February 11th, 2025 Insight on Plan Design & Investment Strategy Every Weekday Compliance Judge Blocks Unions’ Motion for Restraining Order Against DOL Several union groups and a think tank attempted to prevent the Department of Labor from allowing Elon Musk’s Department of Government Efficiency to access sensitive data and information. Compliance Churchill Holdings Settles ESOP Lawsuit Former employees claimed the company’s CEO converted plan assets for his and his company’s own use and benefit. Most Read 2025 PLANSPONSOR Best in Class DC Plan Provider Standouts Benefits How Plan Sponsors Can Leverage Technology to Promote Financial Wellness Benefits U.S. Corporate Pension Finances Suffered 'Worst Monthly Loss Since 2022' MARKET MIRROR Monday, the Dow rose 167.01 points (0.38%) to close at 44,470.41, the Nasdaq rose 190.87 points (0.98%) to close at 19,714.27 and the S&P 500 rose 40.45 points (0.67%) to close at 6,066.44. The Russell 2000 rose 8.23 points (0.36%) to close at 2,287.94, and the FT Wilshire 5000 Index rose 379.14 points (0.63%) to close at 60,990.19. The 10-year Treasury note decreased 1/32, bringing the yield to 4.503%. The 30-year Treasury bond decreased 26/32, bringing the yield to 4.713%. DEALS & PEOPLE 2025 PLANADVISER Top Retirement Plan Advisers Entry Deadline Approaches The designation recognizes the top retirement plan advisers in the industry based on quantitative measures, such as the number of plans and plan assets under advisement.  Advisers named to the list will be celebrated at the PLANADVISER Industry Leader Awards in May. The deadline for entries is February 18.  SURVEYS 2025 DC Survey: Plan Benchmarking The Defined Contribution Plan Benchmarking report comprises data from the thousands of DC plan sponsors that responded to our annual DC Survey. The bellwether for industry benchmarking on plan design and administration, it’s a study in contrasts, demonstrating some surprising similarities among plans of different sizes. SMALL TALK ON THIS DATE: In 1945, the Yalta Conference between Allied leaders of World War II came to a close. In 1964, Sarah Palin—who, as John McCain’s running mate in the 2006 U.S. presidential election, was the first woman to appear on a Republican presidential ticket—was born. In 1975, British politician Margaret Thatcher was elected leader of the Conservative Party, replacing Edward Heath; she became Europe’s first woman prime minister in 1979. In 1989, the Reverend Barbara Harris of the Protestant Episcopal Church became the first female bishop in the Anglican Communion. In 1990, after serving 27 years in prison, Nelson Mandela was released, and he subsequently began negotiations with President F.W. de Klerk that ended apartheid in South Africa. In 2011, Egyptian President Hosni Mubarak stepped down after nearly 30 years in power, following mass demonstrations that were part of the pro-democracy uprisings known as the Arab Spring. In 2012, rhythm-and-blues singer Whitney Houston—who emerged as a pop superstar in the 1980s—died at age 48. Did someone forward you this newsletter? Sign up here to get NEWSDash directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 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