May 7th, 2025 Insight on Plan Design & Investment Strategy Every Weekday Benefits Senators Reintroduce Bills to Help Retirees Maximize Social Security The legislation aims to provide clarity for Americans deciding when to claim benefits. Data and Research Largest Corporate Pension Funds Move Into Funding Surpluses There are 12 plans reporting a funding ratio greater than 125%, according to Milliman’s 2025 U.S. corporate pension funding study. Most Read Data and Research Employers Buckle Down on Pharmacy, Medical Costs Compliance 8th Circuit Tosses Wells Fargo Forfeiture Complaint on Lack of Standing Compliance DOL Eases Enforcement of New Rules for Paper Benefit Statements MARKET MIRROR Tuesday the Dow fell 389.83 points (0.95%) to close at 40,82900, the Nasdaq fell 154.58 points (0.87%) to close at 17,689.66 and the S&P 500 fell 43.47 points (0.77%) to close at 5,606.91. The Russell 2000 fell 21.07 points (1.05%) to close at 1,983.19, and the FT Wilshire 5000 Index fell 448.81 points (0.80%) to close at 55, 944.20.  The 10-year Treasury note rose 4/32, bringing the yield to 4.302%. The 30-year Treasury bond rose 28/32, bringing the yield to 4.802%.  Deals and People American Trust Names New President, COO in Leadership Transition The new executives will replace President and Chief Administrative Officer Kevin Thompson, who is retiring. Ask the Experts Do Both ERISA and the Internal Revenue Code Have Prohibited Transaction Rules? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. SMALL TALK ON THIS DATE:In 1919, Argentine political figure Eva Perón—who, as the wife of President Juan Perón, became a powerful though unofficial leader—was born. In 1945, a German delegation that included General Alfred Jodl went to U.S. General Dwight D. Eisenhower’s headquarters in Reims, France, and signed the surrender documents that ended the European phase of World War II. In 1946, Sony Corporation, a major Japanese manufacturer of consumer electronics products, was founded by Ibuka Masaru and Morita Akio. In 1954, Viet Minh General Vo Nguyen Giap took the French by surprise at the Battle of Dien Bien Phu, surrounding their base with 40,000 men and employing heavy artillery to capture it during the First Indochina War. In 1992, more than 200 years after it was first proposed, the 27th Amendment garnered the necessary votes as Michigan ratified it; the amendment involved salary increases to members of the U.S. Congress. In 2002, on the 25th anniversary of his Kentucky Derby win, Seattle Slew, the first undefeated racehorse ever to win the U.S. Triple Crown, died. Industry Intel Roundup—Featured White Paper PLANSPONSOR is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring white papers offering key insights and analysis about the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance. SPONSORED BY: PLANSPONSOR Resources: PLANSPONSOR Roadmap 2026 Livestream Series: Health Benefit Fiduciary Duties Resources to help plan sponsors with health benefit plan fiduciary responsibilities. SPONSORED BY: PLANSPONSOR Resources: PLANSPONSOR Roadmap 2026 Livestream Series: Fiduciary 101 Resources to help retirement plan sponsors fulfill Employee Retirement Income Security Act fiduciary duties. 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