June 4th, 2025 Insight on Plan Design & Investment Strategy Every Weekday Data and Research Left-Behind 401(k)s Could Cost Americans $90,000 by Retirement, per PensionBee Job-hopping American workers often leave thousands of dollars on the table when the balances from their old 401(k) accounts are rolled over into low-yielding offerings. Administration PRT Cost Drops in April as Discount Rates Rose The competitively bid price of transferring retiree assets dropped to an estimated 101.1% of a plan’s accumulated benefit obligation. Most Read Data and Research Employers Buckle Down on Pharmacy, Medical Costs Compliance 8th Circuit Tosses Wells Fargo Forfeiture Complaint on Lack of Standing Compliance DOL Eases Enforcement of New Rules for Paper Benefit Statements MARKET MIRROR Tuesday, the Dow rose 214.16 points (0.51%) to close at 42,519.64, the Nasdaq rose 156.34 points (0.81%) to close at 19,398.96 and the S&P 500 rose 34.43 points (0.58%) to close at 5,970.37. The Russell 2000 rose 32.82 points (1.59%) to close at12,102.98, and the FT Wilshire 5000 Index rose 401.80 points (0.68%) to close at 59,619.85. The 10-year Treasury note fell 1/32, bringing the yield to 4.459%. The 30-year Treasury bond fell 1 2/32, bringing the yield to 4.978%. Data and Research The Scope of Financial Fraud in the US Data from the Federal Trade Commission quantifies the amount of financial fraud reported in the country, what kind of scams are prevalent and where it is occurring.  Ask the Experts Can 403(b) Plan Sponsors Join a MEP or a PEP? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. SMALL TALK In 1913, British suffragette Emily Davison entered the racetrack during the Epsom Derby and moved in front of King George V’s horse, which struck her; she died four days later and became a martyr to the cause of women’s suffrage. In 1919, nearly 130 years after the Declaration of Independence declared, “All Men Are Declared Equal” the Nineteenth Amendment to the U.S. Constitution, granting women the right to vote, was passed by the Senate, two weeks after being approved by the House of Representatives and the amendment was ratified the following year. In 1920, the Treaty of Trianon was signed by representatives of Hungary on one side and the Allied powers on the other, concluding World War I. In 1937, the world’s first shopping carts were introduced at Humpty Dumpty grocery stores in Oklahoma City, Oklahoma. In 1940, following a rescue effort that included civilian boats, the withdrawal of Allied troops trapped at Dunkirk, France, was completed during World War II; more than 300,000 soldiers were saved. In 1942, Japan was repulsed by the U.S. at the Battle of Midway in World War II. In 1970, the Kingdom of Tonga, in the southwest Pacific Ocean, achieved independence within the British Commonwealth. In 1975, actor Angelina Jolie was born in Los Angeles. In 1984, musician Bruce Springsteen released the album “Born in the U.S.A.”. In 2010,  basketball coach John Wooden—who directed teams of the University of California at Los Angeles to 10 NCAA championships in 12 seasons—died at age 99. 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