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April 30th, 2025
Insight on Plan Design & Investment Strategy Every Weekday
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| MARKET MIRROR |
Tuesday the Dow rose 300.03 points (0.75%) to close at 40,527.62, the Nasdaq rose 95.19 points (0.55%) to close at 17,461.32 and the S&P 500 rose 32.08 points (0.58%) to close at 5,560.83. The Russell 2000 rose 10.97 points (0.56%) to close at 1,976.52, and the FT Wilshire 5000 Index rose 326.11 points (0.59%) to close at 55,477.83.
The 10-year Treasury note increased 3/32, bringing the yield to 4.178%. The 30-year Treasury bond rose 6/32, bringing the yield to 4.6507%.
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WHITE PAPER
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Resources: PLANSPONSOR Roadmap 2025 Livestream Series: SECURE 2.0
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Our PLANSPONSOR Roadmap: SECURE 2.0 Livestream series resource booklet provides actionable insights, checklists and educational materials to assist plan sponsors and advisers in ensuring successful implementation of plan features. You cab download a free copy of the paper at this link: 
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ON THIS DATE: In 1789, George Washington, the first president of the United States, was inaugurated in Federal Hall in New York City, addressing his constituency on “the proceedings of a new and free government.” In 1900, American railroad engineer Casey Jones, later made famous in song, died in a train wreck; in the same year, U.S. President William McKinley signed the Hawaiian Organic Act, which made Hawaii a territory of the United States. In 1926, aviator Bessie Coleman, the first American woman to obtain an international pilot’s license from the Fédération Aéronautique Internationale, died after her plane crashed during rehearsal for an aerial show. In 1933, the National Broadcasting Company made the first public television broadcast in the United States, at the New York World’s Fair. In 1945, German dictator Adolf Hitler and his wife, Eva Braun, committed suicide in a bunker in Berlin. In 1975, the South Vietnamese capital of Ho Chi Minh City fell to North Vietnamese troops during the Vietnam War.
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| Industry Intel Roundup—Featured Webinars | | PLANSPONSOR is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance. |  | | January 28, 2026 | | Benchmarking Your Plan: Using Data to Stay Competitive | | In this webinar, you’ll discover how benchmarking can transform your retirement plan into a powerful tool for attracting and retaining talent. We’ll highlight key findings from the PLANSPONSOR Defined Contribution Survey and show how benchmarking drives smarter plan design decisions.
Hear real-world examples and advisor insights on improving plan competitiveness and employee outcomes. Find out why benchmarking matters, what to look for, and how to put these strategies into action. |
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| | | August 18, 2026 | | DB Plan Administration | | Besides findings from PLANSPONSOR’s annual Defined Benefit Administration Survey, our panel will discuss trends in the defined benefit plan sector. Speakers will also talk about ongoing management of DB plans—whether closed, frozen or active—and benchmarking DB plan providers. With many corporate DB plans now overfunded, the panel will also discuss ways that sponsoring companies can use their plan’s surplus. |
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| | | November 18, 2026 | | Understanding Participant Behavior | | The PLANSPONSOR Participant Survey examines the attitudes and behaviors of American workers participating—or not—in an employer-sponsored retirement plan. We’ll explore findings about respondents’ participation and saving decisions, retirement expectations and most-valued benefits. Speakers will suggest what the findings mean for retirement plan design, benefit offerings and participant engagement. |
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|  | | SPONSORED BY: ACI | December 16, 2025 | | Retirement Realities – What Sponsors May Be Missing | | What do plan sponsors believe about retirement readiness, and how does that compare to what participants actually feel? During this webinar, Glenn Dial, Senior Retirement Strategist at American Century Investments, will unpack the findings from the firm’s 12th Annual Retirement Survey. He’ll explore where sponsor and participant perspectives align – and where they diverge – on key issues like savings confidence, market risk, and retirement income expectations. Glenn will also touch on the evolving role of target date funds (TDFs) and how guaranteed income is being viewed in today’s defined contribution landscape. This session is designed to help retirement professionals better understand the sentiment gaps and take action to close them.
What You’ll Learn:
Fresh insights from the 2025 Retirement Survey.
Key disconnects between plan sponsors and participants.
Perspectives on market risk, TDFs, and retirement income.
Strategic considerations for plan design and communication
Whether you're a plan sponsor, advisor, or industry stakeholder, this webinar will help you rethink how retirement plans can better serve the people they're built for. |
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|  | | SPONSORED BY: Alight | December 3, 2025 | | The Vital Role of HSAs—Beyond a Spending Account | | This webinar will explore the multifaceted value of Health Savings Accounts (HSAs) for both employers and employees, positioning them as more than just tools for healthcare spending. It highlights the unique triple tax advantage of HSAs which makes them a powerful and cost-effective benefit for organizations aiming to enhance employee financial wellness without increasing costs.
We will also emphasize immediate employee benefits such as tax savings, flexibility in covering a wide range of medical expenses, portability, and the absence of a “use it or lose it” rule.
Finally, we will address the importance of minimizing fees, as even small differences can significantly impact long-term savings. It encourages plan sponsors to evaluate HSA providers with the same rigor as 401(k) vendors and to focus on low-cost investment options. |
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