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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

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MARKET MIRROR

Friday, the Dow rose by 222.93 points (0.80%) for a 28,004.89 close. The NASDAQ gained 61.81 points (0.73%) to reach 8,540.82, and the S&P 500 was up by 23.83 points (0.77%) to finish at 3,120.46. The Russell 2000 inched upward by 7.27 points (0.46%) to 1,596.45, and the Wilshire 5000 gained 231.27 points (0.73%) to reach 31,752.02. The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.836%, and the price of the 30-year Treasury bond was also down 1/32, increasing its yield to 2.309%.

WEEK’s WORTH: For the week ended November 15, the Dow rose 1.17%, the S&P 500 was up 0.89%, and the NASDAQ gained 0.77%. the Russell 2000 ticked downward by 0.15%, and the Wilshire 5000 was up 0.78%.

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The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes
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2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.