John Sullivan

What the Latest Inflation Numbers Really Mean: OneDigital’s Chattopadhyay

By John Sullivan | 1/13/2023

Relatively good news broke Thursday with the release of the latest inflation data. Although the Consumer Price Index rose 6.5% in the 12 months through December, it was the smallest monthly increase since October 2021. Excluding food and energy, core inflation rose 5.7% over the same period, the... READ MORE

Next Major Industry Focus: Using Auto-Portability to Solve Savings Gap

By John Sullivan | 1/11/2023

Preventing retirement plan “leakage” through the widespread adoption of auto-portability appears to be the next industry target now that SECURE 2.0 has passed. The Employee Benefit Research Institute (EBRI) finds that job-switching Americans lose $92 billion in retirement savings yearly to taxes... READ MORE

Potential Fallout from the SEC’s Late Trading Rule Revival

By John Sullivan | 1/10/2023

In early November and without warning, the Securities and Exchange Commission (SEC) said it would repropose a nearly 20-year-old rule to eliminate the potential for late trading and repricing of mutual fund shares after the market’s close. The announcement sent retirement plan-related... READ MORE

Back to the Future for Safe Withdrawal Rates: Christine Benz

By John Sullivan | 1/6/2023

Anyone sick of hearing about the so-called safe withdrawal rate? Bill Bengen’s high-profile 4% formula lasted almost three decades, but inflation, COVID, a war in Europe, and hyper-volatility caused a recent retirement income rethink. Surprisingly, Morningstar’s withdrawal estimates actually... READ MORE

The One (Very) Partisan Retirement Issue Predicted to Get Worse

By John Sullivan | 1/6/2023

Despite SECURE 2.0’s recent seismic success, the current Capitol Hill crackup has many people wondering how it will affect chances for more retirement legislation this year. Without a speaker, the House of Representatives as a functioning body doesn’t exist, affecting several key areas. For... READ MORE

‘If Advisors Aren’t Busy, Something’s Wrong with Them’: Corby Dall

By John Sullivan | 1/6/2023

One knock against (some) advisors is that they make retirement prep and planning unnecessarily complicated for their clients in order to be needed. True or not, SECURE 2.0 is complicated legislation with A LOT to it, and they are needed. “There are immediate things than can and should be done,”... READ MORE

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