Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 13th, 2020
Wawa ERISA Settlement Valued at Nearly $22M
The basic contention of the lawsuit was that the company acted in a manner contrary to ERISA’s fiduciary requirements when it forced terminated employees to liquidate company stock holdings at an unfair price. Read more >
Retirement Industry People Moves
Aegon Asset Management names consultant relations leader; Pentegra announces new additions to sales force; ISS ESG selects global research leader; and more. Read more >
Practice Progress Webinar Series
Each month, the editors of PLANADVISER will bring together industry experts to discuss practice management, client service, compliance, investments and more. Read more >
Tax-Saving Opportunity
Investors might consider a Roth conversion now. Read more >
GKN Latest to Face Scrutiny Over GoalMaker Service
Well-Funded HSAs Are a Retirement 'Superpower'
A Year of Disruption Spotlights Tech, Cybersecurity
New Benartzi Paper Dissects Narrow Framing Phenomenon
Only 31% of Hispanic Workers Participate in a Workplace Retirement Plan
Sponsored message from PLANADVISER
Unprecedented times call for leading-edge business intelligence.
PLANADVISER Thought Leadership will keep you informed.  Learn more>> Read more >
Protection During Downturns
Managed accounts, age-appropriate TDFs can each be attractive. Read more >
Apples vs. Oranges
For retirement plan participants, financial crises are not all the same. Read more >
Market Mirror
Friday, the Dow gained 369.21 points (1.44%) to finish at 26,075.30, the NASDAQ was up 69.69 points (0.66%) at 10,617.44, and the S&P 500 increased 32.99 points (1.05%) to 3,185.04. The Russell 2000 climbed 23.76 points (1.70%) to 1,422.68, and the Wilshire 5000 closed 355.65 points (1.11%) higher at 32,525.98.   The price of the 10-year Treasury note decreased 25/32, bringing its yield up to 0.643%. The price of the 30-year Treasury bond fell 26/32, increasing its yield to 1.334%.   For the week ending July 10, the Dow increased 0.96%, the NASDAQ climbed 4.01%, and the S&P 500 finished 1.76% higher. The Russell 2000 was down 0.64%, and the Wilshire 5000 gained 2.04%.
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