Tag: non-ERISA 403(b)s

Compliance June 18th, 2018

Non-ERISA 403(b)s Should Pay Attention to SEC Proposed Conflict of Interest Rule

Participants in non-ERISA 403(b) plans could be considered "retail customers" under a section of the SEC's proposal, a law alert warns.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

PLAY VIDEO

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

PLAY VIDEO

The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

PLAY VIDEO

ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

PLAY VIDEO

Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

PLAY VIDEO

Map My Benefits

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

MARKET MIRROR

Friday, the Dow lost 227.57 points (0.78%) to finish at 28,992.41, the NASDAQ closed 174.38 points (1.79%) lower at 9,576.59, and the S&P 500 decreased 35.48 points (1.05%) to 3,337.75. The Russell 2000 was down 17.46 points (1.03%) at 1,678.61, and the Wilshire 5000 fell 368.36 points (1.07%) to 34,066.30.

The price of the 10-year Treasury note increased 26/32, bringing its yield down to 1.470%. The price of the 30-year Treasury bond climbed 32/32, decreasing its yield to 1.917%.

For the week ending February 21, the Dow lost 1.38%, the NASDAQ fell 1.59%, and the S&P 500 finished 1.25% lower. The Russell 2000 was down 0.53%, and the Wilshire 5000 decreased 1.05%.

Industry White Papers

Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships
The Great Wealth Transfer Generations of Possibilities
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.
The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes
Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.
2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.