| Market Highs Reinforce Importance of Risk Reviews |
| LPL’s senior market strategist highlights an interesting upcoming equity market performance record—the S&P 500 going 33 consecutive sessions without a 0.5% daily decline.
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| 2018 PLANSPONSOR Plan Sponsor of the Year Nominations Due Nov. 6 |
| Nominating a plan sponsor client is a great way to show appreciation and highlight important best practices that are improving outcomes for defined contribution and pension plan participants. Nominations for all types of retirement plans will be considered, so don’t delay.
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| Americans Carry an Average Debt Load That Impedes Retirement Savings |
| Americans carry an average debt load of $140,113, GoBankingRates.com found in a survey. Yet, 64% of Americans say they have more saved than they have as revolving debt on their credit card.
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| Compliance Consult: Pooling Investors' Assets |
| Pooling investor assets results in a number of efficiencies including significant cost savings. That said, advisers should be aware of certain considerations that arise depending on the types of investors that participate in pooled investment funds. Specifically, certain requirements under ERISA and the Internal Revenue Code must be met when accepting benefit plan investors.
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