Tag: Alternative Investments

Why they matter and what the retirement system actually needs to support their inclusion.

Nearly 40,000 comments have been filed since EBSA made the proposal on March 31.

What to know when private assets become part of the investment strategy.

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

While the Department of Labor estimated a $178 billion inflow to target-date funds based on its proposed safe harbor, plan...

The Department of Labor’s $178 billion-per-year estimate would mean private assets make up nearly 3.7% of target-date funds, the dominant...

Experts shared mixed forecasts of the speed of adoption of private market assets in defined contribution retirement plans.

Regulatory guidance alone is not enough for plan sponsors to succeed, according to Morningstar.

As regulators prepare guidance, experts say ERISA’s prudence standard remains—but process, documentation and expertise matter more than ever.

Regulatory clarity and evolving fund structures are increasing private market exposure in retirement plans, but experts say prudence, process and...

The agency beat the 180-day deadline to provide guidance following an August 2025 executive order.

Other SECURE 2.0 provisions and pending legislation on 403(b) investments are also expected to shape sponsors’ compliance priorities.

The legislation would codify the executive order issued by President Donald Trump in August.

The fiscal 2025 median return was 11.3%, well above most plans' 7% assumed rate of return, Callan reports.

New guidance is unlikely to lead to a swift increase in adoption, but a safe harbor looks like the only...

The decision comes as the department plans to follow President Donald Trump’s executive order to ‘clarify’ its stance on use...

A much-anticipated executive order and industry promotion have led to increased attention on private investments’ inclusion in retirement plans, even...

The five principles aim to help fiduciaries responsibly utilize alternative investments within a defined contribution framework.

A former director of the PBGC writes that it is time for new language and a new approach toward private...

The firms will begin by offering collective investment trusts that provide access to private market strategies.