contributions. New research from the Plan Sponsor…
New 401(k) RFP Dashboard Aims to ‘Empower Advisory Firms’
A dashboard to seamlessly integrate relevant RFP tools and features? It invariably makes the 401(k) advisor more efficient,…
Most 401(k) Participants Would Leave Assets in Plan
RIP rollovers? A recent survey from T. Rowe Price found that the overwhelming majority of 401(k) participants expressed…
DOL Takes Strong ERISA 401(k), ESG Fiduciary Stance
It might be harder to “invest in your values” if a proposed rule form the Department of Labor…
IRS Announces CARES Act RMD Relief
If a retiree took a required minimum distribution but is having second thoughts in the wake of COVID,…
Episode 3: Liz Ann Sonders on Panics, Pandemics and the Market’s ‘Warp Speed’
“We have not repealed the laws of fear and greed,” Liz Ann Sonders, Charles Schwab Chief Investment…
IRS Expands 401k Withdrawal, Loan Eligibility Under CARES Act
The Internal Revenue Service is making it easier (again) to access 401ks for loans and withdrawals. Released Friday,…