Browsing Tag
private equity
68 posts
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
Coming (Very) Soon: Public’s First Look at DOL Proposed Rule on Alternative Investments
With news that the White House OMB has completed its review of the proposed rule stemming from President Trump’s Aug. 2025 Executive Order, the public will finally see what’s in it—and have the opportunity to offer comments
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
Private Equity Funds Lag Behind in Performance
A report from PESP finds that private equity investments significantly underperformed compared to broad stocks
Building the Infrastructure Needed to Bring Private Assets into 401(k)s: A Roadmap for Asset Managers
Broadridge’s Rachel Puleo says technology that eliminates fragmentation and brings private assets onto a unified operating model will separate leaders from followers
OneDigital Launches Alts Access in 401(k)s
Private investments will be made available through advisor-managed programs with Apollo, Ares, and Blackstone
Blackstone Joins Empower’s Private Markets Investment Partnership Program
Move brings additional global scale and alternative-asset leadership to the recordkeeper’s retirement-plan private markets initiative
The Quiet Push: How Private Equity is Creeping into Target Date Funds
Longtime fiduciary advisor Terry Morgan argues the push to embed private equity inside TDFs threatens liquidity, transparency, and fiduciary duty
Plan Sponsors See Private Markets Investments Improving Retirement Outcomes
HarbourVest Partners survey finds 86% view diversification across private assets as key guardrail for managing risk