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.
Tag: Alternative Investments
Public Pension Fund Returns Beat Their Benchmarks
The fiscal 2025 median return was 11.3%, well above most plans' 7% assumed rate of return, Callan reports.
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...
DOL Rescinds Biden-Era Guidance on Alternative Investments in 401(k) Plans
The decision comes as the department plans to follow President Donald Trump’s executive order to ‘clarify’ its stance on use...
401(k) Private Market Push Is Coming, Even if Adoption Starts Slow
A much-anticipated executive order and industry promotion have led to increased attention on private investments’ inclusion in retirement plans, even...
DCALTA Releases Principles for DC Stakeholders in Use of Private Market Investments
The five principles aim to help fiduciaries responsibly utilize alternative investments within a defined contribution framework.
Opinions |
Why Call Them Alternatives? Especially When it Comes to Asset Allocation
A former director of the PBGC writes that it is time for new language and a new approach toward private...
Blue Owl, Voya Partner on Private Market Solutions for DC Plans
The firms will begin by offering collective investment trusts that provide access to private market strategies.
Should 403(b) Sponsors Expect to Add New Asset Classes Soon?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
Addressing the “Alternative Investment Gap” in DC Plans
A strategist for PGIM DC Solutions reviews how including alternatives among defined contribution plan investments can affect retirement outcomes, and...
Johns Hopkins Study: Private Equity, 401(k)s Do Not Mix
The new research questions the growing demand for defined contribution plans to invest in private equity, arguing it is riskier...
How FinTech, AI Tools Can Improve Administration, Access to Financial Planning
Fintech leaders discussed how artificial intelligence and technology can provide investors with more access to financial planning and personalized advice.
Fiduciary Risk Continues to Pose Barrier to Mass Adoption of Alts in DC Plans
Many defined contribution plan sponsors have concerns about offering alternative investments in their 401(k) menu, but a supportive regulatory environment...
Participants Show Interest in Alternative Investments, but Knowledge Gaps Remain
In a new Schroders survey, workers expressed interest in private market investments, but many do not understand the benefits of...
Products |
Apollo, Athene Working On Alts, Annuities in DC Investing
The asset manager and insurer have teams working on a product to compete among in-plan annuities.
Products |
Investment Product and Service Launches
F&G Annuities & Life launches RILA; iCapital announces tool designed to build stronger portfolios; and CAPTRUST joins list of advisories...
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...
Study Informs DC Plan Fiduciaries of Trends, Outcomes of Private Real Estate Allocation
A Defined Contribution Alternatives Association research paper examined the case for plan sponsors to consider private real estate in retirement...
Incorporating Alternatives Into DC Plans Brings Challenges, Opportunities for Plan Sponsors
The U.S. is falling behind other countries in offering alternative investments in defined contribution plans, according to speakers at the...