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Retirement Advisor PRO

Oct 15, 2019

A Message From the Editor

We've been observing increased interest among advisors about Health Savings Accounts. Given the many benefits we've heard about HSAs, it was surprising that a Morningstar study sees room for improvement, even among the top 11 providers -- BenefitsPRO reporter Nick Thornton explains the how and why. By the way, if you get a chance, try the retirement industry photo quiz. Is it too easy?

– C.J. Marwitz, digital managing editor,


Using active choice to engage retirement plan participants

By Abigail Thomas

2 case studies of the active choice method and how to engage employees. Read More


Warren vows to resurrect DOL fiduciary rule, push to pass Butch Lewis Act

By Melanie Waddell

Senator says she'll work with policy experts, benefits specialists, and others to create policy. Read More


Latest jobs report prompts question: Is the economy crawling or stalling?

By Katia Dmitrieva and Reade Pickert

Jobs report caps a week of U.S. economic data that whipsawed stocks and sent already-low Treasury yields tumbling. Read More


401(k) MEP: Panacea or placebo? Carosa

By Christopher Carosa

Employers shouldn't dive blindly into the 401(k) MEP pool. But in some cases the reward may outweigh the risk. Read More


Quiz: Name that face - retirement industry edition

By C.J. Marwitz

Their names are associated with financial regulations, legislation, leadership. But can you place their faces? Read More


New policy proposal promotes Social Security reform as an opportunity for economic growth

By Nick Thornton

Framework would create auto-enrolled retirement accounts on top of Social Security. Read More


Retirement plans for the self-employed: Choosing the right plan for you

By Joe McDonald

Here are 3 examples of retirement plans self-employed business owners might consider. Read More


HSA market still evolving: Investment, maintenance fees burden users

By Nick Thornton

Morningstar study of youthful HSA industry looks at fees and more. Read More

Save the Date

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


Telehealth Index: 2019 Consumer Survey

Sponsored by: American Well

Consumers are willing to use telehealth, but your clients need help tailoring services for specific employee group needs. Discover how. Learn More

Broker's Playbook: 4 Plays for the Busy Season

Sponsored by: ArmadaCare

To get through your busy season, you need proven strategies that help you score with your clients. Learn More

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