Browsing Tag
Alternative Investments
39 posts
Alternatives Gain Ground Among Plan Advisors After Federal Policy Shift
New research from Escalent finds one quarter of defined contribution plan advisors likely to recommend alternatives and 10% are already doing so
Higher Returns, More Active Management Add Complexity to Private Investments in DC Plans
With regulatory barriers to private investments in 401(k) plans being lowered, advisors are beginning to gauge risks and plot paths to navigate the complexities, fee structures and potential fiduciary liabilities before moving down that road
SEC’s Uyeda Pushes for Private Markets in 401(k) Plans
The SEC Commissioner spoke in support of private investment usage in DC plans during ICI’s conference on Nov. 20
Plan Sponsors Consider CITs for Private Market Exposure
Asset managers are being called on to add alternatives to DC plan infrastructure, says Cerulli
SEC Releases 2026 Exam Priorities
15-page document puts emphasis on fiduciary compliance, private markets, cybersecurity, and oversight of emerging technologies; drops specific emphasis on cryptocurrency
Blackstone Launches DC Unit Dedicated to Expanding Access to Private Assets
Move seeks to unlock alternative investment opportunities for retirement savers
New Bill Would Codify Trump Alts in 401(k)s EO
The Retirement Investment Choice Act would turn Trump's August executive order into law
Cerulli, DCALTA, Challenge Private Market in DC Plans Myths
The whitepaper challenges four common theories associated with alternative investments in retirement plans
Advisors Expect TDFs to be Primary Vehicle for Alternative Assets in 401(k)s
New study from T. Rowe Price reveals retirement plan consultant and advisor views on private assets, retirement income and managed accounts, among other topics
Lessons from Alternative Mutual Funds for 401(k) Advisors
A Morningstar expert explores how alternative mutual funds have performed and what advisors should expect with private equity in 401(k) plans