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.
Schlichter Sues Shell, Fidelity in 401(k) Fiduciary Breach
Jerry Schlichter has Shell Oil in his sights. The tort lawyer made famous for bringing suits against plan…
IRS Provides Relief for SECURE Act RMD Changes
There’s a bit of confusion over the age extension for required minimum distributions (RMD) contained in the recently…
401(k) Investors Calm, Cool, Collected in 2019
A strong year on Wall Street saw 401(k) investors making small but steady trades from equities to fixed…
Control ‘Lifestyle Creep’ Through Retirement Saving
Did your clients (plan participants) recently receive raises? If yes, did you also recommend they increase the amount…
Exec Sentenced for Stealing 401(k) Funds
One impediment to retirement saving is the (often) mistaken belief that the boss will defer funds from payroll…
New Emergency Savings Solution Aims to Boost Retirement Planning
Some 40% of Americans can’t afford a $400 unexpected bill, according to a widely-circulated statistic from the Federal…
TIAA Offers Health Savings Accounts to Institutional Clients
On the heels of a similar announcement from Fidelity, TIAA announced on Wednesday that it will offer a…
ESG Excites as Delegates Descend on Davos
ESG investing trends drive data quality, goals, and transparency, influencing investors, companies, and global markets.
Hot Topics in Retirement and ‘Financial Wellbeing’
Employers and plan sponsors are increasingly focused on wellbeing (wellness) programs—and “it’s not just lip service.” More specifically,…
Bernie Bashes Biden on Social Security Benefits Reform
Social Security debate heats up as Biden and Sanders clash over cuts, privatization, and political tactics in the 2020 primaries.