Newsletters

April 24, 2018

042518 PLANADVISERdash

April 23, 2018

PLANADVISERdash – April 24, 2018

April 20, 2018

PLANADVISERdash – April 23, 2018

April 19, 2018

PLANADVISERdash – April 20, 2018

April 18, 2018

041918 PLANADVISERdash

April 17, 2018

041818 PLANADVISERdash

April 16, 2018

041718 PLANADVISERdash

April 13, 2018

PLANADVISERdash – April 16, 2018

April 12, 2018

PLANADVISERdash – April 13, 2018

April 11, 2018

041218 PLANADVISERdash

April 10, 2018

041118 PLANADVISERdash

April 9, 2018

041018 PLANADVISERdash

April 6, 2018

PLANADVISERdash – April 9, 2018

April 5, 2018

PLANADVISERdash – April 6, 2018

April 4, 2018

PLANADVISERdash – April 5, 2018

April 3, 2018

PLANADVISERdash – April 4, 2018

April 2, 2018

PLANADVISERdash – April 3, 2018

March 30, 2018

PLANADVISERdash – April 2, 2018

March 30, 2018

PLANADVISERdash – March 30, 2018

March 28, 2018

032918 PLANADVISERdash

THOUGHT LEADERSHIP
SPOTLIGHT MORE

PLAY VIDEO

Expanding Fixed Income Options in Plan Menus

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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

What's Driving the Growth of Semi-Custom TDFs?

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

PLAY VIDEO

Ascensus Outlook and Growth Strategy

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

HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

PLAY VIDEO

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 fell 424.56 points (1.74%) to 24,024.13, the NASDAQ lost 121.25 points (1.70%) to finish at 7,007.35, and the S&P 500 closed 35.73 points (1.34%) lower at 2,634.56. The Russell 2000 was down 8.84 points (0.57%) at 1,553.28, and the Wilshire 5000 decreased 366.05 points (1.32%) to 27,421.16.

The price of the 10-year Treasury note was down 5/32, increasing its yield to 2.994%. The price of the 30-year Treasury bond decreased 21/32, bringing its yield up to 3.177%.

Industry White Papers

The Elephant and The Snowball How Advisors Can and Should Talk Taxes With Clients
Moving From Inertia to Income: Insights Into Delivering Successful Retirement Outcomes New research: Actions you can take to help meet the changing retirement income needs of your clients
BEST PRACTICES FOR ADDRESSING AUTOMATIC PARTICIPANT ROLLOVERS Saving plan sponsors time and money while reconnecting participants with their retirement savings
The True Definition of Payroll Integration Is your retirement plan fully integrated with your payroll system? Here’s how you can tell.
Retirement Income: Don’t Make Perfect the Enemy of the Good Surveys suggest there’s growing momentum to embrace practical retirement income solutions in DC plans.