Joshua Hemmert was part of the team that launched JPMorgan’s first target date funds. He is an investment consultant at Christian Brothers Consulting Solutions, which advises Catholic institutions. The views expressed are his own.
8 Must-Answer Questions Before Your Clients Add Private Equity to Their QDIA
Before your plan sponsor clients rush to add private equity to their default fund, here are eight make-or-break questions you need them to answer - with the documentation trail that will protect both of you when the lawyers come calling.