August 31st, 2018

Discuss Accelerating Contributions With DB Plan Sponsor Clients Contributing more than the minimum required for 2017 by the September 15 deadline will result in a higher deduction for plan sponsors, and continuing to accelerate funding in the future can minimize PBGC costs, improve funded status and mitigate higher required contributions in coming years. Read more > ERIC Wants IRS to Expand on PLR About Student Loan Repayment Benefit The ERISA Industry Committee is asking the IRS to broaden the Private Letter Ruling guidance via a revenue ruling or other guidance. Read more > Bull and Bear Market Fundamentals for Participants All too often, participants are focused on what markets have done in the last several months or years, and they get away from remembering the basics of long-term investing and saving. Read more > Take This Survey to Be Eligible for the 2019 Top 100 Advisers Listing Once again this year, in an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual Retirement Plan Adviser Survey. The deadline for submissions is September 7, 2018. Read more > MOST READ ARTICLES

RetireUp Announces Wealthbox Integration for Advisers The integration brings together retirement income planning software with a web- and mobile-based CRM application. Read more > Sponsors Focus on the Long Term Most believe in overlooking short-term risks Read more > Market Mirror Thursday, the Dow fell 137.65 points (0.53%) to 25,986.92, the NASDAQ decreased by 21.32 points (0.26%) to 8,088.36, and the S&P 500 closed 12.91 points (0.44%) lower at 2,901.13. The Russell 2000 was down 2.40 points (0.14%) at 1,732.35, and the Wilshire 5000 lost 127.46 points (0.42%) to finish at 30,257.05. The price of the 10-year Treasury note was up 6/32, decreasing its yield to 2.863%. The price of the 30-year Treasury bond increased 9/32, bringing its yield down to 3.008%.

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