Browsing Tag
private equity
64 posts
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
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.