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.
California Moves Closer to State-Run 401(k) Plan
California has taken a step closer in instituting a state-run retirement plan. The Los Angeles Times reports a…
401(k) Impact Investing Market Bright: Cerulli
It’s tailored-made for millennials and their 401(k)s, but so far only a small percentage of asset managers have…
401(k) Rollovers Seriously Affected By Fiduciary Rule: WSJ
401(k) rollovers could slow to a trickle, one of the many consequences of the Department of Labor’s proposed…
The Single Biggest 401(k) Advisor Mistake: Tibble Tort Lawyer Speaks Out
401(k) advisor mistake explained by Jerry Schlichter—learn how to avoid fiduciary errors and protect your reputation and clients..
401(k) Fail: Parents Forgo Retirement Saving to Spoil Kids
Here’s a head scratcher …parents worry about spoiling their kids, and do it anyway, often with funds that…
Bad Behavior: Why 401(k) Participants Don’t Plan for the Long-Term
“A prudent plan sponsor cares not only about the results but the process. They need to pay closer…
Jerry Schlichter Video Interview: ‘I Understand Why Advisors are Scared’
Tibble versus Edison case is the focus of this video interview with Jerry Schlichter, which explores the case’s…
Why 401(k) Plan Reviews Miss the Mark
Many financial advisors neglect to review the effectiveness of retirement plans with plan sponsors as often as many…
Everything 401(k) Plan Sponsors Need to Know About Fees
Well, this is certainly worth a look. Vanguard is out with a new whitepaper for 401(k) plan sponsors…
How Have 401(k) RFPs Changed?
How have RFPs changed over the past five years? National Association of Plan Advisors (NAPA) surveyed members last…