Newsletters

August 14th, 2018

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August 13th, 2018

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August 10th, 2018

PLANADVISERdash – August 13, 2018

August 9th, 2018

PLANADVISERdash – August 10, 2018

August 9th, 2018

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August 8th, 2018

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August 7th, 2018

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August 2nd, 2018

PLANADVISERdash – August 3, 2018

August 1st, 2018

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July 31st, 2018

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July 30th, 2018

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July 27th, 2018

PLANADVISERdash – July 30, 2018

July 26th, 2018

PLANADVISERdash – July 27, 2018

July 25th, 2018

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July 24th, 2018

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July 23rd, 2018

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July 20th, 2018

PLANADVISERdash – July 23, 2018

July 19th, 2018

PLANADVISERdash – July 20, 2018

July 18th, 2018

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July 17th, 2018

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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

Tuesday, the Dow was up 112.22 points (0.45%) at 25,299.92, the NASDAQ closed 51.19 points (0.65%) higher at 7,870.89, and the S&P 500 increased 18.03 points (0.64%) to 2,839.96. The Russell 2000 climbed 17.26 points (1.03%) to 1,692.58, and the Wilshire 5000 gained 211.03 points (0.72%) to finish at 29,639.89.

The price of the 10-year Treasury note was down 4/32, increasing its yield to 2.894%. The price of the 30-year Treasury bond decreased 9/32, bringing its yield up to 3.062%.

Industry White Papers

Out of Sync? What plan sponsors need to know about retirement readiness Learn more about the insights gleaned from the MassMutual Retirement Savings Risk Study, download a copy of our white paper today.
Getting Ahead of the Curve Digital advice platforms can help younger workers save for retirement
Minds, Hearts, and Souls: ESG as a Catalyst for Plan Success New research: Actions you can take to meet the changing ESG needs of your participants