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.
ARA Wants 401(k) Safe Harbor, Distribution, Reporting Relief
The American Retirement Association is taking a multipronged approach to retirement plan relief in the face of the Coronavirus…
April 3, 2020
How to Properly Pay Back a 401(k) Loan in the Coronavirus Pandemic
How and when a laid off or terminated employee must pay back a 401(k) loan before it reverts…
April 2, 2020
Reg BI Delay is Denied: SEC Moves Forward
While the comment period for Regulation Best Interest (Reg BI) was extended, the compliance date for the landmark…
April 2, 2020
More Companies Look to Cut 401(k )Plans
Stocks are on sale. The consensus from 401(k) advisors is that participants stay the course and let the…
April 2, 2020
Leaders Speed Paycheck Protection Aid in Coronavirus ‘CARES’ Act
A high-profile roster of FinTech pundits and personalities advised the House Committee on Small Business on the quickest…
April 1, 2020
April Top Advisor by Participant Outcomes (TAPO)—Larry Deatherage
Passion for the Participant “RBG was built on the participant experience,” Larry Deatherage bluntly states. The Co-founder and…
March 31, 2020
Houses Passes Coronavirus Stimulus Bill With RMD, 401k Provisions
The House passed a massive and historic $2 trillion coronavirus stimulus package on Friday after last-minute wrangling and…
March 27, 2020
401(k) Merger Mania–How Long Will It Last?
The 401(k) M&A boom continues as firms consolidate, valuations soar, and sellers navigate the emotional and financial impact of deals.
March 26, 2020
Mutual Fund Expense Ratios Continue Their (Sharp) Decline
When markets are down, it’s bad. When expense ratios are down, it’s good. Just how far the latter has fallen is detailed in a new report.
March 26, 2020
SEC Extends ADV Filing Requirements Due to COVID Concerns
Recognizing the impact of COVID-19 has, the SEC said it is further extending filing dates for certain regulatory requirements, including Form ADV.
March 25, 2020
