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Weekday news and analysis for retirement plan advisers
Friday, September 02, 2022
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“While CalSavers is great for some businesses, it’s not the best fit for everyone,” explains Jodan Ledford, CEO of Smart, in Nashville, Tennessee. 401(k) plans allow for much higher employee contributions, enable employers to make matching contributions, and offer a range of tax benefits for the business owners—unlike the CalSavers plan.
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Data & Research
District Court Rejects Cross-Selling Claims in Mixed ERISA Ruling
Much of the ruling sides with plaintiffs and permits the case to move to discovery, but the defendants successfully defeat claims related to cross-selling and data-sharing among providers.
Today’s Most Read
1. Hub Launches 401(k) PEP for Small, Midsize Plan Sponsors
2. When Attorney-Client Privilege Applies Under ERISA
3. Suggestions for Best Plan Participant Service
Investment Product and Service Launches
Retirement Plan Advisors reveals new managed account partnership and Truist Wealth announces a robo-adviser solution called Truist Invest.
Experts Offer Economic, Inflation Insights as Fed Wraps Key Meeting
There are some encouraging signs to suggest inflation may be slowing, but experts warn investors may get ahead of themselves if they think growth is a foregone conclusion this quarter.
A Guide to the SEC’s Reg BI Bulletins
In a recent bulletin, the SEC warns that practically all financial professionals have at least some conflicts of interest with their retail investors.
Mapping Uncertain Heath Care Costs in Retirement
New research suggests that, while insurance can help with some of the costs of health care, out-of-pocket expenses will continue to rise as retirees age.
Market Mirror Market Mirror Graph

Thursday, the Dow gained 145.99 points (0.46%) to reach 31,656.42, the Nasdaq slipped 31.08 points (0.26%) to close at 11,785.13 and the S&P 500 won 11.85 points (0.30%) to end at 3,966.85. The Russell 2000 sagged 21.30 points (1.15%) to 1,822.82 and the Wilshire 5000 inched up 11.00 points (0.03%) to close at 39,571.86.

The price of the 10-year Treasury note decreased 28/32 lowering the yield down to 3.263%. The price of the 30-year Treasury bond decreased 1 3/32 lowering the yield down to 3.371%.

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