Browsing Tag
private equity
60 posts
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
Almost Half of 401(k) Participants Would Invest in Private Markets if Offered: Study
New data from Schroders finds interest has increased and 77% would raise their contribution rate
Trump’s Private Equity 401(k) Push: 12 Legal Views
A roundup of key insights from law firms in the wake of the Aug. 7 Executive Order
8 Must-Answer Questions Before Your Clients Add Private Equity to Their QDIA
Before your plan sponsor clients rush to add private equity to their default fund, here are eight make-or-break questions you need them to answer - with the documentation trail that will protect both of you when the lawyers come calling.
Basic Capital Secures $25M Series A Funding
The 401(k) provider offers alternative funds in its retirement plans
Borzi Sounds Alarm on Trump’s 401(k) Alternatives Order
Former EBSA head says offering private assets in DC plan investment lineups may expose fiduciaries to a range of potential ERISA liabilities
DOL Rescinds Biden-Era Guidance Discouraging Use of Alts in 401(k)s
First move comes just 5 days after Trump’s Executive Order
Private Equity in 401(k) Plans: Policy Shift or Practical Reality?
Executive Order or not, 90 North Consulting’s Eric Dyson stresses that nothing in it requires addition of private equity to a defined contribution plan