Tag: retirement plan administration

Products September 19th, 2018

Plan Sponsors Will Soon Be Able to Chat With Principal Associates Online

An online chat feature to answer retirement plan administrative questions will be launched this fall.

Client Service May 4th, 2018

Helping Plan Sponsors Establish Internal Controls

A plan auditor speaking at the Plan Sponsor Council of America (PSCA) 71st Annual National Conference suggested internal controls plan sponsors should have in place for eligibility, compensation, and contributions and loans.

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

CITs: A Demonstration of Commitment and Experience
Sponsored by OneAmerica

MARKET MIRROR

Thursday, the Dow gained 216.84 points (0.84%) to finish at 25,962.51, the NASDAQ closed 109.99 points (1.42%) higher at 7,838.96, and the S&P 500 increased 30.65 points (1.09%) to 2,854.88. The Russell 2000 was up 19.25 points (1.25%) at 1,562.41, and the Wilshire 5000 climbed 329.70 points (1.13%) to 29,530.25.

The price of the 10-year Treasury note was down 2/32, increasing its yield to 2.533%. The price of the 30-year Treasury bond was up 5/32, decreasing its yield to 2.964%.

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.