April 8th, 2025 Insight on Plan Design & Investment Strategy Every Weekday Administration More Fiduciary Basics How can plan sponsors avoid prohibited actions, mitigate fiduciary exposures and correct errors? Compliance Tuberville Reintroduces Bill to Reverse Retirement Plan Crypto Warning The Financial Freedom Act would reverse the Department of Labor’s guidance against including cryptocurrency investments in 401(k) accounts. Most Read Compliance DOL Submits Alternative Investments Rule to White House Department Compliance House Passes Bill to Restrict ESG Investment in DC Plans Investing Managed Accounts Boost Median Lifetime Wealth Ratios by 7.7% MARKET MIRROR Monday, the Dow fell 349.26 points (0.91%) to close at 37,965.60, the Nasdaq rose 15.48 points (0.10%) to close at 15,603.26 and the S&P 500 fell 11.83 points (0.23%) to close at 5,062.25. The Russell 2000 fell 16.89 points (0.92%) to close at 1,810.14, and the FT Wilshire 5000 Index fell 150.55 points (0.30%) to close at 50,408.41. The 10-year Treasury note rose 23/32, bringing the yield to 3.992%. The 30-year Treasury bond fell 26/32, bringing the yield to 4.445%. Compliance DOL Offers Guidance on Annual Funding Notice Requirements The regulator addressed confusion resulting from ERISA-related questions that arose after passage of the SECURE 2.0 Act of 2022. VIDEOS PLANSPONSOR Roadmap: Health Plan Fiduciary Duties – A CAA Overview Speakers at PLANSPONSOR Roadmap: Health Plan Fiduciary Duties livestream event discussed some of the new regulations under the CAA, emphasizing the need for plan sponsors to monitor their pharmacy benefit managers and the third-party administrators involved with managing their health plans. SMALL TALK ON THIS DATE: In 1913, the Seventeenth Amendment, which called for the direct election of U.S. senators by voters of the states, was ratified. In 1950, Jawaharlal Nehru of India concluded the Delhi Pact with Liaqat Ali Khan of Pakistan, providing for the safe passage of refugees displaced after the two countries severed relations in December 1949. In 1973, Pablo Picasso, one of the most influential artists of the 20th century, died in France at age 91. In 1974, American baseball player Hank Aaron hit his 715th career home run, breaking Babe Ruth’s record. In 1976 he completed his career with 755 home runs. In 1990, Ryan White, who became a national symbol in the U.S. after he contracted AIDS from a blood transfusion given to treat his hemophilia, died at age 18. In 2013, Margaret Thatcher, who was the United Kingdom’s (and Europe’s) first woman prime minister (1979–90) and the only British prime minister in the 20th century to win three consecutive terms, died at age 87. 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