Tag: SIMPLE IRA

Client Service January 10th, 2020

Retirement Savings Options for the Self-Employed

Advisers share ideas for advisers to help small business owners and those who are self-employed save for retirement.

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

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