Tag: defined contribuiton plans

Data & Research April 2nd, 2018

Individual Account Retirement Plans the Dominant Source of Retirement Income

EBRI also found not only do individual account assets make up a large portion of families’ financial assets, but those with individual account assets also have substantially higher levels of net worth than those families without them.

March 21st, 2018

Retirement Programs Must Continue to Evolve to Address Participant Needs

Chuck Coldwell, vice president - national director, Consulting and BOLI Services at Pentegra, believes as an industry, we still have not reached the goal of getting the majority of participants in a good place for retirement—even with auto enroll and escalate.

THOUGHT LEADERSHIP
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Market Practice Innovation: Increased Efficiency and Impact in The Small Market

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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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

Redefining Wellness: It Starts with the Employer
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MARKET MIRROR

Friday, the Dow was down 98.68 points (0.38%) at 25,764.00, the NASDAQ lost 81.76 points (1.04%) to finish at 7,816.29, and the S&P 500 decreased 16.79 points (0.58%) to 2,859.53. The Russell 2000 fell 21.48 points (1.38%) to 1,535.76, and the Wilshire 5000 closed 208.29 points (0.70%) lower at 29,521.58.

The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.396%. The price of the 30-year Treasury bond was up 4/32, decreasing its yield to 2.826%.

WEEK’S WORTH: For the week ending May 17, the Dow was down 0.69%, the NASDAQ lost 1.27%, and the S&P 500 decreased 0.76%. The Russell 2000 fell 2.37%, and the Wilshire 5000 finished 0.94% lower.