| Attention Retirement Plan Advisers! |
| The PLANADVISER National Conference is about a month away! If you are a retirement plan adviser and haven’t registered, what are you waiting for? We have an all-new agenda we’ve developed for this year’s event featuring industry leaders, PLANSPONSOR Retirement Plan Advisers of the Year and many PLANADVISER Top 100 Advisers.
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| Advisers Project Political Climate to be Greatest Source of Volatility |
| According to the index, 72% of advisers believe the U.S. political environment will be the biggest source of market volatility for the remainder of the year. Meanwhile, 64% expect U.S. market volatility to increase in the next six months.
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| LPL Acquisition Underscores Need for Scale and Flexibility |
| At a time when broker/dealer margins are being tightly squeezed, the company estimates the transaction can generate $75 to $100 million of “EBITDA accretion.”
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| Morningstar Dives Deep Into Plan vs. IRA Cost Benchmarking |
| PLANADVISER learns from Morningstar’s research team about a new benchmarking service comparing 20,000 DC retirement plans to establish better comparisons of qualified plan costs versus IRAs.
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