Tag: retirement plan research

Products March 23rd, 2018

Retirement Industry People Moves

Voya Hires Sales Executive for Small-Mid Business; OppenheimerFunds Adds to CEO Advisor Institute's Executive Consulting Team; Vanguard Promotes Four Professionals Within Fixed Income Group; and more.

December 27th, 2017

Research and Surveys Can Help Inform Plan Sponsor Client Decisions

From what participants want, to retirement plan trends and what other plan sponsors are doing, data and research can be used to help retirement plan sponsor clients decide what is right for their own plans.

THOUGHT LEADERSHIP
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Expanding Fixed Income Options in Plan Menus

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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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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What's Driving the Growth of Semi-Custom TDFs?

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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Ascensus Outlook and Growth Strategy

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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HSA Myths and Misconceptions

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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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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Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

Two Key Themes for DC Plans
Sponsored by PIMCO

MARKET MIRROR

Friday, the Dow closed 86.52 points (0.32%) higher at 26,743.50, the NASDAQ fell by 42.38 points (0.51%) to close at 7,986.96, and the S&P 500 lost 1.08 points (0.04%) to finish at 2,929.67. The Russell 2000 lost 7.87 points (0.46%) to finish at 1,712.32, and the Wilshire 5000 dropped by 38.29 points (0.13%) to end at 30,424.00. The price of the 10-year Treasury bond remained flat, with its yield staying at 3.064%, and the price of the 30-year Treasury bond fell by 3/32, increasing its yield to 3.202%. WEEK’S WORTH: For the week ending September 21, the Dow increased by 2.25%, the NASDAQ fell by 0.28%, and the S&P 500 rose by 0.84%. The Russell 2000 dropped by 0.54%, and the Wilshire 5000 rose by 4.29%.

Industry White Papers

Improving Plan Health Plan sponsors' perspectives on plan health and the drivers that can impact it
Target Date Fund Selection: More than Active vs. Passive Learn why glide path and asset allocation matter more than active or passive in TDFs.
Out of Sync? What plan sponsors need to know about retirement readiness Learn more about the insights gleaned from the MassMutual Retirement Savings Risk Study, download a copy of our white paper today.