Newsletters

November 30th, 2020

PLANADVISERdash – December 1, 2020

November 30th, 2020

PLANADVISERdash – November 30, 2020

November 24th, 2020

PLANADVISERdash – November 25, 2020

November 23rd, 2020

PLANADVISERdash – November 24, 2020

November 20th, 2020

PLANADVISERdash – November 23, 2020

November 19th, 2020

PLANADVISERdash – November 20, 2020

November 18th, 2020

PLANADVISERdash – November 19, 2020

November 17th, 2020

PLANADVISERdash – November 18, 2020

November 17th, 2020

PLANADVISERdash – November 17, 2020

November 13th, 2020

PLANADVISERdash – November 16, 2020

November 12th, 2020

PLANADVISERdash – November 13, 2020

November 11th, 2020

PLANADVISERdash – November 12, 2020

November 10th, 2020

PLANADVISERdash – November 11, 2020

November 9th, 2020

PLANADVISERdash – November 10, 2020

November 6th, 2020

PLANADVISERdash – November 9, 2020

November 5th, 2020

PLANADVISERdash – November 6, 2020

November 4th, 2020

PLANADVISERdash – November 5, 2020

November 4th, 2020

PLANADVISERdash – November 4, 2020

November 2nd, 2020

PLANADVISERdash – November 3, 2020

October 30th, 2020

PLANADVISERdash – November 2, 2020

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

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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

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 lost 271.73 points (0.91%) to finish at 29,638.64, the NASDAQ was down 7.11 points (0.06%) at 12,198.74, and the S&P 500 decreased 16.72 points (0.46%) to 3,621.63. The Russell 2000 fell 35.45 points (1.91%) to 1,819.82, and the Wilshire 5000 closed 217.70 points (0.57%) lower at 37,839.67.

The price of the 10-year Treasury note was unchanged, with its yield at 0.845%. The price of the 30-year Treasury bond was up 1/32, decreasing its yield to 1.572%.

Industry White Papers

Ascending Through the Fire With an Evolving Fiduciary Governance Approach Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors.
The Making of a Glide Path Investor reliance on TDFs underscores the importance of having a disciplined approach to glide path construction.
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.
Balanced retirement portfolios, no matter the balance of power. Perspectives on electing high-yield bonds and other non-core assets.
The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making