August 17th, 2017

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.  Read more > 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. Read more > 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.” Read more > 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. Read more > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients 3 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 4 Many Near-Retirees Don't Understand Social Security Benefits 5 The Most Common Retirement Plan Testing Mistakes

Sponsored message from MetLife Stable Value Performs as Designed From MetLife Read more > Tax-Exempt Retirement Plan Markets Could Use Help With Differing Needs Heather Lavallee, president of Tax Exempt Markets at Voya Financial, talks about the needs facing the tax-exempt markets and what Voya specifically is doing for plan sponsors in the health care industry. She notes that Voya has the ability to service governmental, education and health care retirement plan sponsors. Read more > Expanding Savings Options Plan sponsors look to advisers for help crafting NQDC plans for HCE employees. Read more > Costs Weigh Heavily in Pension Risk Transfer Decisions Overall DB plan costs, costs from changing mortality assumptions and PBGC premium hikes are all factors plan sponsors take into consideration when deciding whether to implement a pension risk transfer. Read more > SIFMA Revamps Website The Securities Industry and Financial Markets Association has launched a redesigned website to highlight its data and resources on the capital markets. Read more >

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