Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 31st, 2020

Giving Back: Lessons in Mentorship from Soraya Morris

Soraya Morris is a lead trainer at Envestnet | MoneyGuide. She formerly worked for a fee-only registered investment adviser and says mentorship is a huge part of her past and future in this industry. Read more >
Princeton ERISA Settlement Features $5.8M Price Tag
In addition to the payment into a settlement fund, Princeton has agreed to what the settlement agreement calls “therapeutic relief,” including a pledge to not raise fees.  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 >
Investment Product and Service Launches
WisdomTree builds ETF portfolios for fintech firms; SSGA adds new ESG ETF; and IM issues fee benchmarking solution.  Read more >
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
2023 Retirement Plan Adviser of the Year Finalists
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Complying With the Custody Rule and the New Custody Proposal
EvoShare’s Cash Back Savings Program Added to iJoin Platform
Cash back on spending can be contributed to a 401(k), 529 plan or HSA. Read more >
An Uptick in Customer Arbitration?
Litigation risks to understand during the COVID-19 crisis. Read more >
Market Mirror
Thursday, the Dow fell 225.92 points (0.85%) to 26,313.65, the NASDAQ gained 44.87 points (0.43%) to finish at 10,587.81, and the S&P 500 closed 12.22 points (0.38%) lower at 3,246.22. The Russell 2000 decreased 5.53 points (0.37%) to 1,495.10, and the Wilshire 5000 was down 110.34 points (0.33%) at 33,194.36.   The price of the 10-year Treasury note was up 2/32, decreasing its yield to 0.551%. The price of the 30-year Treasury bond increased 32/32, bringing its yield down to 1.199%.
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