April 16th, 2025 Insight on Plan Design & Investment Strategy Every Weekday Compliance 5th Circuit Grants DOL 60 More Days on Fiduciary Rule Lawsuit The Department of Labor will have more time to decide its next steps in litigation against the Biden-era Retirement Security Rule. Deals and People Financial Finesse Appoints New President Todd Lacey will lead the financial wellness platform’s development amid the growing demand for personalized coaching solutions. Most Read 2026 PLANSPONSOR Best in Class DC Plan Provider Standouts Compliance IRS Proposes Rules for ‘Trump Accounts’ Compliance Complaint Alleges Cushman & Wakefield Failed to Protect Workers’ 401(k) From Climate Risks MARKET MIRROR Tuesday, the Dow fell 155.83 points (0.38%) to close at 40,368.96, the Nasdaq fell 8.32 points (0.05%) to close at 16,823.17 and the S&P 500 fell 9.34 points (0.17%) to close at 5,396.63. The Russell 2000 rose 2.04 points (0.11%) to close at 1,882.92, and the FT Wilshire 5000 Index fell 69.75 points (0.13%) to close at 53,652.52. The 10-year Treasury note increased 25/32, bringing the yield to 4.340%. The 30-year Treasury bond increased 4/32, bringing the yield to 4.789%. Compliance American Worker Retirement Plan Act Reintroduced in House The bill would offer federally run retirement savings plans to low- and middle-income workers with no access to an employee-sponsored plan. Ask the Experts How Does the 5-Year Holding Period Work for Distributions From In-Plan Roth Conversions? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. SMALL TALK ON THIS DATE: In 1912, American aviator Harriet Quimby became the first woman to fly across the English Channel, guiding her French monoplane through heavy overcast from Dover, England, to Hardelot, France. In 1917, Vladimir Lenin ended his 17-year exile and returned to Russia to form a provisional government. In 1947, basketball star Kareem Abdul-Jabbar, who won five NBA championships with the Los Angeles Lakers was born. In 1948, to restore the economy of Europe after World War II, 16 European countries formed the Organization for European Economic Co-operation (later the Organization for Economic Co-operation and Development). In 1962, journalist Walter Cronkite became anchor of the CBS Evening News, a position he held for nearly two decades. In 2003, at age 40, Michael Jordan, played his last game in the NBA. In 2007, one of the deadliest mass shootings in the U.S. occurred: 33 people, including the shooter, were killed on the Blacksburg, Virginia, campus of Virginia Tech. Industry Intel Roundup—Featured White Paper PLANSPONSOR is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring white papers offering key insights and analysis about the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance. SPONSORED BY: Invesco DC Survey: Participant views on AI and private markets Invesco's new DC Pulse Survey of plan participants focused on their views on AI and private markets. Did someone forward you this newsletter? Sign up here to get NEWSDash directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2026 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850