Browsing Tag
Alternative Investments
50 posts
Aronowitz Comments on Alternative Assets, ESOPs, in Latest Hearing
The assistant secretary for EBSA answered subcommittee questions on the agency’s latest concerns
Advisors Foresee Alternatives to Outpace Public Investments
Seventy percent expect a larger number of clients to show interest in private markets over the next three years
DOL’s 6-Factor ‘Safe Harbor’ Could Reshape 401(k) Fiduciary Playbook
New proposed rule offers a process-driven roadmap for selecting investments—aiming to reduce litigation risk and expand access to alternatives, but raising questions about how much legal protection it truly provides
Industry Leaders React to DOL Proposal Expanding Alternatives to 401(k)s
While many celebrated the proposal, one institution voiced concerns over its potential safe harbor regulation
DOL Unveils Fiduciary Rule Opening Door to Alternative Investments in 401(k)s
Proposed regulation outlines process-based safe harbors for plan fiduciaries, reinforcing ERISA standards while expanding access to private markets and other alternatives for retirement savers
ICI, DCALTA Partner on Research, Education for Private Assets in 401(k)s
Organizations will work together on investor-focused research, analysis and events to promote inclusion of alternatives in defined contribution plans
Wait Continues for DOL Proposed Rule on Alternative Assets
With the 180-day executive order deadline for a proposed rule’s release now behind us, sponsors and advisors are watching closely to see whether the proposal delivers clarity—or new uncertainty
OneDigital Launches Alts Access in 401(k)s
Private investments will be made available through advisor-managed programs with Apollo, Ares, and Blackstone
DOL Releases 2026 Enforcement Projects
Today’s issuance comes just days after EBSA filed a proposed rule on alts in 401(k) plans
2 Key Issues Could Drive 2026 Innovation in DC Market: Natixis
New report says CITs in 403(b) plans and adding alternatives in DC plans could redefine the defined contribution plan landscape this year