Browsing Tag
private equity
57 posts
Higher Returns, More Active Management Add Complexity to Private Investments in DC Plans
With regulatory barriers to private investments in 401(k) plans being lowered, advisors are beginning to gauge risks and plot paths to navigate the complexities, fee structures and potential fiduciary liabilities before moving down that road
Charles Schwab Acquires Forge Global for $660M
Schwab’s acquisition of the private asset firm strengthens industry’s push to private markets in retirement plans
Private Market Investments Take Off in Empower’s Retirement Plans
Couple hundred of plan sponsors have adopted the private funds to their retirement platforms, Empower reports
With Proper Guidance, Survey Finds Plan Sponsors Ready to Add Private Investments
New Empower study says if fiduciary and regulatory guidance are clarified, employers would move forward and 72% are “actively discussing” opportunity with advisors
SEC Working with DOL to Develop ‘Guardrails’ for Private Equity in 401(k)s
Chairman Paul Atkins said the regulators will work to put protections in place to ensure retirement investors gain safe access to alternatives while guarding against bad outcomes
Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa
Explore how private equity in 401(k) plans boosts returns, income, and diversification with new guidance and innovative solutions.
Goldman Sachs, T. Rowe Price Team Up to Sell Private-Market Products for Retirement and Wealth Investors
The bank plans to buy up to $1 billion in T. Rowe Price stock as part of agreement announced today
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
Private Credit’s Quiet Entry Into the 401(k): Why It Matters
Aaron Cirksena says the challenge for investors and the fiduciaries serving them will be striking a balance between the potential returns and the associated risks
GOP Senators Urge DOL to Mandate Safe Harbors in Private Equity EO
Senators argue that such protections are necessary for plan sponsors and fiduciaries