March 25th, 2025 Insight on Plan Design & Investment Strategy Every Weekday AWARDS 2025 Plan Sponsor of the Year Finalists Announced PLANSPONSOR is pleased to announce the finalists across two more categories of the 2025 Plan Sponsor of the Year program. Today, find nine finalists from Corporate DC <$30MM and Corporate DC $30MM – $50MM plans. All the finalists are plan sponsors that show an exemplary commitment to their participants’ financial health and retirement success. Compliance Federal Judge Blocks DOGE from Obtaining Social Security Data The restraining order was issued days before a nomination hearing for Frank Bisignano, Trump’s nominee for commissioner of the Social Security Administration, is scheduled. 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 597.97 points (1.42%) to close at 42,583.32, the Nasdaq rose 404.54 points (2.27%) to close at 18,188.59 and the S&P 500 rose 100.01 points (1.768%) to close at 5,767.57. The Russell 2000 was up 52.39 points (2.556%) to close at 2,109.38, and the FT Wilshire 5000 Index rose 1,084.42 points (1.92%) to close at 57,680.03. The 10-year Treasury note decreased 7/32, bringing the yield to 4.341%. The 30-year Treasury bond decreased 1 2/32, bringing the yield to 4.671%. Investing Do ETFs Have a Place in 401(k) Plans? Defined contribution plans are seen as the ‘final frontier’ for exchange-traded funds, but certain structural issues pose barriers for including these investments in the 401(k) menu. EVENTS Register for 2025 PLANSPONSOR National Conference Don’t miss the unique cross section of the retirement plan industry and engaging and insightful presentations and panel discussions throughout the conference, taking place at the Chicago Marriott Downtown Magnificent Mile, June 3 – 6, 2025. Find agendas for the half-day immersive workshops and the rest of the event at this link: SMALL TALK In 1655, Dutch mathematician and astronomer Christiaan Huygens discovered Titan, the largest moon of Saturn. In 1807, the British Parliament abolished the slave trade in the British West Indies. In 1911, a fire at the Triangle shirtwaist factory in New York City killed 146 people, prompting the creation of health and safety legislation. In 1934, American feminist and activist Gloria Steinem, a leading advocate of the women’s liberation movement who helped found Ms. magazine in 1972, was born. In 1947, British singer, composer, and pianist Sir Elton John, known for both his popular music and his stylistic showmanship, was born. In 1957, the Treaties of Rome were signed, establishing the European Community and the European Atomic Energy Community. In 1965, Martin Luther King, Jr., and other civil rights activists completed their march from Selma to Montgomery, Alabama; two previous marches had been halted by local police. In 2021, American children’s author Beverly Cleary, whose books included the hugely popular Ramona series, died at age 104. 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