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Research Published in December, 2007

2007 DC Survey – Picking from the Tree of Providers

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An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

PLAY VIDEO

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

PLAY VIDEO

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

PLAY VIDEO

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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

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An interview with Steve Christenson, EVP at Ascensus

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An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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

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

PLAY VIDEO

An interview with Steve Christenson, EVP at Ascensus

Friday, the Dow was virtually unchanged at 24,715.09, the NASDAQ decreased by 28.13 points (0.38%) to 7,354.34, and the S&P 500 was down 7.16 points (0.26%) at 2,712.97. The Russell 2000 increased by 1.34 (0.08%) to 1,626.63, and the Wilshire 5000 closed 62.25 points (0.22%) lower at 28,266.59.

The price of the 10-year Treasury note increased 14/32, bringing its yield down to 3.061%. The price of the 30-year Treasury bond climbed 29/32, decreasing its yield to 3.200%.

WEEK’S WORTH: For the week ending May 18, the Dow decreased 0.47%, the NASDAQ lost 0.66%, and the S&P 500 finished 0.54% lower. The Russell 2000 gained 1.23%, and the Wilshire 5000 was down 0.31%.

What Retirement Consultants Think Most 401(k) consultants support additional services in plans for retirees.
The Power of the Wellness Effect Three keys to maximizing the impact of financial wellness programs.
Health Care: Using Health Savings Accounts Wisely Help plan sponsors and individuals understand savings options, and the relative advantages of each.
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