March 18th, 2025 Insight on Plan Design & Investment Strategy Every Weekday Data and Research State-Facilitated Retirement Plans Near $2B, but Access Gaps Remain At least 59 million U.S. private sector workers lack access to workplace retirement plans, according to Georgetown University’s Center for Retirement Initiatives. Data and Research Single-Premium PRT Sales Reach $51.8B in 2024 According to LIMRA, 14 carriers reported more than $1 billion in pension risk transfer sales during 2024. Most Read Compliance DOL Seeks Final Judgment in Vacating Fiduciary Rule Compliance Trump Account Investment Options Not Yet Clarified Amid Calls for Greater Diversification Investing Private Credit Faces Confidence Test as Concerns Persist MARKET MIRROR Monday, the Dow rose 353.44 points (0.85%) to close at 41,841.63, the Nasdaq rose 54.58 points (0.31%) to close at 17,808.66 and the S&P 500 rose 36.18 points (0.64%) to close at 5,675.12. The Russell 2000 rose 24.24 points (1.19%) to close at 2,068.33, and the FT Wilshire 5000 Index rose 420.78 points (0.75%) to close at 56,672.84. The 10-year Treasury note increased 2/32, bringing the yield to 4.288%. The 30-year Treasury bond was unchanged, bringing the yield to 4.590%. EVENTS PLANSPONSOR Roadmap: Health Plan Fiduciary Duties Join PLANSPONSOR for a livestream series in April, during which plan sponsors and advisers will gain education and resources from experts about Consolidated Appropriations Act provisions and optimal ways to implement them, as well as learn how to apply a fiduciary process to health benefit plans. SPECIAL COVERAGE Markets and Retirement Plan Investing Advisers, consultants and attorneys review the myriad issues plan sponsors need to consider when building and maintaining plan investment menus. SMALL TALK ON THIS DATE: In 1936, politician F.W. de Klerk—who, as president of South Africa from 1989 to 1994, brought the apartheid system of racial segregation to an end and negotiated a transition to majority rule in his country—was born. In 1965, Soviet cosmonaut Aleksei Leonov, after passing through an air lock on the spacecraft Voskhod 2, became the first man to walk in space. In 1974, seven member countries of OPEC lifted a five-month oil embargo against the U.S. In 1990, two men pretending to be police officers stole 13 works, including paintings by Rembrandt and Johannes Vermeer, from the Isabella Stewart Gardner Museum in Boston; the stolen art was never recovered. In 2000, Chen Shui-bian, a leader of the pro-independence movement that sought statehood for the Republic of China (Taiwan), was elected president of Taiwan, breaking the Nationalist Party’s 55-year rule. In 2017, singer-songwriter and guitarist Chuck Berry, a leading and influential performer in rhythm-and-blues and rock-and-roll music, died at age 90. 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