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Retirement Advisor PRO

Sep 23, 2021

A Message From the Editor

From what I've observed, employees fall into two categories when it comes to tracking their retirement accounts online: Those who want to set it and forget it, and those who want to monitor and tweak things if necessary. How easy or difficult this is depends on the provider's website. J.D. Power took a look at the so-called digital experience of retirement plans and ranked them. Take a look at the slides in the article below to see who's above average and who's below.

– C.J. Marwitz, retirement industry editor,


3 reasons why small retirement accounts can be a problem

By Alan Goforth

And 5 potential solutions to fix the problem. Read More


Are social media 'fin-fluencers' coming for your participants' 401(k)s?

By Paul J. Davies

Irresponsible, unlawful, or just plain wrong financial advice could explode in popularity if it sounds fun. Read More

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Reducing the risk of excessive fee litigation in the changing fiduciary insurance market

By C.J. Marwitz

Q&A with Dave Weller, EVP and Professional Lines Specialist, Amwins Brokerage; and Daniel Aronowitz, Managing Principal,... Read More


2022 Social Security COLA could be as high as 6%

By Ginger Szala

The COLA is expected to be one of the largest since 1983. Read More

Best Practices

Missing retirement plan participants: DOL red flags and recommendations

By Alan Goforth

The first step in addressing any problem often is knowing that there is one. Read More

Market Insights

HSA contributions, distributions declined in 2020: EBRI

By Michael S. Fischer

Few HSAs are invested in assets other than cash, but the research group expects that to change as accounts grow over... Read More


There is no magic retirement 'number': Financial Engines cofounder William Sharpe

By Jane Wollman Rusoff

The Nobel laureate discusses retirement uncertainty, cofounding the robo advisory, and a market development that has... Read More

Market Insights

Best and worst retirement plans for digital experience: J.D. Power, 2021

By Michael S. Fischer

Only a quarter of retirement investors strongly agree that their provider offers proactive guidance, the research finds. Read More

Save the Date

Now Accepting 2022 Speaking Proposals

BenefitsPRO Broker Expo 2022 – May 23-25, 2022 | Submissions are currently being accepted for 2022 speaking proposals. Showcase your industry expertise in front of the top brokers, agents, and consultants by submitting your topic(s) for speaking consideration today. Topics focused on dealing with volatile/uncertain health care climate, practice management strategies/running a successful brokerage business, agency business transformation, and experience-driven technology implementation are desired. The deadline for proposals is Friday, October 15. Learn More


Broker Guide: How to Market Your Agency Online to Attract More Clients

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Shrinking Attention Spans, Better Benefits: Navigating 2022 Open Enrollment

[ON DEMAND] If you have previously registered for this event, please click here, and log-in using the email you registered with to access the on-demand Learn More

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