Newsletters

September 19th, 2018

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September 18th, 2018

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September 17th, 2018

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September 14th, 2018

PLANADVISERdash – September 17, 2018

September 14th, 2018

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September 13th, 2018

PLANADVISERdash – September 14, 2018

September 12th, 2018

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September 11th, 2018

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September 10th, 2018

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September 7th, 2018

PLANADVISERdash – September 10, 2018

September 7th, 2018

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September 6th, 2018

PLANADVISERdash – September 7, 2018

September 5th, 2018

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September 4th, 2018

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August 31st, 2018

PLANADVISERdash – September 4, 2018

August 31st, 2018

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August 30th, 2018

PLANADVISERdash – August 31, 2018

August 30th, 2018

PLANADVISERdash – August 6, 2018

August 29th, 2018

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August 28th, 2018

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THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Expanding Fixed Income Options in Plan Menus

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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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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What's Driving the Growth of Semi-Custom TDFs?

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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Ascensus Outlook and Growth Strategy

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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HSA Myths and Misconceptions

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

How to Invest in a Health Savings Account

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

PLAY VIDEO

The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

Two Key Themes for DC Plans
Sponsored by PIMCO

MARKET MIRROR

Wednesday, the Dow closed 158.80 points (0.61%) higher at 26,405.76, the NASDAQ was down 6.07 points (0.08%) at 7,950.04, and the S&P 500 increased 3.64 points (0.13%) to 2,907.95. The Russell 2000 closed 8.04 points (0.47%) lower at 1,702.93, and the Wilshire 5000 was up 5.96 points (0.02%) at 30,232.35.

The price of the 10-year Treasury note was down 5/32, increasing its yield to 3.077%. The price of the 30-year Treasury bond decreased 11/32, bringing its yield up to 3.222%.

Industry White Papers

Improving Plan Health Plan sponsors' perspectives on plan health and the drivers that can impact it
Target Date Fund Selection: More than Active vs. Passive Learn why glide path and asset allocation matter more than active or passive in TDFs.
Out of Sync? What plan sponsors need to know about retirement readiness Learn more about the insights gleaned from the MassMutual Retirement Savings Risk Study, download a copy of our white paper today.