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Research Published in December, 2007

2007 DC Survey – Picking from the Tree of Providers

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THOUGHT LEADERSHIP
SPOTLIGHT MORE

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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

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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.

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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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Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

MARKET MIRROR

Yesterday, the Dow lost 301.87 points (1.22%) to finish at 24,404.48, the NASDAQ closed 136.87 points (1.91%) lower at 7,020.36, and the S&P 500 decreased 37.81 points (1.42%) to 2,632.90. The Russell 2000 was down 25.05 points (1.69%) at 1,457.45, and the Wilshire 5000 fell 402.77 points (1.46%) to 27,214.51.

The price of the 10-year Treasury noted increased 13/32, bringing its yield down to 2.738%. The price of the 30-year Treasury bond climbed 22/32, decreasing its yield to 3.064%.

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