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Retirement Advisor PRO

Jun 18, 2019

A Message From the Editor

They say the SEC's Regulation Best Interest rule has the potential to create a big impact on the retirement industry. Do you agree? What is confusing or troubling or even just intriguing about it? What about other retirement issues? Tell us via our website form or click the editor photo and go to the email symbol beneath my biography.

– C.J. Marwitz, digital managing editor,


Reg BI applies to rollover, account recommendations

By Nick Thornton

Change in final rule has support from SEC's critics. Read More


Supreme Court will hear bid to limit retirement-plan lawsuits

By Greg Stohr

The former employee had access to electronic docs about the investments -- but he says he doesn't recall reading them. Read More


4 steps 403(b) plan advisors should take in today's rapidly evolving environment

By Troy Dryer

30 years ago, advisors would help participants with plan enrollment and questions. Today, it's different. Read More


No lunch is ever free, especially in the mutual fund industry Carosa

By Christopher Carosa

If you think you need to beware of Greeks bearing gifts, just wait until you see what the mutual fund industry is offering. Read More


Will Reg BI stem IRA rollovers?

By Nick Thornton

SEC offers guidelines on rollover advice. Read More


The trouble with robo-advisors

By James Green

Corporate Insight's research finds that even the largest digital advice providers need to raise their game. Read More


When people ask: “How's business? what do you say?

By Bryce Sanders

Most people are on auto-pilot when they answer this question. But change your approach and you might change the outcome. Read More


ALM Intelligence's top 5 retirement benefits consultancies for 2019

By Matthew Merker

Here are the top 5 consultancies that can offer a broad level of services, yet scale down to the tactical level as needed. Read More

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BenefitsPRO Broker Expo 2020

Join us at BenefitsPRO Broker Expo in Austin, TX on May 18-20, 2020 for the premier educational & networking event for employee benefits brokers & agents. Learn More


Broker-Only PEO: A Partnership That Can Grow and Protect Your Book

Sponsored by: Extensis Group

Learn how this partnership can help you grow and protect your book of business. Learn More

Finding the Benefit Sweet Spot

Sponsored by: ArmadaCare

When you hit the ball just right, you connect with the sweet spot. Discover how to do this with your clients’ employee benefits offerings. Learn More

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