February 15th, 2022 Insight on Plan Design & Investment Strategy Every Weekday Participants Overcoming Participants’ Skepticism to Provide Personal Financial Information Franklin Templeton finds many employees are hesitant to share in-depth details on their finances, even though it can lead to more customized benefits information and strategies. Webinar How to Increase Employees’ Financial Wellness Join us Thursday for a webinar during which industry experts and a plan sponsor will discuss the advantages of offering a financial wellness program to employees; how to structure such a program; and suggestions for getting employees to participate in a financial wellness program. Most Read Compliance Lawsuit Against Lockheed Martin Criticizes Firm for Using In-House TDFs Investing Johns Hopkins Study: Private Equity, 401(k)s Do Not Mix Benefits Social Security Administration to Require Strict In-Person, or Online Identity Checks Market Mirror Yesterday, the Dow lost 171.89 points (0.49%) to finish at 34,566.17, the Nasdaq was virtually unchanged at 13,790.92, and the S&P 500 decreased 16.7 points (0.38%) to 4,401.67. The Russell 2000 was down 9.36 points (0.46%) at 2,020.79, and the Wilshire 5000 closed 170.15 points (0.38%) lower at 44,490.15. The price of the 10-year Treasury note decreased 26/32, bringing its yield up to 1.988%. The price of the 30-year Treasury bond was down 8/32, increasing its yield to 2.291%. Data and Research Retirement Plan Menus Shift With the Times A new survey finds the continued growth of plan assets in target-date funds may be reducing the importance of the core menu. A Look at Pandemic-Related Life Expectancy Decreases The American Academy of Actuaries gives clarifying insight on recent life expectancy data released by the CDC. Compliance Some Claims Tossed in NFP Fiduciary Lawsuit Claims regarding NFP’s direct responsibility for the selection and retention of the flexPATH target-date funds were dismissed while allegations about its advice regarding the funds were moved forward.  Small Talk ON THIS DATE: In 1903, toy store owner and inventor Morris Michtom placed two stuffed bears in his shop window, advertising them as Teddy bears. In 1946, Edith Houghton, at age 33, was signed as a baseball scout by the Philadelphia Phillies becoming the first female scout in the major leagues. In 1953, Tenley Albright, a 17-year-old from Boston, became the first American female to win the world figure skating championship. In 1961, the entire 18-member U.S. figure skating team was killed in a plane crash in Berg-Kampenhout, Belgium. In 1998, after 20 years of trying, NASCAR racing great Dale Earnhardt Sr. finally won his first Daytona 500. No TUESDAY TRIVIA this week. 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