Tag: prohibited transaction

ERISA vista

A Return to Rollover Advice

The DOL revisits the potential for adviser/client ongoing relationships.

ERISA vista

Investigations Intensify

The agency homes in on fee arrangements

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

Choice and Simplicity
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MARKET MIRROR

Yesterday, the Dow fell 410.89 points (1.44%) to 28195.42, the NASDAQ lost 192.67 points (1.65%) to finish at 11,478.88, and the S&P 500 closed 56.89 points (1.63%) lower at 3,426.92. The Russell 2000 decreased 201.8 points (1.24%) to 1,613.63, and the Wilshire 5000 plunged 546.99 points (1.52%) to 35,413.36.

The price of the 10-year Treasury note was down 2/32, increasing its yield to 0.769%. The price of the 30-year Treasury bond decreased 28/32, bringing its yield up to 1.556%.

Industry White Papers

Balanced retirement portfolios, no matter the balance of power. Perspectives on electing high-yield bonds and other non-core assets.
The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making
Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships
The Great Wealth Transfer Generations of Possibilities