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EDITORIAL

GLOBAL EDITOR-IN-CHIEF

Alison Cooke Mintzer

alison.mintzer@strategic-i.com

MANAGING EDITOR

Lee Barney

lee.barney@strategic-i.com

DEPUTY EDITOR, PLANADVISER.COM

John Manganaro

john.manganaro@strategic-i.com

SALES / ADVERTISING

Paul Zampitella

paul.zampitella@strategic-i.com

SUBSCRIPTIONS

Jackie Scott

jackie.scott@strategic-i.com

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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

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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

Wednesday, the Dow slipped 3.12 points (0.01%) to 26,449.54, the NASDAQ was down 4.15 points (0.05%) at 7,996.08, and the S&P 500 decreased 6.61 points (0.23%) to 2,900.45. The Russell 2000 lost 15.19 points (0.96%) to finish at 1,567.60, and the Wilshire 5000 closed 104.22 points (0.35%) lower at 29,943.43.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 2.590%. The price of the 30-year Treasury bond increased 3/32, bringing its yield down to 2.991%.

Industry White Papers

How do you define great service? Understand the impact of service providers on retirement plan success
A Different Perspective on Sequence-of-Returns Risk Around Retirement Investors may have different retirement objectives, resulting in different risk priorities. One factor that often receives significant attention is sequence-of-returns (SoR) risk. This analysis evaluates the impact of SoR risk on target date investing.