Cerulli Makes the Case for Leveraging CITs to Access Private Markets
The investment vehicles accounted for approximately 38% of total 401(k) channel assets at year-end 2023, up from 30% at the...
Tag: private markets
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...
Opinions |
Complexity Requires Balanced Approach to Adding Private Assets to DC Plans
Amid the clamor over including alternative investments, thoughtful consideration by plan sponsors is essential, writes a J.P. Morgan Asset Management...
SEC Again Postpones Disclosure Deadline for Private Investment Funds
The extension gives the regulator time to reduce the number of firms that have to file information.
Cerulli, DCALTA Attempt to Dispel Private Market Myths
The research aims to dispel and debunk four industry misconceptions.
About One-Quarter of Plan Sponsors Ponder Pivot to Private Assets, per BlackRock
The asset manager’s survey was conducted before the executive order encouraging the inclusion of such investments in defined contribution plans.
Thrift Savings Plan Might Take Longer to Add Private Investment Capability
The nation’s largest plan will need more regulatory changes to begin offering alternatives to its participants.
Industry Groups Push DOL for Sub-Regulatory Guidance on 401(k) Private Market Investments
An executive order last month gave the agency six months to provide its regulatory agenda.
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.
Republican Senators Ask DOL for Private Assets Safe Harbor
The letter comes weeks after an executive order that encouraged the agency to provide regulatory guidance on offering 401(k) plan...
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.
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.
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...
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...
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Goldman Sachs Launches Private Credit Fund for Retirement Plans
The fund will be available for use in managed accounts such as target-date funds.
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...
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.
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...
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Product & Service Launches
State Street, Apollo announce Target Retirement IndexPlus; Yieldstreet to launch automated private markets investing solution; Fidelity adds two fixed income ETFs;...