Planadviser Logo
Weekday news and analysis for retirement plan advisers
Thursday, March 03, 2022
Exclusives | Awards | Research | Events
COMPLIANCE
Settlement Agreement Reached in Land O’Lakes ERISA Suit
Beyond the monetary payment, the settlement agreement includes other stipulations for Land O’Lakes, including that it must complete a request for proposal process related to the plan’s administrative and recordkeeping services and expenses. This is to be done within three years of the settlement date.
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
Nonprofit Investors Eyeing Alternative Investments
A new survey shows an increasing number of nonprofit investors are considering whether to add alternative investments to their institutional portfolios. While doing so, they must keep suitability in mind.
Today’s Most Read
1. 2023 Retirement Plan Adviser of the Year Finalists
2. A Reminder to Avoid Fraudulent Hardship Withdrawals
3. Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Retirement Plan Adviser Boosts DC Plan Outcomes with Common ‘Cents’
Penny framing has been shown to boost DC plan outcomes, in research and practice, and can help low-income participants save for retirement.  
Misperceptions About TDFs Giving Participants a False Sense of Security
Many think the funds are guaranteed, a study finds, so more education is needed.
High Hopes for Legislative Progress in Late 2022
Taking a cue from the process that led to the adoption of the SECURE Act in late 2019, one retirement industry policy advocate says the odds are good for passage of retirement-focused legislation by the end of the year. 
Market Mirror Market Mirror Graph

Wednesday, the Dow rose 596.40 points (1.79%) to 33,891.35, the Nasdaq gained 219.56 points (1.62%) to finish at 13,752.02, and the S&P 500 closed 80.28 points (1.86%) higher at 4,386.54. The Russell 2000 increased 50.37 points (2.51%) to 2,058.87, and the Wilshire 5000 climbed 792.61 points (1.82%) to 44,365.98.

The price of the 10-year Treasury note fell 1 26/32, increasing its yield to 1.877%. The price of the 30-year Treasury bond dropped 3 26/32, bringing its yield up to 2.258%.

Did someone forward you this newsletter?
Sign up here to get PLANADVISER Dash directly in your mailbox!
rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850