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  • Compliance

    Fidelity Faces a Myriad of Allegations in New ERISA Lawsuit

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  • exclusives

    Open MEPs Could Create Many Opportunities for Advisers

  • Deals & People

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  • Compliance

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    Open MEPs Could Create Many Opportunities for Advisers

  • Data & Research

    Number of Plan Audits Should Be a Wake Up Call for Clients

UPCOMING EVENT MORE

2018 Best of PLANSPONSOR National Conference

2018 Best of PLANSPONSOR National Conference

November 13, 2018

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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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

PLAY VIDEO

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

PLAY VIDEO

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

  • Two Key Themes for DC Plans
    Sponsored by PIMCO

MARKET MIRROR

  • Thursday, the Dow lost 327.23 points (1.27%) to finish at 25,379.45, the NASDAQ closed 157.56 points (2.06%) lower at 7,485.14, and the S&P 500 decreased 40.42 points (1.44%) to 2,768.79. The Russell 2000 was down 28.85 points (1.82%) at 1,560.75, and the Wilshire 5000 fell 434.09 points (1.49%) to 28,622.13.

    The price of the 10-year Treasury note was up 7/32, decreasing its yield to 3.178%. The price of the 30-year Treasury bond increased 8/32, bringing its yield down to 3.362%.

Industry White Papers

  • 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.
  • Improving Plan Health Plan sponsors' perspectives on plan health and the drivers that can impact it
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