Tag: private markets

The groups aim to advance education, research and policy discussions on the role of alternative investments within defined contribution plans.

Former Assistant Secretary of Labor Lisa Gomez and Great Gray Trust Co.’s Jason Levy argue for the debate over private investments in 401(k) plans to be based...

Incorporating private assets into TDFs and taking a blended investment management approach may bode well, according to the firm.

The firm previously joined with several other alternative investment managers after announcing its intention to offer the investments in retirement...

Deputy Secretary Keith Sonderling also promised on Wednesday to deliver a new rule on the inclusion of private assets in...

The chosen individual will ‘research, analyze and evaluate investment opportunities’ in asset classes that include private equity and private credit.

The investment vehicles accounted for approximately 38% of total 401(k) channel assets at year-end 2023, up from 30% at the...

A panel of retirement and investment professionals stated during a webinar that private assets can be included in defined contribution...

Amid the clamor over including alternative investments, thoughtful consideration by plan sponsors is essential, writes a J.P. Morgan Asset Management...

The extension gives the regulator time to reduce the number of firms that have to file information.

The research aims to dispel and debunk four industry misconceptions.

The asset manager’s survey was conducted before the executive order encouraging the inclusion of such investments in defined contribution plans.

The nation’s largest plan will need more regulatory changes to begin offering alternatives to its participants.

An executive order last month gave the agency six months to provide its regulatory agenda.

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

The letter comes weeks after an executive order that encouraged the agency to provide regulatory guidance on offering 401(k) plan...

Despite the purported interest, few expect they soon will have access to the alternative investments.  

The order directs the Labor Department, Treasury and SEC to reexamine guidance around alternatives, including cryptocurrency, in retirement plans to...

The analysis urges plan sponsors to incorporate private credit into defined contribution plan investments, particularly target-date funds.

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