March 13th, 2025 Insight on Plan Design & Investment Strategy Every Weekday Benefits US Corporate Pension Finances Suffered ‘Worst Monthly Loss Since 2022’ Weak markets and rising liabilities resulted in sinking pension funding levels in February. Investing Milken Institute Advocates for ‘Invest in America’ Accounts for Newborns The proposed program would provide all U.S. children with a federal government-funded $1,000 grant to be invested and grow over time. Most Read Compliance Lawmakers Introduce Bill to Simplify Form 5500 Reporting Benefits Retirement Account Balances Often 'Are Far Too Low' For a Secure Retirement Compliance 7th Circuit Awards Deceased Worker’s Retirement Plan Assets to Ex-Wife MARKET MIRROR Wednesday, the Dow fell 82.55 points (0.20%) to close at 41,350.93, the Nasdaq rose 212.36 points (1.22%) to close at 17,648.45 and the S&P 500 rose 27.23 points (0.49%) to close at 5,599.30. The Russell 2000 rose 2.87 points (0.14%) to close at 2,026.47, and the FT Wilshire 5000 Index rose 270.62 points (0.49%) to close at 55,865.21. The 10-year Treasury note decreased 3/32, bringing the yield to 4.315%. The 30-year Treasury bond decreased 27/32, bringing the yield to 4.633%. PARTICIPANT ANALYSIS Wellness Programs Are Liked by All When asked which DC plan features can most improve participant outcomes, 46% of sponsors cited education first.  Fiduciary Forum Who’s on First…? Know who should handle what, fiduciary delegation-wise. SMALL TALK ON THIS DATE: In 1781 English astronomer William Herschel observed the seventh planet from the Sun, Uranus—and named it for the father of the god Saturn. In 1881, Czar Alexander II was assassinated in St. Petersburg. In 1925, the Tennessee legislature passed a bill that banned the teaching of Charles Darwin’s theory of evolution in the state’s public schools. In 2012 Encyclopedia Britannica, Inc., announced that it was ceasing publication of its print version, the oldest and longest continually published English-language general print encyclopedia. In 2013, Jorge Mario Bergoglio, the archbishop of Buenos Aires, was elected pope of the Roman Catholic Church; taking the name Francis I, he succeeded Benedict XVI, who had resigned. In 2020, Breonna Taylor, a Black EMT, was killed by Louisville, Kentucky, police officers as they burst into her apartment during a botched raid; her death led to massive protests by Black Lives Matter activists and others who called for police reform. 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