Tag: investment policy statement

Investing January 14th, 2019

Retirement Plan Investments Should Be Low-Cost and Not Overlap

These are just a couple of the tips Conrad Siegel offers for retirement plan investment lineups.

Data & Research January 8th, 2019

403(b) Plan Sponsors Continue to Improve Investment Oversight

Even among 403(b) plans not governed by ERISA, PLANSPONSOR DC Survey results show that in 2016, 54.3% of plan sponsors reported they have an investment committee for their plans; this jumped to 67.3% in 2017 and 67% in 2018.

Practice Management June 18th, 2018

PSNC 2018: Managing Investment Committees

Plan sponsors are responsible for recruiting those who will be dedicated to continuous learning on ERISA, fiduciary duties, and more.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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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

Friday, the Dow ever so barely inched upward by 3.33 points (0.01%) to reach 28,135.38, the NASDAQ was up by 17.56 points (0.20%) for a 8,734.88 close, and the S&P 500 ticked upwards by 0.23 points (0.01%) to 3,168.80. The Russell 2000 was down by 6.84 points (0.42%) to finish at 1,637.98, and the Wilshire 5000 was almost imperceptibly down by 17.53 points (0.05%) to end at 32,241.34. The price of the 10-year Treasury note was up by 29/32, pushing its yield down to 1.820%, and the price of the 30-year Treasury bond was down by 14/32, increasing its yield to 2.251%.

WEEK’S WORTH: For the week ended December 13, the Dow was up by 0.43%, the S&P 500 gained 0.73%, and the NASDAQ was up by 0.91%. The Russell 2000 was up by 0.25%, and the Wilshire 5000 gained 0.63%.

Industry White Papers

Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships
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It’s Time to Get Serious About Retirement Income Solutions Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals—and better position plans to retain assets.
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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.