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.
Schwab Ups 401(k) Customization Game with Morningstar Partnership
It’s been rumored for a while and now it’s official; Schwab will up the 401(k) customization game by…
Proprietary Target-Date Funds’ Fall from Grace
It was once so simple. Order a 401(k) with a certain plan provider and/or record-keeper and they just…
Majority of 401(k) Participants Want a Financial Advisor, Barriers Persist
According to a new Financial Engines survey, employees want Financial Advisors who are legally required to act in their best interest.
401(k)s Lag in Popular Smart Beta Adoption
Little surprise—ETFs are playing a large role in the growth of strategic beta. What is a surprise is…
How Do 401(k) Advisors Cost-Effectively Serve the Small-Plan Market?
Small plan 401(k) participants are too often ignored, and Stadion Money Management wants it to stop. Tim McCabe,…
401(k) Advisors: Social Media Marketing Works, So Use It
We know client and participants are all over social media, so why aren’t more 401(k) advisors using it…
Bill Gross Extends Erratic Streak, Sues PIMCO
Bill Gross is mad as [heck] and he’s not going to take this anymore. The billionaire founder of…
Fiduciary Fight: Automated Advocacy is Now a Thing
Want to jump into the fiduciary fight, but are too busy running a business? TD Ameritrade Institutional has…
Health Care in Retirement Will Now Cost How Much?
Got enough money for a new house that’s just lying around? Hopefully so, because you’ll need it. Fidelity…
401(k) Advisors: What are ‘Sub-Aggregators’ and Why do they Matter?
It’s a lot to unpack. The latest research from global analytics firm Cerulli Associates finds that advisors are…