Newsletters

May 18, 2018

PLANADVISERdash – May 21, 2018

May 18, 2018

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May 17, 2018

PLANADVISERdash – May 18, 2018

May 16, 2018

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May 15, 2018

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May 15, 2018

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May 14, 2018

PLANADVISERdash – May 15, 2018

May 11, 2018

PLANADVISERdash – May 14, 2018

May 11, 2018

051118 PLANADVISERweekend

May 10, 2018

PLANADVISERdash – May 11, 2018

May 9, 2018

PLANADVISERdash – May 10, 2018

May 8, 2018

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May 7, 2018

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May 4, 2018

PLANADVISERdash – May 7, 2018

May 4, 2018

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May 3, 2018

PLANADVISERdash – May 4, 2018

May 2, 2018

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May 1, 2018

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April 30, 2018

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April 27, 2018

PLANADVISERdash – April 30, 2018

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

MARKET MIRROR

Friday, the Dow was virtually unchanged at 24,715.09, the NASDAQ decreased by 28.13 points (0.38%) to 7,354.34, and the S&P 500 was down 7.16 points (0.26%) at 2,712.97. The Russell 2000 increased by 1.34 (0.08%) to 1,626.63, and the Wilshire 5000 closed 62.25 points (0.22%) lower at 28,266.59.

The price of the 10-year Treasury note increased 14/32, bringing its yield down to 3.061%. The price of the 30-year Treasury bond climbed 29/32, decreasing its yield to 3.200%.

WEEK’S WORTH: For the week ending May 18, the Dow decreased 0.47%, the NASDAQ lost 0.66%, and the S&P 500 finished 0.54% lower. The Russell 2000 gained 1.23%, and the Wilshire 5000 was down 0.31%.

Industry White Papers

What Retirement Consultants Think Most 401(k) consultants support additional services in plans for retirees.
The Power of the Wellness Effect Three keys to maximizing the impact of financial wellness programs.
Health Care: Using Health Savings Accounts Wisely Help plan sponsors and individuals understand savings options, and the relative advantages of each.
The Elephant and The Snowball How Advisors Can and Should Talk Taxes With Clients
Moving From Inertia to Income: Insights Into Delivering Successful Retirement Outcomes New research: Actions you can take to help meet the changing retirement income needs of your clients
BEST PRACTICES FOR ADDRESSING AUTOMATIC PARTICIPANT ROLLOVERS Saving plan sponsors time and money while reconnecting participants with their retirement savings