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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

MARKET MIRROR

Thursday, the Dow fell 196.10 points (0.80%) to 24,461.70, the NASDAQ closed 8.56 points (0.88%) lower at 7,712.95, and the S&P 500 was down 17.56 points (0.63%) at 2,749.76. The Russell 2000 decreased 18.04 points (1.06%) to 1,688.95, and the Wilshire 5000 lost 240.72 points (0.83%) to finish at 28,784.18.

The price of the 10-year Treasury note was up 11/32, decreasing its yield to 2.898%. The price of the 30-year Treasury bond increased 17/32, bringing its yield down to 3.046%.

Industry White Papers

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
Target Date Fund Selection: More than Active vs. Passive Learn why glide path and asset allocation matter more than active or passive in TDFs.
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

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2013 Recordkeeper Services Guide

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