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Retirement Advisor PRO

Jan 17, 2021

A Message From the Editor

Good morning. Our lineup today attempts to answer questions. No, not the big one of "What does the coming year hold for us?" but simple, yet important ones like these: What can we anticipate from a Dem Congress? What kind of plan sponsor is more interested in pooled employer plans? What should you know about the latest Paycheck Protection Program loans? Look below for answers, ideas, and more.

– C.J. Marwitz, digital managing editor,


Financial literacy gap for women is "notable and worrisome"

By Kristen Beckman

Good news is, they want advice-- here are four areas which advisors can focus on to help close literacy gap. Read More


Universal access to retirement savings might address savings shortfall: Report

By Alan Goforth

An estimated 57 million private-sector workers do not have access to a plan through their employer. Read More

Sponsored By ALM Partners

Cybersecurity: The Beginner's Guide ($23.99 Value) FREE for a Limited Time

This book puts together all the possible information with regards to cybersecurity, the need for cyber security and how can you be part of it and fill the cybersecurity talent gap bit by bit. Read More


New PPP loans: Questions and answers

By Mark Schmidt

Now that the PPP is reopening, here's what you need to know to help your small-business clients speed up the loan application... Read More


PEP-pushing advisors find sponsor knowledge gap: Cerulli

By Danielle Andrus

Smaller plan sponsors showed less interest in pooled employer plans that are ostensibly well-suited to their needs. Read More

Expert Opinion

The Small Business Reorganization Act: How it started and where it's going

By Jack O'Connor

By further expanding access to a streamlined Chapter 11 process, the SBRA will ensure that a wider array of debtors... Read More


5 things advisors can look for from a Democratic Congress

By Danielle Andrus

What retirement advisors can expect from a Biden administration and a slim Democratic majority. Read More

Sponsored By ALM Partners

How to Be More Personable in Virtual Meetings

How are your video conferencing skills? Are you a charismatic speaker? Here’s the secret of how to be more personable in virtual meetings. Read More


Biden to pick Gary Gensler for SEC chief: Reuters

By Melanie Waddell

"A knowledgeable and aggressive choice," lawyer Nick Morgan says. Read More


8 IRA, 401(k) numbers to know for 2021

By Michael S. Fischer

Here are the IRA contribution limits, Roth IRA income limits and other important figures for this year. Read More

Save the Date

BenefitsPRO 2021 Call For Speakers Now Open

BenefitsPRO Broker Expo 2021 – AUGUST 16-18, 2021 | We are currently accepting speaker submissions for the 2021 in-person event, taking place in August at The OMNI LA COSTA in San Diego. Showcase your industry expertise in front of more than 1,000 brokers, agents, and consultants by submitting your topic(s) for speaking consideration. Simply click the learn more link to begin. The deadline for speaker submissions Friday, January 15, 2021. Learn More


Six Strategies to Reduce Benefits Costs in 2021

Sponsored by: HealthEquity

Benefits costs continue to rise, but there are proven strategies to help clients take control. Learn More

Help Your Clients With Identity & Privacy Benefits To Protect Their Employees of All Ages

Sponsored by: IDX

No matter the age, everyone is vulnerable to identity and privacy threats. Discover how to help protect your clients’ diverse community of employees. Learn More

Connect With BenefitsPRO

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