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February 26th, 2025
Insight on Plan Design & Investment Strategy Every Weekday
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| MARKET MIRROR |
Tuesday, the Dow rose 159.95 points (0.37%) to close at 43,631.16, the Nasdaq fell 260.54 points (1.35%) to close at 19,026.39 and the S&P 500 fell 28.00 points (0.47%) to close at 5,955.25. The Russell 2000 fell 8.18 points (0.38%) to close at 2,170.08, and the FT Wilshire 5000 Index fell 301.54 points (0.50%) to close at 59,519.98.
The 10-year Treasury note increased 31/32, bringing the yield to 4.300%. The 30-year Treasury bond increased 1 28/32, bringing the yield to 4.564%.
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ON THIS DATE: In 1815, forced to abdicate as French emperor in 1814, Napoleon escaped from exile on the island of Elba and, gathering support en route, retook power on his return to Paris on March 20. In 1919, Congress established Grand Canyon National Park in northwestern Arizona. In 1929, Grand Teton National Park was established in Wyoming; in 1950 it was expanded to include most of Jackson Hole National Monument. In 1951, novelist James Jones published “From Here to Eternity,” about the U.S. Army in Hawaii before the 1941 attack on Pearl Harbor; it was later adapted into an Academy Award-winning movie. In 1993, the World Trade Center in New York City was bombed in an act of terrorism, and Islamic radicals were later convicted for the crime. In 2012, national debates about racism and racial profiling ensued after Trayvon Martin, an unarmed African American teenager returning from a convenience store in Sanford, Florida, was fatally shot by a neighborhood-watch volunteer, George Zimmerman, who later successfully argued that he had acted in self-defense.
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| Industry Intel Roundup—Featured Webinars | | PLANSPONSOR is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance. |  | | SPONSORED BY: Corebridge | February 25, 2025 | | Impacts on retirement planning: Taking action on the latest changes to Medicare and Social Security | | With the recent changes in nearly every part of retirement, it can be challenging for employers—and their employees—to keep up. We seem to be in a particularly active time with new laws coming on the books, existing law sections rolling out, and changes from every corner.
In this webinar, you will get the latest information and updates to Social Security and Medicare. There is a swirl of activity in both programs, causing more concern than ever about the viability of Social Security. Plus new, hidden costs in Medicare drug plans have taken folks by surprise.
You’ll also see how these changes impact employees as they adjust their plans for retirement. Planning with high costs of goods and services along with complex law changes puts added pressure on employees’ ability to save sufficiently for retirement. |
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|  | | SPONSORED BY: Lincoln Financial Group | February 4, 2025 | | Benefits at Work: How Financial Wellness Fuels Productivity | | Today’s employees seek meaningful benefits that address their holistic health and financial well-being. To meet their expectations, 80% of employers surveyed agree that a well-rounded, competitive benefits offering is critical, according to our 2024 Small Business Owner survey. More than ever, small businesses need to invest in programs that strengthen employee productivity, loyalty, and morale.
By joining this complimentary webcast, you’ll learn how to:
• Engage today's workforce, including the changing values of millennials and Gen Z, lingering financial concerns, and the key factors driving talent attraction and retention
• Gain a competitive edge for employees with comprehensive benefits, including voluntary employee benefits coverage, retirement savings plans, and financial wellness solutions
• Provide benefits education and wellness programs to help employees take full advantage of their benefits
• Deliver a holistic employee experience with simple plan administration by using a single-source benefits provider |
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|  | | SPONSORED BY: Edelman | December 17, 2024 | | Managed Accounts as QDIA: Which Approach Works Best for Your Participants? | | Plan sponsors have multiple tools at their disposal to help deliver the right solution at the right time for their participants while maintaining their fiduciary responsibilities. Many plan sponsors have adopted managed accounts as a QDIA, whether for targeted segments of their participant population or as a broader approach. As the #1 DC managed account provider since 2008 (per Cerulli Associates), Edelman Financial Engines is excited to host this webinar and discussion.
This webinar will cover:
Different ways that plan sponsors use managed accounts as a default investment option, and the impact on participants, addressing legal and regulatory concerns with different default structures, how managed accounts and target date funds fit together in a Dual QDIA structure and insights from a leading plan sponsor that uses managed accounts as a default to understand their decision-making process and how the solution improves participant outcomes. |
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|  | | December 12, 2024 | | Plan Benchmarking | | How do plan sponsors determine the right goals for their plans or measure plan success? What tools are available to benchmark retirement plans? What should plans be measuring and how often? What kinds of actions or improvements can measurements drive? These questions and more will be answered in PLANSPONSOR’s final editorial webinar of 2024. |
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|  | | SPONSORED BY: Income America | November 19, 2024 | | Changing the Conversation on Guaranteed Retirement Income | | As retirement plans transition from supplemental savings vehicles to the primary income source for many retirees, plan participants’ perspectives on retirement have shifted significantly. This session will delve into the findings from American Century’s 11th Annual Retirement Survey, highlighting how these evolving views are influencing employers’ goals and strategies in designing their organizations’ plans. With income replacement becoming a critical focus for participants, plan sponsors are increasingly recognizing the need to align retirement plans with these expectations. Additionally, there is a growing emphasis on guaranteed income solutions to better meet the evolving retirement goals of employees. By adapting plans to meet participants’ needs and incorporating sought-after design features, plan sponsors can drive deeper engagement and achieve better outcomes for their participants. |
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