Browsing Tag
Alternative Investments
44 posts
Blackstone Launches DC Unit Dedicated to Expanding Access to Private Assets
Move seeks to unlock alternative investment opportunities for retirement savers
October 15, 2025
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
October 15, 2025
Cerulli, DCALTA, Challenge Private Market in DC Plans Myths
The whitepaper challenges four common theories associated with alternative investments in retirement plans
September 17, 2025
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
September 9, 2025
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
August 28, 2025
Basic Capital Secures $25M Series A Funding
The 401(k) provider offers alternative funds in its retirement plans
August 19, 2025
DOL Rescinds Biden-Era Guidance Discouraging Use of Alts in 401(k)s
First move comes just 5 days after Trump’s Executive Order
August 12, 2025
Trump: Regulatory Overreach, Opportunistic Lawsuits Have Stifled Investment Innovation
Thursday’s Executive Order shares president’s reasoning for wanting to lower barriers for including alternative assets in 401(k)s
August 8, 2025
DOL, Industry Leaders React to Trump’s EO Signing on Private 401(k) Funds
Organizations and firms issued their support for the new executive order expanding access of alternative investments to DC retirement plans
August 7, 2025
Should 401(k) Plans Offer Annuities and Alternative Investments?
Jeff Briskin of Briskin Consulting questions whether private equity options should be included in retirement plan accounts
August 7, 2025