Newsletters

September 13th, 2019

091319 PLANADVISERweekend

September 12th, 2019

PLANADVISERdash – September 13, 2019

September 11th, 2019

091219 PLANADVISERdash

September 10th, 2019

091119 PLANADVISERdash

September 9th, 2019

091019 PLANADVISERdash

September 6th, 2019

PLANADVISERdash – September 9, 2019

September 6th, 2019

090619 PLANADVISERweekend

September 5th, 2019

PLANADVISERdash – September 6, 2019

September 4th, 2019

090519 PLANADVISERdash

September 3rd, 2019

090419 PLANADVISERdash

September 3rd, 2019

PLANADVISERdash – September 3, 2019

August 30th, 2019

PLANADVISERweekend – August 30, 2019

August 29th, 2019

PLANADVISERdash – August 30, 2019

August 28th, 2019

PLANADVISERdash – August 29, 2019

August 27th, 2019

PLANADVISERdash – August 28, 2019

August 27th, 2019

PA19 TLRU August

August 26th, 2019

PLANADVISERdash – August 27, 2019

August 26th, 2019

PLANADVISERweekend – August 23, 2019

August 23rd, 2019

PLANADVISERdash – August 26, 2019

August 22nd, 2019

PLANADVISERdash – August 23, 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

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

PLAY VIDEO

ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

PLAY VIDEO

Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

PLAY VIDEO

Map My Benefits

PLAY VIDEO

Viability

PLAY VIDEO

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

PLAY VIDEO

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

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

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.

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

Thursday, the Dow was up 45.41 points (0.17%) at 27,182.45, the NASDAQ gained 24.79 points (0.30%) to finish at 8,194.47, and the S&P 500 closed 8.64 points (0.29%) higher at 3,009.57. The Russell 2000 climbed 32.08 points (2.08%) to 1,575.07, and the Wilshire 5000 increased 62.89 points (0.20%) to 30,785.60.

The price of the 10-year Treasury note was down 4/32, increasing its yield to 1.786%. The price of the 30-year Treasury bond fell 31/32, increasing its yield to 2.269%.

Industry White Papers

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.