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.
401(k) Target Date Allocations: Potential Problems for Retirement Plan Advisors
How are target date funds performing? “It depends on the series, and the glide paths within the series,”…
Robo Advisors Have Small Fraction of 401(k) Market, But Growing Rapidly: Morningstar
Relax, retirement plan advisors—robo advisors only have a fraction of a percent of defined contribution assets. While it…
401(k) Automatic Enrollment: Good and Getting Better
Vanguard recently took a look at automatic enrollment as it relates to “stickiness” of plan participants and investment.…
Positive Retirement Attitudes Don’t Translate to Positive Retirement Planning: Lincoln Financial
It’s the gagillionth survey of its type—one that finds a disconnect between optimism and action—and the only thing…
Despite an Aging Population, Most Family Money Flows to the Young
Despite concerns about insufficient retirement savings, baby boomers often provide financial support to their families. “When family members…
Fee Pressure: Mutual Fund Company Oversight Increasingly Focused On Payments to Intermediaries
Boston Financial finds that more than half of the respondents (59%) to its 5th Annual Financial Intermediary Administration…
401(k)s As a Sleep Aid? Retirement Savings Keeping Clients Up at Night
A new survey finds that 62% of Americans are losing sleep over at least one financial problem, and…
Transamerica, Merrill Lynch Team to Expand 403(b) Offerings
Transamerica Retirement Solutions recently announced a new workplace retirement plan program with Merrill Lynch that will enable the…
From Hippies to Hard-of-Hearing: 46 Years After Woodstock, Baby Boomers Are Playing It Safe
It’s been 46 years since Woodstock, which drew 400,000 young people to upstate New York for three days…
‘You Earn How Much?’ Study Uncovers Disconnects on Earnings, Retirement Expectations
How accurately can you guess your partner’s income? According to Fidelity Investments’ 2015 Couples Retirement Study, while 72…