June 25th, 2025 Insight on Plan Design & Investment Strategy Every Weekday Data and Research Vanguard: Modern Plan Designs Strengthen Participant Saving According to Vanguard’s latest ‘How America Saves’ report, a record 45% of 401(k) plan participants increased their saving rates in 2024. SURVEYS 2025 PLANSPONSOR 403(b) Market Survey Recordkeepers for 403(b) market need special capabilities Most Read 2026 PLANSPONSOR Best in Class DC Plan Provider Standouts Compliance What Does It Mean to Be a Fiduciary? Compliance How the 401(k) Alts Debate Raises Fiduciary Stakes MARKET MIRROR Tuesday the Dow rose 507.24 points (1.19%) to close at 43,089.02, the Nasdaq rose 281.56 points (1.43%) to close at 19,912.53 and the S&P rose 67.01 (1.11%) to close at 6,092.18. The Russell 2000 rose 28.53 (1.34%) to close at 2,161.21, and the FT Wilshire 5000 Index rose 696.14 (1.16%) to close at 60,870.57.  The 10-year Treasury note rose 4/32, bringing the yield to 4.298%. The 30-year Treasury bond rose 28/32, bringing the yield to 4.837%. Deals and People Edelman Financial Engines Appoints Michael Liersch as Chief Planning Officer Liersch will start the newly created role in late August, with a focus on financial planning, advice and solutions. Data and Research Looming Social Security Cuts Could Cost Americans $138,000 Each, per PensionBee The safety net program’s funds are expected to deplete sooner than previously projected, accelerating the personal cost for retirees. Ask the Experts Should 403(b) Sponsors Expect to Add New Asset Classes Soon? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. AWARDS Meet the 2025 Plan Sponsor of the Year Winners Corporate DC >$500M – $1B – Hendrick Automotive Group, LLC NOMINATOR COMMENTS: “Hendrick’s 401(k) plan boasts a 95% participation rate, compared with Vanguard and industry benchmark rates of 79% and 54%, respectively, and 74% of Hendrick employees take advantage of the automatic increase feature.” SMALL TALK ON THIS DATE: In 1947, Anne Frank’s The Diary of a Young Girl was first published, appearing in the Netherlands under the title Het Achterhuis, in English, “The Secret Annex.” In 1950, the Korean War began when North Korea unleashed an attack southward across the 38th parallel. In 1961, British comedian and actor Ricky Gervais, whose credits notably included the television series The Office, was born. In 1978, the first version of the rainbow flag, which represents LGBTQ pride, was flown during the San Francisco Gay Freedom Day parade. In 1993, Canadian politician Kim Campbell was sworn in as the country’s prime minister, becoming the first woman to hold the post. In 2009, American actress Farrah Fawcett, who became a superstar with the hit television series Charlie’s Angels, died of cancer at age 62. On the same date, American singer and dancer Michael Jackson, who was renowned worldwide as the “King of Pop,” died at age 50. Industry Intel Roundup—Thought Leadership PLANSPONSOR is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring content from thought leadership authorities. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance. 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