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

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MARKET MIRROR

Monday, the Dow increased 410.10 points (1.51%) to 27,584.06, the NASDAQ climbed 203.96 points (1.87%) to 11,117.53, and the S&P 500 closed 53.14 points (1.61%) higher at 3,351.60. The Russell 2000 gained 35.44 points (2.40%) to finish at 1,510.34, and the Wilshire 5000 gained 564.28 points (1.67%) to finish at 34,380.47.

The price of the 10-year Treasury note was down 1/32, increasing its yield at 0.664%. The price of the 30-year Treasury bond fell 27/32, bringing its yield up to 1.425%.

Industry White Papers

Market Trends & Analysis Optimizing retirement portfolios: A high-level look at the benefits of adding high-yield bonds.
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