March 20th, 2025 Insight on Plan Design & Investment Strategy Every Weekday Investing Johns Hopkins Study: Private Equity, 401(k)s Do Not Mix The new research questions the growing demand for defined contribution plans to invest in private equity, arguing it is riskier than the publicly traded funds in which 401(k)s typically invest. Opinions Selecting an OCIO: What Every Organization Needs to Know The right provider will bring education and insight that enable institutional asset allocators to make confident investment decisions. Most Read 2026 PLANSPONSOR Best in Class DC Plan Provider Standouts Compliance IRS Proposes Rules for ‘Trump Accounts’ Compliance Complaint Alleges Cushman & Wakefield Failed to Protect Workers’ 401(k) From Climate Risks MARKET MIRROR Wednesday, the Dow rose 383.32 points (0.92%) to close at 41,964.63, the Nasdaq rose 246.67 points (1.41%) to close at 17,750.79 and the S&P 500 rose 60.63 points (1.08%) to close at 5,675.29. The Russell 2000 rose 32.14 points (1.57%) to close at 2,082.08, and the FT Wilshire 5000 Index rose 652.46 points (1.16%) to close at 56,715.88. The 10-year Treasury note increased 26/32, bringing the yield to 4.237%. The 30-year increased 28/32, bringing the yield to 4.552%. Portrait of Retiree Destination Early Retirement The Dumases knew they’d want to travel so they planned well—ahead. 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 1957, filmmaker Spike Lee, known for his movies that explore race relations, was born in Atlanta, Georgia. In 1969, John Lennon, leader of the British rock group the Beatles, married Japanese artist and musician Yoko Ono in Gibraltar. In 1987, AZT became the first drug to be approved by the U.S. Food and Administration for the treatment of AIDS. In 1995, top leaders of Aum Shinrikyo, a Japanese Buddhist sect founded in 1987 by Asahara Shoko, released nerve gas into a Tokyo subway, killing 12 people and injuring thousands. In 1999, Bertrand Piccard and Brian Jones became the first aviators to circumnavigate the globe nonstop by balloon; they landed the following day in Egypt. In 2015, Australian politician Malcolm Fraser, who served as the country’s prime minister from 1975 to 1983, died at age 84. In 2020, country music singer Kenny Rogers, whose numerous hits included “Lady” and “The Gambler,” died at age 81.   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