May 27th, 2025 Insight on Plan Design & Investment Strategy Every Weekday AWARDS 2025 Plan Sponsor of the Year Finalist Profiles Published Meet our 51 finalists — across plan types and sizes — who have shown an exemplary commitment to their participants’ financial health and retirement success. Compliance Alera Breach Exposes Data of More Than 10,000 Individuals The external breach occurred last summer and may have exposed retirement plan participants’ personal data, such as Social Security numbers and bank information. Most Read 2026 PLANSPONSOR Best in Class DC Plan Provider Standouts Compliance What Does It Mean to Be a Fiduciary? Compliance How the 401(k) Alts Debate Raises Fiduciary Stakes MARKET MIRROR Friday the Dow was down 256.02 points (0.61%) to close at 41,603.07, the Nasdaq fell 188.53 points (1%) to close at 18,737.21 and the S&P 500 fell 39.18 points (0.67%) to close at 5,802.83. The Russell 2000 fell 5.71 points (0.28%) to close at 2,039.85, and the FT Wilshire 5000 Index fell 371.73 points (0.64%) to close at 57,933.42.  The 10-year Treasury note rose 2/32, bringing the yield to 4.518%. The 30-year Treasury bond rose 1/32, bringing the yield to 5.041%.  In the week ending May 23, the Dow fell 2.53%, the Nasdaq fell 2.68% and the S&P 500 fell 2.53%. The Russell 2000 fell 3.6%, and the FT Wilshire 5000 Index fell 2.77%. Compliance House Bill Seeks Increased Oversight of Federal Retirement Thrift Investment Board The legislation would establish an independent inspector general for the agency that administers the retirement plan for more than 7 million federal employees.  Deals and People Retirement Industry People Moves TIAA expands its retirement product team; Mutual of America names a CFO; FINRA appoints a new public governor; and more. ON THIS DATE ON THIS DATE: In 1660, the Treaty of Copenhagen between Sweden and Denmark-Norway was signed, concluding a generation of warfare between the two powers as well as helping to establish the modern boundaries of Denmark, Norway, and Sweden. In 1889, the American petrochemical corporation South Penn Oil Co., later Pennzoil Company, was founded in Pennsylvania. In 1907, American biologist Rachel Carson, who was known for her writings on environmental pollution and the natural history of the sea, was born in Springdale, Pennsylvania. In 1933, Walt Disney released the animated short film The Three Little Pigs, which featured the song Who’s Afraid of the Big Bad Wolf, highlighting fortitude in the face of adversity, both the cartoon and the song proved highly popular with Depression-era moviegoers. In 1964, former Indian prime minister Jawaharlal Nehru, a leader of the Indian independence movement of the 1930s and ’40s, died in New Delhi. In 2020, American writer and gay rights activist Larry Kramer—whose confrontational style of advocacy, while divisive, was credited by many with catalyzing the response to the HIV/AIDS crisis in the United States—died at age 84.  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