April 9th, 2025 Insight on Plan Design & Investment Strategy Every Weekday Benefits Milken Institute Offers ‘Next Steps’ to Increase Access to In-Plan Lifetime Income Solutions The think tank advocated in a recent paper for labeling in-plan lifetime income solutions as distinct asset classes, as well as refining safe harbor language. Products Chime Launches Financial Wellness Suite The platform aims to help employees manage their paychecks, build emergency savings and improve their credit scores. Most Read Data and Research Employers Buckle Down on Pharmacy, Medical Costs Compliance 8th Circuit Tosses Wells Fargo Forfeiture Complaint on Lack of Standing Compliance DOL Eases Enforcement of New Rules for Paper Benefit Statements MARKET MIRROR Tuesday, the Dow fell 320.01 points (0.84%) to close at 37,645.59, the Nasdaq fell 335.35 points (2.15%) to close at 15,267.91 and the S&P 500 fell 335.35 points (2.15%) to close at 15,267.91. The Russell 2000 fell 49.43 points (2.73%) to close at 1,760.71, and the FT Wilshire 5000 Index fell 846.88 points (1.68%) to close at 49,561.53. The 10-year Treasury note decreased 32/32, bringing the yield to 4.295%. The 30-year Treasury bond decreased 2 24/32, bringing the yield to 4.765%. Opinions Recordkeepers Are the Key to PSN Auto-Portability How PSN works to help job changers with small retirement account balances and why it operates as it does.  Ask the Experts Can a 403(b) Plan Impose a Minimum Age Requirement for Employees’ Elective Deferrals? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. SMALL TALK ON THIS DATE: In 1865, General Robert E. Lee, commander of the Army of Northern Virginia of the Confederate States of America, signed a treaty of surrender at Appomattox Court House, effectively ending the U.S. Civil War. In 1963, an act of Congress conferred honorary U.S. citizenship on Sir Winston Churchill. In 1965, the Astrodome opened in Houston, Texas, hosting the first indoor baseball game. In 2001, American Airlines officially completed its acquisition of Trans World Airlines and became the world’s largest airline. In 2003, Baghdad fell to U.S.-led forces on this day in 2003, several weeks after the start of the Iraq War, a conflict begun to oust Iraqi President Saddam Hussein because of his supposed possession of weapons of mass destruction. In 2005, King Charles III, -then-prince of Wales, married Camilla Parker Bowles. 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: PLANSPONSOR Resources: PLANSPONSOR Roadmap 2026 Livestream Series: Health Benefit Fiduciary Duties Resources to help plan sponsors with health benefit plan fiduciary responsibilities. SPONSORED BY: PLANSPONSOR Resources: PLANSPONSOR Roadmap 2026 Livestream Series: Fiduciary 101 Resources to help retirement plan sponsors fulfill Employee Retirement Income Security Act fiduciary duties. 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