Tag: PANC2017

Practice Management October 25, 2017

2017 PLANADVISER National Conference Polling Insights

Presented here are the results of several dozen live polling questions fielded at the 2017 PLANADVISER National Conference, gathered during three days of highly detailed discussion of industry trends, challenges and best practices.

Compliance October 20, 2017

PANC 2017: Practical Fiduciary Practices

To help plan committees fulfill their fiduciary role, advisers have some practical strategies to draw from.

Compliance October 19, 2017

PANC 2017: Lessons in Litigation

Panelists at the 2017 PLANADVISER National Conference discuss the state of litigation in the retirement plan industry and lessons learned by decisions.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Expanding Fixed Income Options in Plan Menus

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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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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What's Driving the Growth of Semi-Custom TDFs?

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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Ascensus Outlook and Growth Strategy

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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HSA Myths and Misconceptions

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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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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Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

MARKET MIRROR

Friday, the Dow was down 6.38 points (0.03%) at 25,058.12, the NASDAQ slipped 5.10 points (0.07%) to 7,820.20, and the S&P 500 decreased 2.66 points (0.09%) to 2,801.83. The Russell 2000 closed 4.50 points (0.26%) lower at 1,696.81, and the Wilshire 5000 lost 39.16 points (0.13%) to finish at 29,287.11.

The price of the 10-year Treasury note decreased 14/32, bringing its yield up to 2.893%. The price of the 30-year Treasury bond fell 1 12/32, increasing its yield to 3.028%.

WEEK’S WORTH: For the week ending July 20, the Dow finished 0.15% higher, the NASDAQ lost 0.07%, and the S&P 500 was up 0.02%. The Russell 2000 gained 0.58%, and the Wilshire 5000 increased 0.09%.

Industry White Papers

Getting Ahead of the Curve Digital advice platforms can help younger workers save for retirement
A Holistic Approach to Target Date Design TDFs are easy to use but hard to judge — here are the factors plan fiduciaries should know.
Minds, Hearts, and Souls: ESG as a Catalyst for Plan Success New research: Actions you can take to meet the changing ESG needs of your participants