February 25th, 2025 Insight on Plan Design & Investment Strategy Every Weekday Compliance Call Center Rep Accessed Data of More Than 2,000 Customers at Inspira Financial The third-party call center representative improperly accessed personal data of retirement plan participants between December 2024 and January 2025. Videos PLANSPONSOR Roadmap: SECURE 2.0 – Student Loan Matching and Educational Benefits Under SECURE 2.0 employers have the chance to match employees’ student loan repayments with retirement plan contributions. Learn about how that benefit and other educational offerings can affect employee recruitment and retention. Most Read Compliance Plaintiffs Drop Home Depot Case Before Supreme Court Review Compliance DOL Backs Lockheed in PRT Complaint Benefits Who Are the 43% of Americans Who Work After Claiming Social Security? MARKET MIRROR Monday, the Dow rose 33.19 points (0.08%) to close at 43,461.21, the Nasdaq fell 237.08 points (1.21%) to close at 19,286.93 and the S&P 500 fell 29.88 points (0.50%) to close at 5,983.25. The Russell 2000 fell 17.08 points (0.78%) to close at 2,178.27, and the FT Wilshire 5000 Index fell 316.17 points (0.53%) to close at 59,821.52. The 10-year Treasury note increased 2/32, bringing the yield to 4.410%. The 30-year Treasury bond increased 4/32, bringing the yield to 4.658%. SPECIAL COVERAGE SECURE 2.0 in 2025 Provisions of the 2022 law are increasingly affecting plan sponsors and participants as more and more of them take effect. What is happening in 2025? EVENTS SECURE 2.0 Livestream Series: Special Considerations for 403(b) Plans Register for the March 5 event on what SECURE 2.0 provisions 403(b) plan sponsors are embracing and what unique challenges they encounter. SMALL TALK ON THIS DATE: In 1948, the communists seized control of the government of Czechoslovakia. In 1956, the Twentieth Congress of the Communist Party of the Soviet Union came to a close after First Secretary Nikita S. Khrushchev delivered a secret speech denouncing the late Soviet leader Joseph Stalin. In 1964, boxer Muhammad Ali, known at the time as Cassius Clay, became the world heavyweight champion by knocking out Sonny Liston in seven rounds. In 1986, Philippine President Ferdinand E. Marcos, under pressure from the U.S. fled his country for Hawaii after a fraudulent electoral victory over Corazon Aquino, who replaced him as president. In 1990, in Nicaragua, Violeta Barrios de Chamorro of the U.S.-financed National Opposition Union achieved an upset victory over the incumbent president, Daniel Ortega of the Sandinista National Liberation Front. In 2001, Australian cricketer Don Bradman, one of the greatest run scorers in the history of the game, died at the age of 92.  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