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Research Published in July, 2013

2013 Recordkeeper Services Guide

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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

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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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Who Should Use a Health Savings Account?

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

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

Partnering to Simplify the Complex
Sponsored by Ascensus

MARKET MIRROR

Friday, the Dow lost 201.95 points (0.82%) to finish at 24,462.94, the NASDAQ closed 91.93 points (1.27%) lower at 7,146.13, and the S&P 500 decreased 22.99 points (0.85%) to 2,670.14. The Russell 2000 was down 9.69 points (0.62%) at 1,564.12, and the Wilshire 5000 fell 219.60 points (0.78%) to 27,775.40.

The price of the 10-year Treasury note decreased 13/32, bringing its yield up to 2.959%. The price of the 30-year Treasury bond fell 28/32, increasing its yield to 3.146%.

WEEK’S WORTH: For the week ending April 20, the Dow was up 0.42%, the NASDAQ finished 0.56% higher, and the S&P 500 increased 0.52%. The Russell 2000 climbed 0.94%, and the Wilshire 5000 gained 0.78%.

Industry White Papers

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.

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2013 Recordkeeper Services Guide

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