Tag: high-deductible health care plan

Products July 11th, 2019

HSAgateway Creates HSA Platform

It helps users quantify the value of their high deductible health care plan, both in the present and the future, and select investments.

Products February 6th, 2019

Cetera Makes Advice Available for HSAs

It is expanding its retirement plan advice and consulting platform to HSAs and other non-ERISA employer-sponsored plans.

Data & Research January 24th, 2019

Best Practices for Financial Literacy Programs Among Local Governments

The Center for State & Local Government Excellence notes that with many local governments shifting benefits decisions to workers, those workers need help understanding finance basics.

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

MARKET MIRROR

Friday, the Dow climbed 164.68 points (0.48%) to 34,200.67, the Nasdaq was up 13.58 points (0.10%) at 14,052.34, and the S&P 500 gained 15.05 points (0.36%) to finish at 4,185.47. The Russell 2000 increased 5.60 points (0.25%) to 2,262.67, and the Wilshire 5000 closed 118.69 points (0.27%) higher at 43,887.92.

The price of the 10-year Treasury note and the 30-year Treasury bond each were down 1/32, increasing their yields to 1.591% and 2.281%, respectively.

For the week ending April 16, the Dow finished 1.18% higher, the Nasdaq increased 1.09%, and the S&P 500 gained 1.37%. The Russell 2000 was up 0.89%, and the Wilshire 5000 climbed 1.39%.

Industry White Papers

Ascending Through the Fire With an Evolving Fiduciary Governance Approach Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors.
The Making of a Glide Path Investor reliance on TDFs underscores the importance of having a disciplined approach to glide path construction.
An ERISA Attorney’s Views on Target-Date Fund Selection Brad Campbell opines on how ERISA protects fiduciaries—if they document their decisions the right way.