March 4th, 2025 Insight on Plan Design & Investment Strategy Every Weekday Data and Research Plan Sponsors Lack Confidence in Participants’ Ability to Retire at Ideal Age A recent survey from MFS found that many plan sponsors lack a sense of responsibility for their participants’ retirement goals. Compliance TPA Breach Exposes Data of Participants at Community Colleges, Public Schools A third-party administrator of 403(b) and 457(b) plans experienced a cyber breach last month, exposing sensitive information of more than 48,400 retirement plan participants. Most Read Compliance SEC’s Atkins Supports Private Assets in DC Plans During House Hearing Benefits Most DB Plans Intend to Lower Risk—Not Terminate Compliance Supreme Court to Hear Intel 401(k) Complaint Next Term MARKET MIRROR Monday, the Dow fell 649.67 points (1.48%) to close at 43,191.24, the Nasdaq fell 497.09 points (2.64%) to close at 18,350.19 and the S&P 500 fell 104.78 points (1.76%) to close at 5,849.72. The Russell 2000 fell 60.83 points (2.81%) to close at 2,102.24, and the FT Wilshire 5000 Index fell 1,107.18 points (1.86%) to close at 58,417.29. The 10-year Treasury note increased 5/32, bringing the yield to 4.159%. The 30-year Treasury bond increased 31/32, bringing the yield to 4.452%. Administration When Should Investors Rebalance? Advisers and managers share the tools and messages that best allow plan sponsors to communicate the need for rebalancing and drive the process.  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 ON THIS DATE: In 1789, the U.S. Constitution went into effect as the governing law of the U.S., the date having been established by Congress. In 1837, Chicago was incorporated as a city, with a population of about 4,200. In 1861, Abraham Lincoln was inaugurated at the 16th president. In 1933, in the midst of the Great Depression, Franklin D. Roosevelt was inaugurated as the 32nd U.S. president, and later he led the country out of the depression and to victory in World War II. The same year, government official Frances Perkins was sworn in as U.S. secretary of labor; she was the first woman appointed to a cabinet post. In 1989, Canadian jurist Bertha Wilson became the first woman appointed to the Supreme Court of Canada. In 2009, playwright and screenwriter Horton Foote—best known for his adaption of “To Kill a Mockingbird”—died in Connecticut.   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