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.
401k Specialist Issue 3, 2016
View Online Departments Editor’s letter 401(k) News You Can Use The Fiduciary File The Fund Watch Features THE…
Surprise! Which Country is Killing U.S. in 401(k) Retirement Readiness?
First Mother Teresa gets canonized, and now this. Does it signal a return of India Inc.? Of 15 countries…
Was Vanguard’s John Bogle the Colin Kaepernick of His Day?
Forget Kaepernick—John Bogle was once accused patriotic malfeasance, and was recently called a commie (seriously). It might be 40th…
Chevron Beats Schlichter in 401(k) Fee Lawsuit
Score one for the little guy, who in this case is Big Oil. In a possible sign of…
IRS Loosens 401k Loans, Hardship Withdrawals for Louisiana Flood Victims
The IRS announced that it is relaxing loan and hardship withdrawal rules from 401(k)s and similar employer-sponsored retirement…
RIAs or Wirehouses: Who’s Winning in Asset Growth?
We’re sure it’s all because of their 401(k) business. “While wirehouses still hold a substantial share of assets,…
Empower Sued for Another Company’s 401(k) Mistake?
Safeway’s got some rotten produce—at least according to one of its 401(k) plan participants. In a clear example…
401(k) Confidence a Matter of Education, Not Resources
The link between understanding key retirement planning principles and retirement confidence holds true for people at all income levels.
Pershing to Offer New ‘Fiduciary Friendly’ Funds
Clearing and custody heavyweight Pershing announced Monday that it will offer new mutual funds and exchange-traded funds (ETF)…
IRS Details Waiver of 60-Day 401(k) Rollover Rule
IRS and helpfully—call it the Seventh Sign of the Apocalypse. The IRS has “helpfully” detailed a self-certification procedure…