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Tag: high-deductible health plan

Investing June 14th, 2018

Fidelity’s HSA Assets Grow to $3 Billion

This is a 50% increase from 2017.

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Compliance
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
Client Service
Ascensus Maps the Pros and Cons of Advising Small DC Plans
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Debt Hampers Retirement Saving for Those Closest to Retirement
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2018 PLANADVISER Retirement Plan Adviser Survey
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SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations

Client Service
Ascensus Maps the Pros and Cons of Advising Small DC Plans
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Pension Risk Transfer
Client Service
PANC 2018: The Value of an Adviser—Plan Sponsors Tell All
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Explaining True-Up Matches

UPCOMING EVENT MORE

2018 Best of PLANSPONSOR National Conference

November 13, 2018

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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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

Retirement Benefits for the Fastest-Growing Segment of the U.S. Economy
Sponsored by Ascensus
Driving Retirement Readiness: Helping Sponsors Meet the Evolving Needs of Plan Participants
Sponsored by OneAmerica
Stable Value
Sponsored by MetLife
Three Key Insights Plan Sponsors and Advisers Should Know About Special Needs Planning
Sponsored by Voya Financial

MARKET MIRROR

Tuesday, the Dow lost 100.69 points (0.40%) to finish at 25,286.49, the NASDAQ was virtually unchanged at 7,200.88, and the S&P 500 was down 4.04 points (0.15%) at 2,722.18. The Russell 2000 decreased 3.99 points (0.26%) to 1,514.80, and the Wilshire 5000 closed 42.95 points (0.15%) lower at 28,061.18.

The price of the 10-year Treasury note was up 12/32, decreasing its yield to 3.141%. The price of the 30-year Treasury bond increased 14/32, bringing its yield down to 3.363%.

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