Tag: retirement plan platform

Products September 5th, 2019

J.P. Morgan Enables Advisers to Generate Custom 401(k) Pricing Proposals

The firm has launched Price Smart, a digital solution that is now part of Retirement Link.

Products May 13th, 2019

Principal Launches New Retirement Plan Package Aimed at Small Plans

The firm says it offers features often reserved for large plans, such as fiduciary support and interactive, digital tools.

Products November 28th, 2018

Ameritas Launches New Retirement Plan Platform

It offers a comprehensive array of tools to help advisers serve retirement plan sponsors.

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

State of the participant 2020: readiness within reach
Sponsored by John Hancock

MARKET MIRROR

Friday, the Dow climbed 829.16 points (3.15%) to 27,110.98, the NASDAQ closed 198.27 points (2.06%) higher at 9,814.08, and the S&P 500 increased 81.58 points (2.62%) to 3,193.93. The Russell 2000 was up 55.09 points (3.79%) at 1,507.15, and the Wilshire 5000 gained 810.43 points (2.56%) to finish at 32,525.21.

The price of the 10-year Treasury note decreased 28/32, bringing its yield up to 0.893%. The price of the 30-year Treasury bond was down 7/32, increasing its yield to 1.667%.

For the week ending June 5, the Dow gained 6.81%, the NASDAQ was up 3.42%, and the S&P 500 increased 4.91%. The Russell 2000 climbed 8.11%, and the Wilshire 5000 finished 5.17% higher.

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