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.
How 401(k) Plan Sponsors Are Responding to Coronavirus and CARES
Employers are still evaluating the retirement-related optional provisions in the Coronavirus Aid, Relief, and Economic Security Act (CARES),…
RIA Channel Growth ‘Soars,’ According to Cerulli
We assume they mean pre-coronavirus crisis, but Cerulli Associates find that the advisor movement into the registered investment…
Kitces, Aikin, Reish Talk 401(k) Fiduciary, Reg BI
We understand the reasons for coronavirus-driven conference cancelations, but it doesn’t make it any less disappointing. However, in…
Recordkeeping Revolution: How Tech Can (And Will) Upend the 401k Space
“Recordkeeping is broken.” Why that is and what to do about it was the subject of a recent…
Sequence of Returns Risk Scaring Pre-Retirees
The devastating effects of “sequence of returns” risk are by now well-documented. Workers retiring into a down market…
How Do DC Plan Participants Behave in Volatile Markets?
“To know your future, you must know your past.” A new research paper from J.P. Morgan’s Chief Retirement…
Interest in 401(k) Plan Annuities Rises as Result of Recent Volatility
Will rollercoaster market rides and gut-wrenching drops bring sources of guaranteed income (meaning annuities) into focus in 401(k)…
Consumer Confidence Drops 31 Points in One Quarter
A new LIMRA study finds distressing, yet unsurprising, findings. Just 25% of Americans have a favorable view of…
Recordkeepers Waive 401(k) Fees, Donate in COVID Crisis
Amid the passage of the CARES Act and the ongoing coronavirus pandemic, several major retirement plan recordkeepers are…
Senator Presses DOL’s Rutledge on ERISA Filing Deadlines
Plan administrators and recordkeepers dealing with “unusual and challenging circumstances” brought on by the coronavirus pandemic received support…