Newsletters

November 20th, 2019

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November 19th, 2019

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November 18th, 2019

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November 15th, 2019

PLANADVISERdash – November 18, 2019

November 14th, 2019

PLANADVISERdash – November 15, 2019

November 13th, 2019

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November 12th, 2019

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November 11th, 2019

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November 8th, 2019

PLANADVISERdash – November 11, 2019

November 7th, 2019

PLANADVISERdash – November 8, 2019

November 6th, 2019

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November 6th, 2019

110619 PLANADVISERdash Special Edition

November 5th, 2019

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November 4th, 2019

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November 1st, 2019

PLANADVISERdash – November 4, 2019

October 31st, 2019

PLANADVISERdash – November 1, 2019

October 30th, 2019

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October 29th, 2019

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October 28th, 2019

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October 25th, 2019

PLANADVISERdash – October 28, 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

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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

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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.

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

Keeping Stable Value Options Stable
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MARKET MIRROR

Wednesday, the Dow fell 112.93 points (0.40%) to 27,821.09, the NASDAQ closed 43.93 points (0.51%) lower at 8,526.73, and the S&P 500 decreased 11.72 points (0.38%) to 3,108.46. The Russell 2000 was down 6.72 points (0.42%) at 1,591.57, and the Wilshire 5000 lost 103.15 points (0.32%) to finish at 31,655.95.

The price of the 10-year Treasury note increased 25/32, bringing its yield down to 1.747%. The price of the 30-year Treasury bond climbed 31/32, decreasing its yield to 2.209%.

Industry White Papers

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.
2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.