Deals and People | October 15th, 2025 New Blackstone Group Will Focus on DC Plans Retirement plans’ private investments is the top priority of Blackstone’s defined contribution unit.
Data and Research | September 17th, 2025 Cerulli, DCALTA Attempt to Dispel Private Market Myths The research aims to dispel and debunk four industry misconceptions.
Investing | July 31st, 2025 Emergency 401(k) Withdrawals Are Rising. Could Private Equity Slow the Flow? The asset class, currently being pushed as a retirement plan investment by the asset management industry, can tie up money...
Compliance | July 18th, 2025 Ahead of Executive Order, What to Know About Private Equity in 401(k) Plans With a presidential directive expected to come in the coming weeks, industry experts weigh the risks and rewards of the...
Compliance | July 16th, 2025 Warren Renews Questions for Empower on 401(k) Private Equity Investments The senator said the company failed to adequately answer questions from her June 18 letter as the industry awaits an...
Investing | July 8th, 2025 Empower Responds to Warren, Urging Private Markets Inclusion in 401(k)s The asset classes should be available to retirees to help with the ‘democratization of private investing,’ the company stated.
Products | June 30th, 2025 BlackRock Glide Path, Including Private Assets, to Power New Great Gray Offering The collaboration will also bring BlackRock’s indexed equity and indexed fixed income for the retirement solution.
Compliance | June 26th, 2025 SEC to Evaluate Use of Private Equity in Retirement Accounts The agency has previously raised concerns about risks of the traditionally institutional asset class.
Compliance | June 25th, 2025 Warren Questions Empower’s Push Into Private Equity for 401(k) Plans Democratic Senator Elizabeth Warren wrote to the company’s CEO pointing out the risks of the asset class and demanding details...
Compliance | June 5th, 2025 PSNC 2025: Washington Update Experts discussed the latest on ESG investing, cryptocurrency and the status of including alternative assets in defined contribution plans.
Compliance | May 29th, 2025 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...
Investing | May 14th, 2025 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...
Investing | March 19th, 2025 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...
Investing | October 8th, 2024 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...
Deals and People | March 8th, 2024 Retirement Industry People Moves Great Gray Trust Co. names Craig McKenna sales head; PCS Retirement appoints new CEO; Aon adds a director to Chicago...
Benefits | February 15th, 2024 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...
Data and Research | February 13th, 2024 Research Shows 4-Year Low for Admin Fees in Public Sector Plans Investment management fees fell by 10 basis points, but respondents still reported negative returns in data mostly gathered from 2022.
Investing | February 12th, 2024 Insurance Broker’s PEP Launches for Private Equity, Venture Portfolio Firms San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity...
Investing | December 4th, 2023 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...
Compliance | October 4th, 2023 ESOP Creation Deterred by Lack of Valuation Rules, Report Says A report from Matrix Global Advisors found that ESOPs need clear rules on valuation, which SECURE 2.0 requires the DOL...