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.
‘Formal Commitment’ to ESG Investing Stalls
People say they want more values-based investing options; what they do, especially with ESG issues, is far different.…
October 401(k) Trades Favored Fixed Income
The ongoing flight (or rather slow-moving glide) from equities to fixed-income continued in 401(k)s in October. It was…
What Small-Market Plan Sponsors Think of 401(k)s
There’s business to be had in the small(er) market, and 401(k) advisors now have more options to help…
Bigger is Better in 401k Plan Lineups
The dual concepts choice architecture and overload in behavioral economics dictate less is more; that offering too many…
Top Drivers of ESG Adoption
Does ESG get the returns? Do participants sacrifice performance in order to “invest in their values?” Questions at…
Ramsey’s Rules: Financial Media Mogul Dave Ramsey on the Finer Points of Leadership
Call it Dave Ramsey’s Road to Damascus, an epiphany that only comes after the hard lessons of “losing…
4 Reasons 401(k)s Fall Short
The 401(k) has great potential but nonetheless falls short. It’s the surprising finding in a new paper from…
Treasury Department Proposes Longer RMD Age Calculations
Longer lifespans have the Treasury Department rethinking RMD calculations. The government body proposed revisions to the age that…
How ‘2019 Excel’ Excelled: Record Attendance, Real Strategies at 401(k) Event
Gaining knowledge is one thing, implementing it quite another. It’s the reason for a heavy emphasis on practical…
Top SEC Compliance Issues with Target-Date Funds
The SEC recently took a closer look at certain target-date funds, and while it liked what they saw…