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Awards January 29, 2019

{{titleyear}} PLANADVISER’s Top 100 Retirement Plan Advisers

Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.

UPCOMING EVENT MORE

2020 PLANADVISER National Conference

Sep 14-Sep 18, 2020
Online Conference

THOUGHT LEADERSHIP
SPOTLIGHT MORE

PLAY VIDEO

Market Practice Innovation: Increased Efficiency and Impact in The Small Market

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Map My Benefits

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Viability

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Balance Between Great Plans and Cost of Plans

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

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Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

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How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

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Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

PLAY VIDEO

Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

PLAY VIDEO

Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

MARKET MIRROR

Thursday, the Dow was up 34.30 points (0.12%) at 27,931.02, the NASDAQ closed 23.20 points (0.21%) lower at 11,019.30, and the S&P 500 was virtually unchanged at 3,372.85. The Russell 2000 was down 1.91 points (0.12%) at 1,577.88, and the Wilshire 5000 decreased 14.45 points (0.04%) to 34,478.13.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 0.712%. The price of the 30-year Treasury bond was down 20/32, increasing its yield to 1.445%.

WEEK’S WORTH: For the week ending August 14, the Dow climbed 1.81%, the NASDAQ was up 0.08%, and the S&P 500 gained 0.64%. The Russell 2000 increased 0.55%, and the Wilshire 5000 finished 0.62% higher.

Industry White Papers

Market Trends & Analysis Optimizing retirement portfolios: A high-level look at the benefits of adding high-yield bonds.
The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making
Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships
The Great Wealth Transfer Generations of Possibilities
The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes