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Retirement Advisor PRO

May 29, 2020

A Message From the Editor

Resilence, says Forrester VP and group director Stephanie Balaouras, "will become a competitive advantage" post-COVID-19 and throughout the 2020s. Balaouras defines business resilience as "the ability to deliver on your mission and vision regardless of any kind of crisis or disruption, be it extreme weather, political upheaval, cyberattack, or the next disease outbreak." As companies plot how to re-open from the lockdown caused by the coronavirus pandemic, they might want to take some time to evaluate their resilience. One way to start is to examine their business continuity plan. How did it function? Was it specific to a particular natural disaster? Was it adaptable to a pandemic? Actually, these aren't entirely rhetorical questions. I'm curious -- what would you do differently next time?

– C.J. Marwitz, digital managing editor,


Calculating Paycheck Protection Program (PPP) retirement contributions

By Mark Welker

Let's plan for the worst (no guidance from Treasury) and hope for the best. Meanwhile, here are some ideas to consider. Read More


IRS sets 2021 limits for HSAs

By Emily Payne

The increases, based on inflation, are once again modest. Read More

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Everything that you are today, and everything that you will ever accomplish, is determined by the quality of the habits that you form. By creating good habits and adopting a positive behavior, you too can become successful and live a prosperous life. Read More


7 takeaways on offering emergency savings programs in post-COVID-19 America

By C.J. Marwitz

Americans' finances are fragile, and to their credit, many employers want to help. Here are some things to consider. Read More

Market Insights

Middle-income retirement participants 'hit from both sides' by COVID-19

By Jason Grant

New report outlines the breadth and severity of what it calls "the COVID-19 recession" impact on workers 55 and over. Read More


How COVID-19 has affected different generations financially

By C.J. Marwitz

A Q&A with Hugh Tallents, senior partner and personal finance expert at cg42. Read More

Market Insights

ESG-focused funds are outperforming during pandemic

By Bernice Napach

But why? An S&P global report also explains how the pandemic is increasing demand for these funds. Read More

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Zoom - Quick Reference Guide

This Zoom Reference provides shortcuts, tips, and tricks for the popular video conferencing software. Use this reference to brush up on the basics and to find alternative methods to your favorite commands. This printable quick reference is yours to use, distribute, and share at your organization! Read More

Market Insights

3 takeaways from Moody's report on COVID-19's impact on financial industry

By Steve Salkin

The pandemic 'will fundamentally reshape many aspects of the macroeconomy, business life and consumer behavior.' Read More

Market Insights

Reasons to be wary about the stock market recovery

By Bernice Napach

Schwab strategists Jeffrey Kleintop, Liz Ann Sonders and Kathy Jones explain. Read More

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BenefitsPRO Broker Expo 2020

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Act 2: Best Practices For B2B Marketers To Succeed As The Economy Opens

Webcast Date - Thursday, June 11: Find out how leading B2B marketers in the legal, financial, insurance, and commercial real estate markets have achieved results over the past three months. Learn More

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