Tag: retirement income withdrawal strategies

Products February 1st, 2019

ICMA-RC Creates Tools for One-on-One Meetings with Participants

They include calculators that show the impact of increasing contributions and a Roth analyzer, among other things.

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2020 PLANADVISER National Conference

Sep 14-Sep 18, 2020
Online Conference

THOUGHT LEADERSHIP
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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

MARKET MIRROR

Friday, the Dow gained 369.21 points (1.44%) to finish at 26,075.30, the NASDAQ was up 69.69 points (0.66%) at 10,617.44, and the S&P 500 increased 32.99 points (1.05%) to 3,185.04. The Russell 2000 climbed 23.76 points (1.70%) to 1,422.68, and the Wilshire 5000 closed 355.65 points (1.11%) higher at 32,525.98.

The price of the 10-year Treasury note decreased 25/32, bringing its yield up to 0.643%. The price of the 30-year Treasury bond fell 26/32, increasing its yield to 1.334%.

For the week ending July 10, the Dow increased 0.96%, the NASDAQ climbed 4.01%, and the S&P 500 finished 1.76% higher. The Russell 2000 was down 0.64%, and the Wilshire 5000 gained 2.04%.

Industry White Papers

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
The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes