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.
More than Half of Businesses Sought Paycheck Protection Funds
The size and scope of the Paycheck Protection Program (PPP) is coming into sharper focus, with some 56…
A Critically Important Comparison of 401(k) Plan Performance
Compare the Q1 carnage to what’s happened over the past decade in retirement plan saving and investing and…
Investors Saved Nearly $6 Billion in Mutual Fund Fees in 2019
Research behemoth Morningstar found the average mutual fund expense ratio dropped from 0.48% to 0.45% in 2019. This…
CAPTRUST Continues Acquisition Spree, Buys Lakeside Wealth Management
CAPTRUST announced Wednesday that it has acquired Indiana-based Lakeside Wealth Management. The Lakeside team brings to CAPTRUST $1.6…
401(k) Trading Keeps Calm, Carries On
401(k) participants surprised many with their volatile response to the viral pandemic, vastly increasing trading during much of…
Automatic 401k Plan Features Proved Themselves in Market Meltdown
Score one for the “auto” revolution. Automatic plan features helped millions of 401k participants adhere to their financial…
DC Plan Response to CARES Act Varied by Industry, Recordkeeper
“The response of defined contribution plan sponsors to the CARES Act was primarily influenced by the industry they…
IRS Temporarily Waives Rule for Retirement Plan Changes
The IRS is temporarily allowing retirement plan participants to forgo in-person witnessing of election changes as long as…
How Identity Fraud Targets 401(k) Participants
Identity fraud is increasingly targeting 401(k) participants, with employees in workplace retirement plans squarely in criminals’ sights. Recent…
More Stimulus Spending Stymied by Jobs Report, Market Rebound
Proponents of additional stimulus spending are petering out after Friday’s surprisingly positive employment report. Total nonfarm employment numbers…