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Home > Videos

Multimedia Archive

October 31st, 2010

PANC 2010: Battle Lines?

October 31st, 2010

PANC 2010: ERISA 408(b)(2) Regulations

October 31st, 2010

PANC 2010: Target-Date Funds: Not Created Equal

May 28th, 2010

403(b) Opportunity: Interview with The Principal

March 5th, 2010

Investment Advice Regs: Interview with Jason Roberts

March 1st, 2010

Guaranteed Income: Interview with Prudential

February 11th, 2010

Targeting Demographics: Beyond Translation

January 11th, 2010

Interview with Nevin Adams

December 21st, 2009

Interview with The Hartford

December 11th, 2009

Interview with Marcia Wagner

December 7th, 2009

Targeting Demographics: Racial Savings Gap

December 7th, 2009

Targeting Demographics: Young Workers

December 7th, 2009

Targeting Demographics: Segmenting Your Message

December 7th, 2009

Interview with Fred Reish

December 7th, 2009

Investment Advice Regs: Interview with NAPFA

December 7th, 2009

Investment Advice Regs: Interview with Bradford Campbell

December 7th, 2009

Interview with J.P.Morgan Asset Management

December 4th, 2009

Interview with Russell Investments

December 2nd, 2009

The Opportunity with Cash Balance Plans

November 23rd, 2009

A Conversation with iShares

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    Stimulus Bill Extends Some Provisions of the CARES Act

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    Practice Management: Areas of Success

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    HUB Names New Leader for Retirement and Private Wealth

  • exclusives

    Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals

  • Client Service

    How to Get Participants More Engaged in Financial Wellness Programs

  • Compliance

    ADP Multiple Employer Plan Facing Excessive Fee Lawsuit

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    Washington Update: Industry Turns Attention to Portman-Cardin Bill

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    PANC 2016: Technology – Practical Solutions and Usage

  • Client Service

    Social Security Claiming Is Advice Opportunity

  • Practice Management

    When a Committee of One Runs a 401(k)

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual 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

PLAY VIDEO

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

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Who Should Use a Health Savings Account?

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

  • From Fiduciary 2.0 to 3.0–Carving Out a Role for Advisers As Chief Governance Officer
    Sponsored by MassMutual
  • Expert Voice: Ed Farrington
    Sponsored by Natixis Investment Managers
  • Add Financial Stress to the Symptoms—and the Cost—of the Covid-19 Pandemic
    Sponsored by John Hancock

MARKET MIRROR

  • Wednesday, the Dow lost 633.87 points (2.05%) to finish at 30,303.17, the NASDAQ closed 355.47 points (2.61%) lower at 13,270.60, and the S&P 500 decreased 98.85 points (2.57%) to 3,750.77. The Russell 2000 was down 41.16 points (1.91%) at 2,108.70, and the Wilshire 5000 fell 1,011.83 points (2.48%) to 39,790.28.

    The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.013%. The price of the 30-year Treasury bond increased 5/32, bringing its yield down to 1.773%.

Industry White Papers

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  • https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2020/10/20154039/American-Century-Investments-Logo.png An ERISA Attorney’s Views on Target-Date Fund Selection Brad Campbell opines on how ERISA protects fiduciaries—if they document their decisions the right way.
  • https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2020/08/07120732/NYLI20-029567-Segment-Marketing-DCIO-Plan-Advisor-NYLI-logo-300x300.jpg Balanced retirement portfolios, no matter the balance of power. Perspectives on electing high-yield bonds and other non-core assets.
  • https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2020/03/04130309/Sponsor-Logo_Invesco.png The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making
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