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Tag: requests for proposals

Products June 21st, 2018

BidMoni Rolls Out FiduciaryShield

The platform allows retirement plans to solicit bids from retirement plan providers.

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Data & Research
Half of Households Likely to Face a Retirement Shortfall
Compliance
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
Data & Research
Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition
Compliance
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
Data & Research
Debt Hampers Retirement Saving for Those Closest to Retirement

Data & Research
Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition
Client Service
Ascensus Maps the Pros and Cons of Advising Small DC Plans
Investing
Stock Market Volatility Brings Predictable 401(k) Trading Spike
Compliance
IRS Approves a Plan's Design for Student Loan Repayment Benefits
Compliance
Small-Business Clients Will See Biggest Tax Impact on Retirement Plans

UPCOMING EVENT MORE

2018 Best of PLANSPONSOR National Conference

November 13, 2018

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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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

Retirement Benefits for the Fastest-Growing Segment of the U.S. Economy
Sponsored by Ascensus
Driving Retirement Readiness: Helping Sponsors Meet the Evolving Needs of Plan Participants
Sponsored by OneAmerica
Stable Value
Sponsored by MetLife
Three Key Insights Plan Sponsors and Advisers Should Know About Special Needs Planning
Sponsored by Voya Financial

MARKET MIRROR

Thursday, the Dow gained 208.77 points (0.83%) to finish at 25,289.27, the NASDAQ closed 122.64 points (1.72%) higher at 7,259.03, and the S&P 500 increased 28.62 points (1.06%) to 2,730.20. The Russell 2000 was up 21.62 points (1.44%) at 1,524.12, and the Wilshire 5000 climbed 305.08 points (1.10%) to 28,158.86.

The price of the 10-year Treasury note increased 4/32, bringing its yield down to 3.109%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 3.364%.

Industry White Papers

Financial Stress Impacts Employee Engagement and Productivity Financial stress affects employee job satisfaction and productivity.
Target-Date Risk Dashboard Learn about a forward-looking, custom solution to target-date fund evaluation and selection.
The Happiness Formula Leveraging our Global Retirement Reality Report data, we are examining what makes for retirement happiness.
Retirement Income: A New Model for Seeking Stable Income We aim to optimize interrelated decisions collectively for stable and consistent retirement income.

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