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Retirement Advisor PRO

Mar 28, 2023

A Message From the Editor

This week, Pres. Biden issued his first veto on retirement legislation. He rejected a bill passed by the House and Senate to block the Labor Department’s new ESG rule, which allows portfolio managers to weigh environmental issues in investment decisions. While this ESG issue continues to play out this year, let’s take a look at SECURE 2.0, the new legislation that employers, plan sponsors and advisors are still unpacking since it was passed in late December. It’s time to get up to speed on auto-enrollment, new eligibility requirements for part-timers and tax credits for small businesses.

– Lynn Cavanaugh, managing editor, BenefitsPRO

Expert Opinion

Beyond deductions & credits: The underlying effects of SECURE 2.0 on employers

By David Peters

While the new retirement law offers unique opportunities for employers, companies need to consider how much value employees... Read More


6 in 10 women expect a recession in 2023, complicating retirement plans

By Willa Hart

Women investors are bracing for the worst and are expected to see increased economic uncertainty, high inflation, and... Read More

Sponsored By ALM Partners

7 Presentation Skills Your Boss Wants You to Master

Your boss really wants you to succeed when you give a presentation. Here are 7 ways you can make that happy outcome occur! Read More


Biden uses first veto on bill blocking ESG investing for retirement funds

By Akayla Gardner

Pres. Biden rejected legislation that would have blocked the new DOL rule allowing retirement portfolio managers to... Read More


Infographic: The great retirement plan reset

By Lynn Cavanaugh

Retirement advisors are ecstatic about SECURE 2.0, with 95% of advisors supporting the new legislation. Read More


Despite financial stressors, women are prioritizing retirement: Fidelity

By Alan Goforth

Encouraging news for advisors and employers: Nearly 90% of women say they are tackling stress head on and have made... Read More

Expert Opinion

What SECURE 2.0 means for employees' short-term expenses and long-term savings

By Nancy R. DeRusso

With the new provisions of this recently passed retirement law, employers have a lot more options to offer employees,... Read More

Sponsored By ALM Partners

Zoom Keyboard Shortcuts for Windows and macOS

Take charge of your video meetings with these keyboard shortcuts. Read More


Reframe workplace wellness programs: Focus on employee debt, financial stress

By Alan Goforth

Employees say the top causes of their financial stress are saving enough for retirement, having emergency savings and... Read More


4 retirement plan trends employers should track in 2023

By Alan Goforth

Found in all four of the trends is one simple message -- be proactive, not reactive, according to a new Marsh McLennan... Read More

Save the Date

BenefitsPRO Broker Expo Heads To Atlanta In 2023

Save the date! The 2023 BenefitsPRO Broker Expo heads to Atlanta, May 8-10, 2023. Hear from leading industry practitioners and experts who will provide you with the tools and resources you can implement immediately to better serve your employer clients, improve your practice, and find solutions to your challenges. Registration now open! Learn More


Driving Healthcare Equality in the Workplace

Sponsored by: Cue Health

Diversity, equity and inclusion initiatives continue to be a priority in the workplace for employers’ policies and benefits. As employers face rising healthcare costs, they must find solutions to address these issues to ensure equitable, cost-effective access and care. Download this white paper and learn how. Learn More

WEBCAST DATE: April 12, 2023

How To Create the Benefits Packages Clients Want

When putting together a benefits proposal for approval, HR professionals need to consider what will get the whole company on board. Join this complimentary webcast to determine if your benefits offerings are working for your clients. Learn More

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