Tag: plan administration

Products June 27, 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 5, 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 1, 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

PLAY VIDEO

Expanding Fixed Income Options in Plan Menus

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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

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

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

PLAY VIDEO

Ascensus Outlook and Growth Strategy

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

HSA Myths and Misconceptions

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

How to Invest in a Health Savings Account

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

PLAY VIDEO

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