John Sullivan (@401keditor) profile picture

John Sullivan

@401keditor

Chief Content Officer at American Retirement Association

 Denver, CO
usaretirement.org
Joined July 2010
  • Tweets9.9K
  • Following1.9K
  • Followers3.6K
169Media
Photo by John Sullivan (@401keditor)Photo by John Sullivan (@401keditor)Photo by John Sullivan (@401keditor)Photo by John Sullivan (@401keditor)Photo by John Sullivan (@401keditor)Photo by John Sullivan (@401keditor)Photo by John Sullivan (@401keditor)Photo by John Sullivan (@401keditor)Photo by John Sullivan (@401keditor)Photo by John Sullivan (@401keditor)
Nathan Glassey and Will Hansen talk CITs, start-up credits for non-profits and the potential of SECURE 3.0 at #NTSASummit. @NTSA403B @401keditor
Image from Joey Santos-Jones (@JoeySantosJones)
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John Sullivan retweeted
Matthew Wolniewicz (@mwalno) profile picture
Matthew Wolniewicz
@mwalno13 Dec 2023
Great content in newest @NAPA401K NAPA Net magazine @MatthewEickman @QPAdvisors p 38 @btreichelesq & @nevinesq on #401k litigation p 58 @401kMarketing Digital Biz Strategies p 22 & @401keditor p 6, 66, 67 #fiduciary @income_america bit.ly/3RHOhHE
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Interest in guaranteed lifetime income is growing, but plan participants want more than just a reliable monthly income stream. Tune in to learn how guaranteed lifetime income solutions can help increase the likelihood of positive participant outcomes. napa-net.org/guaranteed-life…
Image from NAPA - National Association of Plan Advisors (@NAPA401K)
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Fintech Friday: #AutoPortability Continues to Gain Traction by @NAPA401K @401keditor bit.ly/3raNWlI

Fintech Friday: Auto-Portability Continues to Gain Traction

The movement to auto-portability continued to grow on Thursday with the announcement that Principal Financial Group will join Portability Services Network (PSN) alongside TIAA, Empower, Fidelity,...

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Advisors work with a variety of #recordkeepers across different market segments, and in support of #retirementplans of all sizes and complexities—so, which one(s) are the best? Time is running out to weigh in! napa-net.org/news-info/daily…
Image from NAPA - National Association of Plan Advisors (@NAPA401K)
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The consumer press is catching on to the dangers of a federal takeover of private-sector retirement plans. Former Congressman @leemzeldin lays it out here, mirroring concerns expressed by @usa_retirement CEO Brian Graff. #401k #RetirementPlanning @NAPA401K
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"A fundamental difference between now and 1983 is that insolvency then would only cause about a 5% [reduction], a minor amount of decreased payments to beneficiaries. Now we have a 24% cliff." - @SenBillCassidy #retirementplanning @usa_retirement LINK: bit.ly/3NckYLe
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While state plan critics have questioned whether state programs might “entice” employers with plans to drop them to move workers to the state programs, it does not appear to be happening. #401k #retirementplanning @pewtrusts @pewresearch bit.ly/43IHz8f
Surprising Findings About State Plans' Impact on Private-Sector 401(k)s

Surprising Findings About State Plans' Impact on Private-Sector 401(k)s

While the retirement plan industry generally applauds the introduction and adoption of state-sponsored retirement plans, the possibility some could compete with and “crowd out” private plans due to...

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Interesting tactic from shareholder advocacy organization @AsYouSow to align publicly-stated corporate values with retirement plan investment choices. #401k #retirementplanning @usa_retirement @NAPA401K @ASPPA bit.ly/3ojJYG2
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Debt limits, ESG, presidential vetoes—how did SECURE 2.0 pass in an overwhelmingly (and increasingly) partisan Washington? Where does retirement policy go from here? @usa_retirement's Brian Graf speaks with Senate Staffer Drew Crouch. @NAPA401K @ASPPA bit.ly/3MQoOtj
Top Senate Staffer on Reaching Across the Retirement Policy Aisle: DC Pension Geeks Podcast

Top Senate Staffer on Reaching Across the Retirement Policy Aisle: DC Pension Geeks Podcast

Debt limits, ESG, presidential vetoes—how in the world did SECURE 2.0 pass in an overwhelmingly (and increasingly) partisan Washington?

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"This is a tremendous growth opportunity for advisors, and we are incredibly optimistic." #401k #retirementplanning @usa_retirement @NAPA401K @ASPPA @GRPAdvisor bit.ly/41brvtq
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I plan to eat all the cookies, cake, and pizza I want and lose weight. #401k #retirementplanning @usa_retirement @NAPA401K @ASPPA bit.ly/3KnD4XM
IRS Plans to Deliver 'World-Class Service' While Reducing Deficit

IRS Plans to Deliver 'World-Class Service' While Reducing Deficit

On Thursday, the Treasury Department and Internal Revenue Service (IRS) released its Strategic Operating Plan detailing how the billions in new funding and thousands of new hires will be applied,...

napa-net.org
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'Having access to payroll deduction makes people 15 times more likely to save, yet over 88,000 Vermont workers can’t save for retirement out of their regular paycheck.' #401k #retirementplanning @AARP @VTTreasurer @usa_retirement @NAPA401K @ASPPA bit.ly/3KqHz3R
Vermont Close to Passing Mandatory State Auto-IRA Program

Vermont Close to Passing Mandatory State Auto-IRA Program

Vermont is the latest state to push for a mandatory auto-IRA for uncovered workers and is close to getting its wish.

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Replying to @ASPPA
@ASPPA members: This is a rare opportunity to meet with hundreds of plan sponsors at PSCA’s National Conference this year. Connect with them and hear about the issues and priorities they’ll discuss in 18 workshops and on the sidelines. Join us in Orlando! bit.ly/3DOqJZ8
Image from Plan Sponsor Council of America (PSCA) (@PSCA401k)
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While the original #SECUREAct increased tax credits for small employer plans, SECURE 2.0 significantly increases the available #taxcredits —including some that could cover the costs of operating/administering a small plan for up to three years. Read more: napa-net.org/news-info/daily…
Image from American Retirement Association (@usa_retirement)
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They're not exactly getting in on the ground floor, but it's interesting nonetheless. Or maybe a better analogy is they're avoiding the landmines triggered by those before them? #401k #retirementplanning @usa_retirement @NAPA401K @Fidelity @Putnam_News bit.ly/3XqR07F
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"We need to think about taking care of ourselves first. There is no loan for retirement." @AprylMPope #401k #retirementplanning @usa_retirement @NAPA401K bit.ly/3Xi2VF2
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"Participant outcomes remained strong as plan sponsors continued to implement automatic solutions and leverage human inertia to influence decision-making... " #401k #retirementplanning @usa_retirement @NAPA401K bit.ly/40BH9yK
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What happens when the boycotters are boycotted? #401k #retirementplanning @usa_retirement @NAPA401K @nevinesq bit.ly/3Xf9BUf
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An important piece from Kelsey Mayo that handily summarizes all of the SECURE 2.0 start-up tax credits. #401k #retirementplanning @usa_retirement @NAPA401K bit.ly/3lkpzzk
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