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 >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Retirement Advisers Increasingly Want PEP Option in Toolbox
LinkedIn Will Pay Out $6.75 Million for 401(k) Participant Complaint
Sponsored message from PLANADVISER
Unprecedented times call for leading-edge business intelligence.
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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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