Newsletters

January 27th, 2020

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January 24th, 2020

PLANADVISERdash – January 27, 2020

January 24th, 2020

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January 23rd, 2020

PLANADVISERdash – January 24, 2020

January 23rd, 2020

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January 22nd, 2020

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January 21st, 2020

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January 17th, 2020

PLANADVISERdash – January 21, 2020

January 17th, 2020

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January 16th, 2020

PLANADVISERdash – January 17, 2020

January 15th, 2020

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January 14th, 2020

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January 13th, 2020

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January 10th, 2020

PLANADVISERdash – January 13, 2020

January 10th, 2020

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January 9th, 2020

PLANADVISERdash – January 10, 2019

January 8th, 2020

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January 7th, 2020

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January 6th, 2020

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January 3rd, 2020

PLANADVISERdash – January 6, 2019

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

PLAY VIDEO

Viability

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Balance Between Great Plans and Cost of Plans

PLAY VIDEO

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.

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

MARKET MIRROR

Yesterday, the Dow fell 453.93 points (1.57%) to 28,535.80, the NASDAQ shed 175.60 points (1.89%) to finish at 9,139.31, and the S&P 500 closed 51.84 points (1.57%) lower at 3,243.63. The Russell 2000 dropped 40.87 points (2.43%) to 1,644.14, and the Wilshire 5000 plunged 510.78 points (1.52%) to 33,028.77.

The price of the 10-year Treasury note increased 30/32, bringing its yield down to 1.599%. The price of the 30-year Treasury note climbed 1 31/32, decreasing its yield to 2.051%.

Industry White Papers

Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships
The Great Wealth Transfer Generations of Possibilities
It’s Time to Get Serious About Retirement Income Solutions Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals—and better position plans to retain assets.
The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes
Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.
2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.