Tag: private markets

The ranking Democrat on the House Committee on Ways and Means cited the ‘very concerning’ reports of redemption caps on...

The revisions would replace enhanced disclosure requirements set forth under former President Joe Biden.

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

Experts at two Securities and Exchange Commission roundtable conversations warned that clearer disclosures on valuation, liquidity and fees are critical...

From a gated fund to increased redemption requests, experts say the investment class is facing its first major test.

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

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.