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  • Data & Research

    Half of Households Likely to Face a Retirement Shortfall

  • Compliance

    Proposed Hardship Withdrawal Amended Regulations Issued by IRS

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  • Compliance

    SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations

  • Data & Research

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  • Data & Research

    Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition

  • Client Service

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  • Investing

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  • Client Service

    PANC 2018: The Value of an Adviser—Plan Sponsors Tell All

  • Compliance

    Small-Business Clients Will See Biggest Tax Impact on Retirement Plans

UPCOMING EVENT MORE

2018 Best of PLANSPONSOR National Conference

2018 Best of PLANSPONSOR National Conference

November 13, 2018

THOUGHT LEADERSHIP
SPOTLIGHT MORE

PLAY VIDEO

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

PLAY VIDEO

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

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

PLAY VIDEO

HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

PLAY VIDEO

How to Invest in a Health Savings Account

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

PLAY VIDEO

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

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

PLAY VIDEO

Challenges for the Modern Adviser

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

PLAY VIDEO

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

  • Retirement Benefits for the Fastest-Growing Segment of the U.S. Economy
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  • Driving Retirement Readiness: Helping Sponsors Meet the Evolving Needs of Plan Participants
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  • Three Key Insights Plan Sponsors and Advisers Should Know About Special Needs Planning
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MARKET MIRROR

  • Wednesday, the Dow fell 205.99 points (0.81%) to 25,080.50, the NASDAQ lost 64.48 points (0.90%) to finish at 7,136.39, and the S&P 500 closed 20.60 points (0.76%) lower at 2,701.58. The Russell 2000 decreased 12.30 points (0.81%) to 1,502.51, and the Wilshire 5000 shed 207.41 points (0.74%) to close at 27,853.78.

    The price of the 10-year Treasury note increased 6/32, bringing its yield down to 3.122%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 3.360%.

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  • The Happiness Formula Leveraging our Global Retirement Reality Report data, we are examining what makes for retirement happiness.
  • Retirement Income: A New Model for Seeking Stable Income We aim to optimize interrelated decisions collectively for stable and consistent retirement income.
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