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 > MOST READ ARTICLES

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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