Tag: financial wellness education

Client Service August 7th, 2018

Financial Wellness Offerings a Value-Added Service for DC Plan Clients

Adding education about managing debt to advisers’ offerings will increase their competitiveness as well as the effectiveness of clients’ DC plans, LIMRA SRI says.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

PLAY VIDEO

Viability

PLAY VIDEO

Balance Between Great Plans and Cost of Plans

PLAY VIDEO

The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

PLAY VIDEO

Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

PLAY VIDEO

HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

PLAY VIDEO

How to Invest in a Health Savings Account

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

PLAY VIDEO

The Advisor’s Role – Defining Value in a Dynamic Market

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

PLAY VIDEO

Challenges for the Modern Adviser

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

PLAY VIDEO

Industry Trends – Consolidation, Technology and Client Solutions

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

PLAY VIDEO

Health Savings Accounts: The Advisor Opportunity

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

PLAY VIDEO

Who Should Use a Health Savings Account?

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

Two Key Themes for DC Plans
Sponsored by PIMCO

MARKET MIRROR

Thursday, the Dow lost 327.23 points (1.27%) to finish at 25,379.45, the NASDAQ closed 157.56 points (2.06%) lower at 7,485.14, and the S&P 500 decreased 40.42 points (1.44%) to 2,768.79. The Russell 2000 was down 28.85 points (1.82%) at 1,560.75, and the Wilshire 5000 fell 434.09 points (1.49%) to 28,622.13.

The price of the 10-year Treasury note was up 7/32, decreasing its yield to 3.178%. The price of the 30-year Treasury bond increased 8/32, bringing its yield down to 3.362%.

Industry White Papers

The Happiness Formula Leveraging our Global Retirement Reality Report data, we are examining what makes for retirement happiness.
Retirement Income: A New Model for Seeking Stable Income We aim to optimize interrelated decisions collectively for stable and consistent retirement income.
Improving Plan Health Plan sponsors' perspectives on plan health and the drivers that can impact it