Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 24th, 2017
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. Read more >
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. Read more >
Americans Carry an Average Debt Load That Impedes Retirement Savings
Americans carry an average debt load of $140,113, found in a survey. Yet, 64% of Americans say they have more saved than they have as revolving debt on their credit card. Read more >
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. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
HSA Knowledge Gap Offers Clear Adviser Service Role
Sponsored message from T. Rowe Price
Our study of 11 T. Rowe Price Retirement Funds confirms that our active process has added value. All 11 funds outperformed in at least 84% of rolling five-year periods and in every rolling 10-year period since inception, net of fees. Read more >
PANC 2017: Practical Fiduciary Practices
To help plan committees fulfill their fiduciary role, advisers have some practical strategies to draw from. Read more >
Advisor Group Launches Succession Plan Platform
The new program supports succession-planning-focused mergers and acquisitions across the various firms that make up Advisor Group; the solution also allows members to consider firms outside the group. Read more >
Retire Ready Now Creates Personalized Participant Reports for Advisers
All retirement plan advisers need to do is provide plan census data. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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