Newsletters

March 31st, 2020

PLANADVISERdash – April 1, 2020

March 30th, 2020

PLANADVISERdash – March 31, 2020

March 27th, 2020

PLANADVISERdash – March 30, 2020

March 27th, 2020

PLANADVISERdash – March 27, 2020

March 25th, 2020

PLANADVISERdash – March 26, 2020

March 24th, 2020

PLANADVISERdash – March 25, 2020

March 24th, 2020

PLANADVISERdash – March 24, 2020

March 20th, 2020

PLANADVISERdash – March 23, 2020

March 19th, 2020

PLANADVISERdash – March 20, 2020

March 18th, 2020

PLANADVISERdash – March 19, 2020

March 17th, 2020

PLANADVISERdash – March 18, 2020

March 16th, 2020

PLANADVISERdash – March 17, 2020

March 13th, 2020

PLANADVISERdash – March 16, 2020

March 12th, 2020

PLANADVISERdash – March 13, 2020

March 11th, 2020

PLANADVISERdash – March 12, 2020

March 10th, 2020

PLANADVISERdash – March 11, 2020

March 9th, 2020

PLANADVISERdash – March 10, 2020

March 6th, 2020

PLANADVISERdash – March 9, 2020

March 5th, 2020

PLANADVISERdash – March 6, 2020

March 4th, 2020

PLANADVISERdash – March 5, 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

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

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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

Tuesday, the Dow fell 410.32 points (1,84%) to 21,917.16, the NASDAQ closed 74.05 points (0.95%) lower at 7,700.10, and the S&P 500 decreased 42.06 points (1.60%) to 2,584.59. The Russell 2000 was down 5.21 points (0.45%) at 1,153.10, and the Wilshire 5000 lost 375.39 points (1.43%) to finish at 25,899.94.

The price of the 10-year Treasury note increased 5/32, bringing its yield down to 0.674%. The price of the 30-year Treasury bond was up 4/32, decreasing its yield to 1.327%.

Industry White Papers

The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making
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.