Digital Assets Might Fit Differently in DC Plans Than Other Alternative Assets
The asset class is less well understood than private equity and private credit, and it is more commonly found in...
Tag: alternative assets
Alts May Be Headed to DC Plans—But Experts Urge Caution Before a Big Move
A panel of retirement and investment professionals stated during a webinar that private assets can be included in defined contribution...
Benefits |
Experts Suggest Additional Year-End Plan Sponsor Considerations
Highlighted action items include planning for a new restatement cycle; anticipating guidance on alternative investments; and documenting decisionmaking.
Lawmakers Urge SEC to Support Trump Order to Expand 401(k) Investment Options
Nine Republican members of the House Committee on Financial Services published a latter to the agency requesting quick guidance.
iCapital Taps Drew Carrington to Lead Alternatives Strategy
Carrington will lead the firm’s efforts to accelerate its adoption of alternative asset classes and products for the defined contribution...
Nearly Half of Plan Participants Would Invest in Private Assets: Schroders
Despite the purported interest, few expect they soon will have access to the alternative investments.
What Plan Sponsors Should Look for From DOL on Private Assets in 401(k) Plans
New guidance is unlikely to lead to a swift increase in adoption, but a safe harbor looks like the only...
Trump Signs Executive Order Easing Access to Private Investments in 401(k) Plans
The order directs the Labor Department, Treasury and SEC to reexamine guidance around alternatives, including cryptocurrency, in retirement plans to...
DCALTA White Paper Makes Case for Private Credit in 401(k) Plans
The analysis urges plan sponsors to incorporate private credit into defined contribution plan investments, particularly target-date funds.
SEC to Evaluate Use of Private Equity in Retirement Accounts
The agency has previously raised concerns about risks of the traditionally institutional asset class.
9th Circuit Affirms Dismissal of Long-Running Intel Investment Lawsuit
Plan fiduciaries were accused of breaching their duties of prudence by investing some of the retirement plan’s assets in hedge...
Empower to Offer Private Investments in 401(k) Plans
The firm is joining forces with several private investment fund managers and custodians to bring private investments to managed accounts...
BlackRock’s Fink: Private Assets Could Raise Retirement Funds by 14.5%
In his annual chairman’s letter, Larry Fink wrote about the benefits of infrastructure investment in an attempt to ‘cut through...
Benefits |
DB Plans’ Experience Provides No Playbook for DC Plans to Incorporate Private Equity
According to a Morningstar report, large private sector pension funds’ experience allocating to PE is not particularly instructive for defined...
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Investment Product and Service Launches
KKR Income Opportunities Fund Q3 2023 investor recorded webinar now available; Victory Capital adds VictoryShares Small Cap Free Cash Flow ETF;...
Retirement Industry People Moves
Haase joins small business retirement plan provider; Vestwell hires Farmakis; PGIM appoints Carlino to newly created role; and more
USI Insurance Services Gets Equity Investment Increased
Alternative asset manager KKR is plotting an additional $1 billion investment to bolster USI’s long-term growth.
Serving Growth-Asset Needs of Older Participants, Retirees
Incorporating alternative assets into a defined contribution investment lineup is an opportunity to reflect older participants’ desire for growth, experts...
Cambridge Associates Names New President, Head of Investing
Samantha Davidson will arrive from Mercer to take the reins in July, as Noel O’Neill moves into a new investment...
Retirement Industry People Moves
Millennium Trust announces new chief financial officer; Transamerica names customer experience and marketing lead; and more.