February 27th, 2025 Insight on Plan Design & Investment Strategy Every Weekday Administration Expedited Payments From Social Security Fairness Act Coming Soon Starting this week, the Social Security Administration is making retroactive payments because of changes to the WEP and GPO, with increases to monthly payments up next. Compliance House Financial Services Committee Seeks Feedback on 403(b) Access to CITs After a hearing on Wednesday, the committee seeks feedback on several legislative proposals, including one that would allow 403(b) plans to invest in collective investment trusts. 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 Wednesday, the Dow fell 188.04 points (0.43%) to close at 43,433.12, the Nasdaq rose 48.88 points (0.26%) to close at 19,075.26 and the S&P 500 rose 0.81 points (0.01%) to close at 5,956.06. The Russell 2000 rose 4.09 points (0.19%) to close at 2,174.17, and the FT Wilshire 5000 Index rose 27.59 points (0.05%) to close at 59,547.57. The 10-year Treasury note increased 4/32, bringing the yield to 4.259%. The 30-year Treasury bond increased 9/32, bringing the yield to 4.512%. VIDEOS PLANSPONSOR Roadmap: SECURE 2.0 – Student Loan Matching and Educational Benefits The SECURE 2.0 Act of 2022 offered employers 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. SURVEYS High Satisfaction, but Room for Improvement Recordkeeper satisfaction levels for key services often differ by plan asset size. SMALL TALK ON THIS DATE: In 1902, novelist John Steinbeck—author of “The Grapes of Wrath,”—was born. In 1932, actress Elizabeth Taylor was born. In 1933, in Berlin, the Reichstag (parliament) building caught fire, a key event in the establishment of Nazi dictatorship. In 1951, the 22nd Amendment to the U.S. Constitution, which effectively limited to two the number of terms a U.S. president may serve, was ratified. In 1968, during a news broadcast, journalist Walter Cronkite broke from his usual objectivity to predict that the Vietnam War could end only in a protracted stalemate; his commentary was credited with changing the U.S. public’s opinion of the conflict. In 1973, two hundred members of the American Indian Movement forcefully took the reservation hamlet of Wounded Knee, South Dakota. In 1991, President George H.W. Bush ordered a cease-fire effective and declared victory in the Persian Gulf War, a conflict triggered by Iraq’s invasion and occupation of Kuwait in August 1990. In 2010, a magnitude 8.8 earthquake struck Chile, causing widespread damage and triggering a tsunami that devastated coastal areas. In 2015, actor Leonard Nimoy died at age 83.  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