April 2nd, 2025 Insight on Plan Design & Investment Strategy Every Weekday ADMINISTRATION ERISA Rules of the Road Experts recommend retirement plans conduct fiduciary education and training sessions at least annually and any time a new member joins its plan committee. Compliance District Courts Issue Split Rulings on PRT Lawsuits A lawsuit against Lockheed Martin over pension risk transfers it conducted with Athene will continue, whereas a similar lawsuit against Alcoa Corp. was dismissed. 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 11.80 points (0.03%) to close at 41,989.96, the Nasdaq rose 150.60 points (0.87%) to close at 17,449.89 and the S&P 500 rose 21.22 points (0.38%) to close at 5,633.07. The Russell 2000 rose 0.33 points (0.02%) to close at 2,012.24, and the FT Wilshire 5000 Index rose 219.95 points (0.39%) to close at 56,153.34.  The 10-year Treasury note increased 3/32, bringing the yield to 4.177%. The 30-year Treasury bond increased 30/32, bringing the yield to 4.527%.  Benefits Removal of ACA Tax Credits May Cause Millions to Lose Health Coverage Without these tax credits, the Urban Institute estimated that enrollment in ACA policies would decline by more than 7 million. Ask the Experts Can Plan Sponsors Self-Correct Late Elective Deferral Remittances? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. SMALL TALK ON THIS DATE: In 1917, U.S. President Woodrow Wilson asked Congress for a declaration of war against Germany. In 1968, Stanley Kubrick’s “2001: Space Odyssey” had its world premiere in Washington, D.C.; it became a classic, setting the benchmark for sci-fi films. In 1982, Argentine troops seized the Falkland Islands precipitating the Falkland Islands War with Britian. In 1992, American organized-crime boss John Gotti was convicted on 13 counts and was sentenced to life in prison. In 2005, Bishop of Rome and head of the Roman Catholic Church from 1978, Pope John Paul II, who was the first non-Italian pope in 455 years and the first from a Slavic country, died in Vatican City.   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