Newsletters

October 15th, 2019

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October 14th, 2019

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October 11th, 2019

PLANADVISERdash – October 14, 2019

October 10th, 2019

PLANADVISERdash – October 11, 2019

October 9th, 2019

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October 8th, 2019

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October 7th, 2019

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October 4th, 2019

PLANADVISERdash – October 7, 2019

October 3rd, 2019

PLANADVISERdash – October 4, 2019

October 2nd, 2019

PLANADVISERdash – October 3, 2019

October 1st, 2019

PLANADVISERdash – October 2, 2019

September 30th, 2019

PLANADVISERdash – October 1, 2019

September 27th, 2019

PLANADVISERdash – September 30, 2019

September 26th, 2019

PLANADVISERdash – September 27 ,2019

September 25th, 2019

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September 24th, 2019

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September 23rd, 2019

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September 23rd, 2019

PLANADVISERdash – September 23, 2019

September 20th, 2019

PLANADVISERdash – September 20, 2019

September 19th, 2019

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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

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

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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

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

Tuesday, the Dow was up 237.44 points (0.89%) at 27,024.80, the NASDAQ climbed 100.06 points (1.24%) to 8,148.71, and the S&P 500 closed 29.53 points (1.00%) higher at 2,995.68. The Russell 2000 gained 17.87 points (1.19%) to finish at 1,523.30, and the Wilshire 5000 increased 298.54 points (0.99%) to 30,524.24.

The price of the 10-year Treasury note decreased 25/32, bringing its yield up to 1.769%. The price of the 30-year Treasury bond fell 29/32, increasing its yield to 2.229%.

Industry White Papers

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.