October 15th, 2025 Insight on Plan Design & Investment Strategy Every Weekday Benefits Vanguard: 42% of US Participants Are on Track to Maintain Lifestyle in Retirement Broadening access to defined contribution plans could increase retirement readiness by 19 percentage points, according to the report. Compliance Duke University Hit With Forfeiture Complaint The plaintiffs allege that the institution breached its fiduciary duty by choosing not to use forfeited funds to reduce plan expenses, even though contributions had already been offset. Most Read Compliance 8th Circuit Tosses Wells Fargo Forfeiture Complaint on Lack of Standing Compliance DOL Eases Enforcement of New Rules for Paper Benefit Statements Deals and People Equitable, Corebridge Name Steve Scanlon, Bryan Pinsky to Run Combined Retirement Divisions MARKET MIRROR Tuesday the Dow rose 202.88 points (0.44%) to close at 46,270.46, the Nasdaq fell 172.91 points (0.76%) to close at 22,521.70 and the S&P 500 fell 10.41 points (0.16%) to close at 6,644.31. The Russell 2000 rose 34.08 points (1.38%) to close at 2,495.50 and the FT Wilshire 5000 Index fell 16.87 points (0.03%) to close at 66,541.17.  The 10-year Treasury was unchanged at 4.034%. The 30-year Treasury bond fell 23/32, bringing the yield to 4.631%.  Compliance House Republicans Propose Bill to Expand Alts Access in DC Plans The legislation would codify the executive order issued by President Donald Trump in August. Participants Digital Platform Her Agenda Teams With Ad Council, AARP to Spotlight ‘Pretirement’ for Women A livestreamed flagship conversation is scheduled for October 23.  Ask the Experts When Will Plan Sponsors Know the Wage Threshold for 2026 Roth Catch-Ups? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. SMALL TALK ON THIS DATE: In 1966, Huey P. Newton and Bobby Seale founded the Black Panther Party in Oakland, California, the mission of which was to protect African Americans from police brutality; the party’s community service programs – called “survival programs” – provided food, clothing, and transportation. In 1987, a military coup in Burkina Faso overthrew head of state Thomas Sankara, killing him and eight others. In 1993, South Africans Nelson Mandela and F.W. de Klerk were named the recipients of the Nobel Peace Prize “for their work for the peaceful termination of the apartheid regime, and for laying the foundations for a new democratic South Africa.” In 2003, China became the third country to launch a crewed spaceflight; Shenzhou 5, which was piloted by Yang Liwei, orbited Earth 14 times during the 21-hour flight. In 2018, investor and philanthropist Paul Allen, who cofounded Microsoft, died at age 65.    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