Browsing Tag
Alternative Investments
55 posts
37,000 Comments and Counting on DOL Investment Selection Proposal
60-day comment period for EBSA’s “Fiduciary Duties in Selecting Designated Investment Alternatives” ends June 1 as debate intensifies around private assets and fiduciary discretion in 401(k) plans
Alts are Coming to 401(k)s, but the Retirement Industry Should Move Forward Thoughtfully
As policymakers and providers push to expand private market access in 401(k) plans, Frank Burke argues in this op-ed that the retirement industry should proceed cautiously—favoring more liquid alternative strategies that can balance diversification benefits with participant liquidity and fiduciary concerns
Rep. Neal Pushes GAO to Investigate Private Assets in 401(k) Plans
The lawmaker posed concerns over the investment’s exposure to retirement plans and the reliability of the companies offering the funds
Employee Fiduciary Advocates for Participant Protections in DOL Comment Letter
The letter includes suggestions that would close three gaps in the DOL’s proposal on alternative investments in 401(k) plans
Mega Employers Uninterested in Alternatives
Callan’s DC Trends Survey fields responses on plan satisfaction and the most popular SECURE 2.0 provisions among 80 mega employers
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