How should financial wellness be defined, where are we headed in 401(k) tech, and why aren’t we sick of the DOL fiduciary rule? David Reich, EVP and Head of LPL Retirement Partners, joins John Sullivan for frank talk on these topics and more.
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How to Grow Your Practice with Financial Wellness
A Maddening 401k Financial Wellness Contradiction
How to Increase 401k Participation With Financial Wellness
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.
