Tag: ERISA fiduciary duties

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How to Protect Participant Data

Advisers must help develop a strategy.

Practice Management June 20th, 2018

PSNC 2018: Participant Advice in an Era of Fiduciary Uncertainty

Participant advice has highly progressed in the latest years, with the introduction of mobile technology and advanced systems, but how will it change under the new fiduciary rule vacate?

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2020 PLANADVISER National Conference

Sep 14-Sep 18, 2020
Online Conference

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

MARKET MIRROR

Thursday, the Dow rose 92.39 points (0.36%) to reach 25,827.36, the NASDAQ was up 53.00 points (0.52%) to close at 10,207.61, and the S&P 500 was up by 14.15 points (0.45%) to finish at 3,130.01. The Russell 2000 inched upwards by 4.55 points (0.32%) to end at 1,431.86, and the Wilshire 5000 gained 137.65 points (0.43%) for a 31,876.75 close. The price of the 10-year Treasury note was up 0/32, lowering its yield to 0.673%, and the price of the 30-year Treasury bond was down 2/32, increasing its yield to 1.432%.

WEEK’S WORTH: For the week ended July 2, the Dow was up 3.25%, the S&P 500 gained 4.02%, and the NASDAQ increased by 4.62%. The Russell 2000 was up by 3.85%, and the Wilshire 5000 was up by 3.89%.

Industry White Papers

The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making
Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships
The Great Wealth Transfer Generations of Possibilities
The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes