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.
Why 401(k) and Social Security Coordination is Critically Important
For years, many retirees have considered their 401(k)s untouchable until mandatory withdrawals kick in at age 70½. But…
March 2, 2016
Top Techniques for Making a 401(k) Prospect Your Client
Interested in learning the most effective strategies to turn a 401(k) prospect into a client? Discover them now!
March 2, 2016
401(k) ‘Reenrollment’ Reduces Expenses by 75 Percent
No matter the reason why a 401(k) plan reenrollment is performed, it’s a great way to either get…
March 1, 2016
Vanguard Lowers Expense Ratios (Again)
How low can they go? Vanguard investors saved nearly $55 million as a result of lower expense ratios…
February 29, 2016
SEC, DOL Fought Over 401(k) Fiduciary Rule
The Securities and Exchange Commission and Department of Labor fought mightily over provisions in the fiduciary proposal, discord…
February 29, 2016
ETFs Snap Two-Year Winning Streak
Exchange traded funds snapped a streak of 23 straight months of positive flows dating back to January 2014,…
February 29, 2016
Trump’s Tacky 401(k) Trail
Let’s all remember The Huffington Post moved its coverage of Donald Trump to the entertainment page in an…
February 26, 2016
401(k) Fact: Employees Want More Help with Retirement Planning
Time flies. It’s been a decade since the passage of the Pension Protection Act, and a new survey…
February 25, 2016
401(k) Advisors: 7 Steps to Not Get Sued
Attorney Jerry Schlichter is on a roll. The managing partner with St. Louis-based Schlichter, Bogard & Denton filed…
February 24, 2016
The ‘Explosion’ of Collective Trusts in 401(k)s
Collective investment trusts might be he scrawny younger sibling to brawny older mutual funds, but they’re coming on…
February 23, 2016
