Browsing Tag
private equity
17 posts
401(k)s Miss Out on Billions by Not Adding Private Equity, Study Finds
New report says defined contribution plans incorporating PE and real estate investments like defined benefit plans do could add $35 billion a year
July 27, 2023
Voya Includes Private Equity Investment Option in NQDC Offering
The Pomona Investment Fund has been added to Voya’s product line and will be managed by Pomona Capital
November 10, 2022
Hub Sheridan Road’s Daniel Bryant Joins Private Equity Firm
Most recenlty, Bryant was President of National Sales at Hub and author of The Financial Wellness Mandate
December 23, 2021
Department of Labor Clarifies Its Private Equity 401k Stance
Stakeholders challenged certain assertions in the original Information Letter
December 22, 2021
Biden Taps NYC Attorney Lisa Gomez to Lead EBSA
The White House announced today that President Joe Biden plans to nominate attorney Lisa M. Gomez to be…
July 27, 2021
Concern Over ‘Certain’ TDF Risks Prompt Congressional Request for GAO Review
Concern over “certain aspects” of target-date funds prompted Chairs of two congressional committees to send a letter to…
May 7, 2021
Ascensus Bought by Private Equity Group, Sovereign Wealth Fund
Ascensus announced Monday that Stone Point Capital, the Greenwich, Conn.-based private equity firm specializing in financial services, and…
April 26, 2021
Episode 22: Ric Edelman on Private Equity in 401ks—Exciting But Complicated
Sponsored By: Private equity and retirement plans – do they belong together? It’s a complicated issue, with…
March 22, 2021
Group Issues Framework for Daily Valuation of Alternative Assets in 401ks
When the Department of Labor confirmed that 401k plans may include private equity investments back in June 2020,…
February 24, 2021
SageView Acquired by Private Equity Firm
Retirement planning and wealth management advisory firm SageView Advisory Group today announced a strategic investment from private investment…
January 5, 2021