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Weekday news and analysis for retirement plan advisers
Thursday, March 17, 2022
Exclusives | Awards | Research | Events
Costco Agrees to $5.1M ERISA Case Settlement
The parties in an Employee Retirement Income Security Act lawsuit filed against Costco have reached a settlement that will see the company pay $5.1 million to resolve allegations that it committed fiduciary breaches in the provision of retirement benefits to employees.
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SageView Names Wealth Management Head in Sign of Evolving Industry
The appointment of Jim Dario as head of wealth management comes as SageView increases its focus on this strategic area of its business—mirroring the actions of other national retirement plan advisory shops.
Today’s Most Read
1. 2023 Retirement Plan Adviser of the Year Finalists
2. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
3. With SECURE 2.0, the Cash Balance DB Plan May Be Back
Analyzing Retirement Industry Cybersecurity Risks and Best Practices
A certain famous bank robber is said to have explained that he robbed banks because ‘that’s where the money is.’ As of the end of 2021, U.S. retirement plans now have a significant amount of money, with more than $37 trillion of assets.
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.
Investments That Protect Participant Assets From Inflation
Exposures can be offered as standalone investments on via target-date funds.
Small Plan Fee Considerations
The expenses paid by the smallest plans have dropped over the years, but they still pay more on a percentage basis than their larger counterparts.
Market Mirror Market Mirror Graph

Wednesday, the Dow gained 518.76 points (1.55%) to finish at 34,063.10, the Nasdaq rose 487.93 points (3.77%) to 13,436.55, and the S&P 500 closed 95.41 points (2.24%) higher at 4,357.86. The Russell 2000 increased 61.75 points (3.14%) to 2,030.72, and the Wilshire 5000 climbed 1,086.87 points (2.54%) to 43,805.58.

The price of the 10-year Treasury note was down 3/32, increasing its yield to 2.182%. The price of the 30-year Treasury bond was up 7/32, decreasing its yield to 2.449%.

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