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Weekday news and analysis for retirement plan advisers
Tuesday, February 22, 2022
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ATTENTION: 2022 PLANADVISER Award Nominations Close Imminently!
The deadline for Adviser of the Year nominations is nearly here! So is the deadline for entries for the Top Retirement Plan Advisers listing. 
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Deals & People
Practice Management
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Data & Research
Retirement Industry People Moves
Creative Planning acquires JBJ Invest; Vestmark names direct indexing senior vice president; HBL expands ERISA litigation capabilities; and more.
Today’s Most Read
1. Human Interest Offers 3% Cash Back for New Retirement Savers
2. Retirement Industry People Moves
3. Pilot Sues American Airlines Due to ESG 401(k) Investing Strategy
Taylor Corp. Facing ERISA Recordkeeping Fee Suit
The lawsuit represents yet another case of a sub-$1 billion retirement plan finding itself the subject of excessive recordkeeping fee litigation.
Where Student Loan Debt, Retirement Savings and Financial Wellness Intersect
Research and advisory experts share their perspectives on how student debt affects workers and employers, while offering insights on the intersection of financial wellness and retirement planning.
Industry Inclusion and the Role of Informed Mentorship
One lesson about mentorship can be summed up by a quote from the tennis great Billie Jean King; she says it is hard to understand inclusion unless you have experienced exclusion.
A Financial Wellness Case Study
The California-based cold-pressed juice brand Pressed Juicery has embraced a progressive financial wellness program that can help employees address the financial challenges they face at different points in their working lives.
Market Mirror Market Mirror Graph

Friday, the Dow lost 232.85 points (0.68%) to finish at 34,079.18, the Nasdaq closed 168.65 points (1.23%) lower at 13,548.07, and the S&P 500 decreased 31.39 points (0.72%) to 4,348.87. The Russell 2000 was down 18.76 points (0.92%) at 2,009.33, and the Wilshire 5000 fell 385.09 points (0.87%) to 43,866.58.

The price of the 10-year Treasury note was up 4/32, decreasing its yield to 1.925%. The price of the 30-year Treasury bond increased 1 25/32, bringing its yield down to 2.243%.

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