Tag: plan administration

Products June 27th, 2018

Principal Debuts Two Retirement Plan Products for Small and Mid-Sized Plans

The solutions can help retirement plan sponsors and the advisers serving them easily arrive at a baseline cost for the plan

Products February 5th, 2018

Steidle Pension Solutions Announces 2018 403(b) Fee Schedule

Steidle's services to 403(b) plans include calculations, plan valuations, document services, Form 5500 and other services.

Deals & People December 1st, 2017

Retirement Industry People Moves

T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; 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

CITs: A Demonstration of Commitment and Experience
Sponsored by OneAmerica

MARKET MIRROR

Wednesday, the Dow lost 141.71 points (0.55%) to finish at 25,745.67, the NASDAQ was up 5.02 points (0.07%) at 7,728.97, and the S&P 500 was down 8.34 points (0.29%) at 2,824.23. The Russell 2000 decreased 11.83 points (0.76%) to 1,543.16, and the Wilshire 5000 closed 97.03 points (0.33%) lower at 29,200.52.

The price of the 10-year Treasury note increased 25/32, bringing its yield down to 2.531%. The price of the 30-year Treasury bond climbed 1 5/32, decreasing its yield to 2.968%.

Industry White Papers

How do you define great service? Understand the impact of service providers on retirement plan success
A Different Perspective on Sequence-of-Returns Risk Around Retirement Investors may have different retirement objectives, resulting in different risk priorities. One factor that often receives significant attention is sequence-of-returns (SoR) risk. This analysis evaluates the impact of SoR risk on target date investing.