Browsing Tag
private market
27 posts
Private and Digital Assets Certificate Program Revealed by NAPA
New program puts retirement plan advisors in the “best possible position” to evaluate all suitable investment options, ARA’s Graff says
Morningstar Wealth Developing Public/Private Models with Apollo, Franklin Templeton, J.P. Morgan
Model portfolios available later this year being designed to give financial advisors a single, research-driven way to access private markets
AB, Brookfield and Carlyle Launch Private Markets DC Solution
New “ABC [ONE]” offering designed to bring diversified private equity, private credit, and real assets exposure into target-date funds and other DC retirement plan QDIAs
Alts are Coming to 401(k)s, but the Retirement Industry Should Move Forward Thoughtfully
As policymakers and providers push to expand private market access in 401(k) plans, Frank Burke argues in this op-ed that the retirement industry should proceed cautiously—favoring more liquid alternative strategies that can balance diversification benefits with participant liquidity and fiduciary concerns
PGIM Launches Private Credit CIT for Defined Contribution Plans
New collective investment trust gives DC plans access to investment-grade private credit through structures designed to address liquidity, fiduciary, and operational considerations
What Participants Really Think with Invesco’s Greg Jenkins
There’s a lot of increased attention about adding private markets investments to 401(k) plans in the wake of…
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
Rise of AI Could Widen Wealth Gap Unless Investing Access Expands: BlackRock’s Fink
Annual Chairman’s Letter urges expansion of retirement savings, early investing pathways, and private market access to ensure more individuals benefit from the next wave of economic growth
Franklin Templeton Adds Private Markets Option to Target-Date Series
New “Retirement Advantage Plus Funds” bring modest allocations to private real estate and private credit to 401(k) target-date portfolios