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.
Financial Firms Struggling with E-Communication Compliance
The financial advisors that actually use social media are struggling to stay compliant, as ongoing innovation in electronic…
Grrr …Why Workers Take Early Withdrawals From 401(k)s
Don’t touch your retirement savings — don’t! It’s a message sent ad nauseum from 401(k), financial and just…
Schwab to Buy TD Ameritrade in Blockbuster Deal: Report
Big news out of the brokerage world as Charles Schwab is reportedly in talks to buy TD Ameritrade,…
HSAs Still Misunderstood By (Many) Employees
Employees say they have a good understanding of health saving accounts, HSAs, but do they really? Bank of…
Hub ‘Rolls Up’ Another 401(k) Advisory Firm
Hub International acquisition adds Peragine and Biondo, strengthening retirement and wealth services for corporate and private clients.
Small Business Owners Like (and Want) the SECURE Act
An economy with full employment makes competition for talent exceedingly stiff, and legislation that allows small businesses to…
How Concerned Are Americans About Retirement Income (Really)?
Overly pessimistic or unflinchingly realistic? People in Asia are saving the most, but are also more concerned about…
401(k) ‘Father’ Ted Benna Takes on State-Sponsored Retirement Plans
[Correction: The article initially stated that OregonSaves and CalSavers only offer a Roth IRA. In fact, they offer…
Massive M&A Opportunity for RIAs
New research from Cerulli Associates finds that the total market for registered investment advisor (RIA) acquisitions over the…
Number of 401(k) Millionaires Hits Another High
401(k) millionaires are reaching record highs as retirement savers grow balances despite slight dips in average account values.